[12.0][ADD] budget_management

budget_management/__init__.py

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+# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import models

budget_management/__manifest__.py

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+# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Budget Management',
+    'version': '12.0.1.0.0',
+    'license': 'AGPL-3',
+    'author': 'Ecosoft,Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/account-budgeting',
+    'depends': [
+        'mis_builder_budget',
+        'web_widget_x2many_2d_matrix',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'views/budget_management_view.xml',
+        'views/budget_control_view.xml',
+    ],
+    'installable': True,
+    'maintainers': ['kittiu'],
+    'development_status': 'Beta',
+}

budget_management/models/__init__.py

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+# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import account_move
+from . import budget_management
+from . import budget_control
+from . import mis_budget_item

budget_management/models/account_move.py

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+# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models, api, _
+from odoo.exceptions import UserError, ValidationError
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    @api.multi
+    def post(self, invoice=False):
+        res = super().post(invoice=invoice)
+        # Force no budget check, if not Vendor Bill
+        no_check = invoice and invoice.type != 'in_invoice' and True or False
+        ctx = {'force_no_budget_check': no_check}
+        BudgetManagement = self.env['budget.management'].with_context(ctx)
+        for doc in self:
+            BudgetManagement.check_budget(doc.line_ids)
+        return res

budget_management/models/budget_control.py

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+# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models, api, _
+from odoo.exceptions import UserError
+
+
+class BudgetControl(models.Model):
+    _name = 'budget.control'
+    _description = 'Budget plan ease filling the MIS Budget form'
+
+    name = fields.Char(
+        required=True,
+    )
+    budget_id = fields.Many2one(
+        comodel_name='mis.budget',
+        string='MIS Budget',
+        required=True,
+        ondelete='restrict',
+        domain=lambda self: self._get_mis_budget_domain(),
+        help="List of mis.budget created by and linked to budget.management",
+    )
+    date_from = fields.Date(
+        related='budget_id.date_from',
+    )
+    date_to = fields.Date(
+        related='budget_id.date_to',
+    )
+    active = fields.Boolean(
+        default=True,
+    )
+    analytic_account_id = fields.Many2one(
+        comodel_name='account.analytic.account',
+        required=True,
+        ondelete='restrict',
+    )
+    item_ids = fields.One2many(
+        comodel_name='mis.budget.item',
+        inverse_name='budget_control_id',
+        string='Budget Items',
+    )
+    plan_date_range_type_id = fields.Many2one(
+        comodel_name='date.range.type',
+        string='Plan Date Range',
+        required=True,
+    )
+    _sql_constraints = [
+        ('name_uniq', 'UNIQUE(name)', 'Name must be unique!'),
+        ('budget_control_uniq', 'UNIQUE(budget_id, analytic_account_id)',
+         'Duplicated analytic account for the same budget!')
+    ]
+
+    @api.model
+    def _get_mis_budget_domain(self):
+        all_budget_mgnts = self.env['budget.management'].search([])
+        return [('id', 'in', all_budget_mgnts.mapped('mis_budget_id').ids)]
+
+    @api.model
+    def create(self, vals):
+        plan = super().create(vals)
+        plan.prepare_budget_control_matrix()
+        return plan
+
+    @api.multi
+    def write(self, vals):
+        # if any field in header changes, reset the plan matrix
+        res = super().write(vals)
+        fixed_fields = ['budget_id',
+                        'plan_date_range_type_id',
+                        'analytic_account_id']
+        change_fields = list(vals.keys())
+        if list(set(fixed_fields) & set(change_fields)):
+            self.prepare_budget_control_matrix()
+        return res
+
+    @api.multi
+    def prepare_budget_control_matrix(self):
+        KpiExpression = self.env['mis.report.kpi.expression']
+        DateRange = self.env['date.range']
+        for plan in self:
+            plan.item_ids.unlink()
+            if not plan.plan_date_range_type_id:
+                raise UserError(_('Please select range'))
+            date_ranges = DateRange.search([
+                ('type_id', '=', plan.plan_date_range_type_id.id),
+                ('date_start', '>=', plan.date_from),
+                ('date_end', '<=', plan.date_to)])
+            kpi_expressions = KpiExpression.search([
+                ('kpi_id.report_id', '=', plan.budget_id.report_id.id),
+                ('kpi_id.budgetable', '=', True)])
+            items = []
+            for date_range in date_ranges:
+                for kpi_expression in kpi_expressions:
+                    vals = {'budget_id': plan.budget_id.id,
+                            'kpi_expression_id': kpi_expression.id,
+                            'date_range_id': date_range.id,
+                            'date_from': date_range.date_start,
+                            'date_to': date_range.date_end,
+                            'analytic_account_id': plan.analytic_account_id.id,
+                            }
+                    items += [(0, 0, vals)]
+            plan.write({'item_ids': items})
+
+    @api.multi
+    def _report_instance(self):
+        self.ensure_one()
+        budget_mgnt = self.env['budget.management'].search([
+            ('mis_budget_id', '=', self.budget_id.id)])
+        ctx = {'mis_report_filters': {}}
+        if self.analytic_account_id:
+            ctx['mis_report_filters']['analytic_account_id'] = {
+                'value': self.analytic_account_id.id,
+            }
+        return budget_mgnt.report_instance_id.with_context(ctx)
+
+    @api.multi
+    def preview(self):
+        return self._report_instance().preview()
+
+    @api.multi
+    def print_pdf(self):
+        return self._report_instance().print_pdf()
+
+    @api.multi
+    def export_xls(self):
+        return self._report_instance().export_xls()