[ADD] budget_management: add module for managing budgets

Add  budget_management module for managing budgets.
Implemented bulk creation of budgets on monthly and quarter basis.
Each budget line is linked to its respective analytic account lines and
analytic account.
Budget lines have graph, gantt and pivot views for better presentation.

budget_management/__init__.py

@@ -1 +1 @@
-from . import models
+from . import models, wizard

budget_management/__manifest__.py

@@ -1,14 +1,15 @@
 {
     "name": "Budget Management",
     "category": "Accounting/Budgeting",
-    "depends": ["base", "analytic"],
+    "depends": ["base", "account"],
     "description": """
             This module is for managing Budgets.
     """,
     "data": [
         "security/ir.model.access.csv",
         "views/budget_views.xml",
         "views/budget_lines_views.xml",
+        "wizard/bulk_budget_views.xml",
         "views/budget_menus.xml",
     ],
     "demo": [],

budget_management/models/__init__.py

@@ -1 +1,3 @@
-from . import budget_budget, budget_lines
+from . import budget_budget
+from . import budget_line
+from . import account_analytic_line

budget_management/models/account_analytic_line.py

@@ -0,0 +1,7 @@
+from odoo import fields, models
+
+
+class AccountAnalyticLine(models.Model):
+    _inherit = "account.analytic.line"
+
+    budget_line_id = fields.Many2one(comodel_name="budget.line", string="Budget Line", ondelete="cascade" )

budget_management/models/budget_budget.py

@@ -1,32 +1,31 @@
 from markupsafe import Markup
-from odoo import api, fields, models, _
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
 
 
 class BudgetBudget(models.Model):
     _name = "budget.budget"
-    _inherit = ["mail.thread", "mail.activity.mixin"]
     _description = "New Budget"
-
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+
     name = fields.Char("Budget Name", compute="_compute_budget_name", required=True)
-    user_id = fields.Many2one(
-        "res.users", "Responsible", default=lambda self: self.env.user
-    )
-    revision_id = fields.Many2one(
-        "res.users", "Revision_id", default=lambda self: self.env.user
-    )
-    company_id = fields.Many2one(
-        "res.company", "Company", required=True, default=lambda self: self.env.company
-    )
+    active = fields.Boolean(default=True)
+    warning_message = fields.Boolean(default=False, compute='_compute_warning')
     date_from = fields.Date("Start Date", required=True)
     date_to = fields.Date("End Date", required=True)
+    user_id = fields.Many2one("res.users", "Responsible", default=lambda self: self.env.user)
+    revision_id = fields.Many2one("res.users", "Revision_id", default=lambda self: self.env.user)
+    company_id = fields.Many2one("res.company", "Company", default=lambda self: self.env.company)
+    parent_id = fields.Many2one(string="Revision Of",comodel_name="budget.budget", ondelete="cascade")
+    children_ids = fields.One2many(string="Revisions",comodel_name="budget.budget",inverse_name="parent_id")
+    budget_line_ids = fields.One2many("budget.line", "budget_id", copy=True)
     over_budget = fields.Selection(
         string="On Over Budget",
         selection=[
             ("warning", "Warning"),
             ("restriction", "Restriction"),
         ],
-        required=True,
-    )
+        required=True,default="warning")
     state = fields.Selection(
         string="Status",
         selection=[
@@ -38,28 +37,57 @@ class BudgetBudget(models.Model):
         required=True,
         default="draft",
     )
-    color = fields.Integer("Color Index", default=0)
-    parent_id = fields.Many2one(
-        string="Revision Of",
-        comodel_name="budget.budget",
-        ondelete="cascade",
-    )
-    children_ids = fields.One2many(
-        string="Revisions",
-        comodel_name="budget.budget",
-        inverse_name="parent_id",
-    )
-    budget_lines = fields.One2many("budget.line", "budget_id")
-    active = fields.Boolean(default=True)
 
-    def action_view_tasks(self):
-        action = (
-            self.env["ir.actions.act_window"]
-            .with_context({"active_id": self.id})
-            ._for_xml_id("budget_management.budget_lines_action")
-        )
-        action["display_name"] = self.name
-        return action
+    @api.constrains("date_from", "date_to")
+    def _constrains_date(self):
+        for record in self:
+            check_budget = self.env["budget.budget"].search(
+                [
+                    ("date_from", "=", record.date_from),
+                    ("date_to", "=", record.date_to),
+                    ("id", "not in", self.ids),
+                    ("active", "=", True),
+                ]
+            )
+            if check_budget:
+                raise ValidationError(
+                    "BUDGET ALREADY EXISTS FOR THIS PERIOD"
+                )
+            if record.date_from > record.date_to:
+                raise ValidationError(
+                    "START DATE MUST BE BEFORE END DATE"
+                )
+
+
+    @api.depends("date_from", "date_to")
+    def _compute_budget_name(self):
+        for budget in self:
+            if budget.date_from:
+                budget.name = _(
+                    "Budget :  %(date_from)s to %(date_to)s",
+                    date_from=budget.date_from or "",
+                    date_to=budget.date_to or "",
+                )
+            else:
+                budget.name = "Budget :  "
+
+    @api.depends("budget_line_ids.achieved_amount","budget_line_ids.budget_amount")
+    def _compute_warning(self):
+        for record in self:
+            if record.over_budget=="warning" and any(line.achieved_amount > line.budget_amount for line in record.budget_line_ids):
+                record.warning_message = True
+            else:
+                record.warning_message=False
+
+    def action_view_budget_lines(self):
+        return {
+            "name": _("Budget Lines"),
+            "type": "ir.actions.act_window",
+            "view_mode": "list,graph,pivot,gantt",
+            "res_model": "budget.line",
+            "target": "self",
+            "domain": [("budget_id", "=", self.id)],
+        }
 
     def action_budget_confirm(self):
         self.parent_id.filtered(lambda b: b.state == "confirmed").state = "revised"
@@ -78,14 +106,15 @@ def action_budget_done(self):
     def create_revised_budget(self):
         revised = self.browse()
         for budget in self:
+            budget.state="revised"
+            budget.active=False
             revised_budget = budget.copy(
                 default={
-                    "name": _("REV %s", budget.name),
+                    "name": _("REV %s") % budget.name,
                     "parent_id": budget.id,
                 }
             )
             revised += revised_budget
-            budget.write({"active": False})
             budget.message_post(
                 body=Markup(
                     "%s: <a href='#' data-oe-model='budget.budget' data-oe-id='%s'>%s</a>"
@@ -96,16 +125,3 @@ def create_revised_budget(self):
                     revised_budget.name,
                 )
             )
-        return revised._get_records_action()
-
-    @api.depends("date_from", "date_to")
-    def _compute_budget_name(self):
-        for budget in self:
-            if budget.date_from:
-                budget.name = _(
-                    "Budget :  %(date_from)s to %(date_to)s",
-                    date_from=budget.date_from,
-                    date_to=budget.date_to,
-                )
-            else:
-                budget.name = "Budget :  "

budget_management/models/budget_line.py

@@ -0,0 +1,62 @@
+from odoo import api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class BudgetLine(models.Model):
+    _name = "budget.line"
+    _description = "Budget Lines"
+
+    name = fields.Char("Name")
+    analytic_account = fields.Many2one("account.analytic.account")
+    budget_amount = fields.Integer("Budget Amount", required=True)
+    achieved_amount = fields.Float(
+        "Achieved Amount", compute="_compute_achieved_amount", store=True
+    )
+    budget_id = fields.Many2one("budget.budget")
+    progress = fields.Float("Achieved (%)", compute="_compute_progress")
+    account_analytics_line_ids = fields.One2many(
+        comodel_name="account.analytic.line", inverse_name="budget_line_id"
+    )
+    date_from=fields.Date(related='budget_id.date_from')
+    date_to=fields.Date(related='budget_id.date_to')
+    user_id=fields.Many2one(related='budget_id.user_id')
+
+    @api.constrains("achieved_amount", "budget_amount", "account_analytics_line_ids")
+    def _check_restriction_on_creation(self):
+        for record in self:
+            if record.budget_id.over_budget == "restriction":
+                if record.achieved_amount > record.budget_amount:
+                    raise ValidationError(
+                        "Cannot create this analytic line, achieved amount is greater than budget amount"
+                    )
+
+    @api.depends("account_analytics_line_ids.amount",)
+    def _compute_achieved_amount(self):
+        for budget_line in self:
+            budget_line.achieved_amount = abs(
+                sum(budget_line.account_analytics_line_ids.filtered(lambda l : l.amount<0).mapped("amount"))
+            )
+
+    @api.depends("achieved_amount", "budget_amount")
+    def _compute_progress(self):
+        for record in self:
+            if record.budget_amount:
+                record.progress = abs(
+                    (record.achieved_amount / record.budget_amount) * 100
+                )
+            else:
+                record.progress = 0
+
+    def action_related_account_analytic_lines(self):
+        self.ensure_one()
+        for record in self:
+            action = record.env["ir.actions.act_window"]._for_xml_id(
+                "analytic.account_analytic_line_action"
+            )
+            action["display_name"] = f"Analytic Lines ({self.analytic_account.name})"
+            action["domain"] = [("budget_line_id", "=", self.id)]
+            action["context"] = {
+                "default_budget_line_id": self.id,
+                "default_account_id": self.analytic_account.id,
+            }
+        return action

budget_management/security/ir.model.access.csv

@@ -1,3 +1,4 @@
 id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
 access_budget_budget,access_budget_budget,budget_management.model_budget_budget,base.group_user,1,1,1,1
-access_budget_line,access_budget_line,budget_management.model_budget_line,base.group_user,1,1,1,1
+access_budget_line,access_budget_line,budget_management.model_budget_line,base.group_user,1,1,1,1
+access_bulk_budget,access_bulk_budget,budget_management.model_bulk_budget,base.group_user,1,1,1,1

budget_management/views/budget_lines_views.xml

@@ -4,7 +4,7 @@
     <record id="budget_lines_action" model="ir.actions.act_window">
         <field name="name">Budget Lines</field>
         <field name="res_model">budget.line</field>
-        <field name="view_mode">list</field>
+        <field name="view_mode">list,graph,pivot,gantt</field>
         <field name="domain">[('budget_id', '=', active_id)]</field>
     </record>
 
@@ -13,13 +13,49 @@
         <field name="model">budget.line</field>
         <field name="arch" type="xml">
             <list sample="1" editable="bottom">
+                <field name="name" string="Name"/>
                 <field name="analytic_account" string="Analytic Account"/>
                 <field name="budget_amount" />
                 <field name="achieved_amount"></field>
                 <field name="progress" widget="progressbar"></field>
-                <button name="related_account_analytic_lines" string="view"/>
+                <button name="action_related_account_analytic_lines" type='object' string="view"/>
             </list>
         </field>
     </record>
 
+    <record id="view_budget_line_graph" model="ir.ui.view">
+        <field name="name">budget.line.graph</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <graph sample="1" disable_linking="1" string="Budget Lines" type="bar" stacked="True">
+                <field name="name" type="row"/>
+                <field name="budget_amount" type="measure" string="Budget Amount"/>
+                <field name="achieved_amount" type="measure" string="Achieved Amount"/>
+            </graph>
+        </field>
+    </record>
+
+
+    <record id="view_budget_line_gantt" model="ir.ui.view">
+        <field name="name">budget.line.gantt.view</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <gantt default_group_by="name" progress="progress" date_start="date_from" date_stop="date_to" string="Budget Lines" color="id" >
+                <field name="name"/>
+                <field name="analytic_account"/>
+
+            </gantt>
+        </field>
+    </record>
+
+    <record id="view_budget_line_pivot" model="ir.ui.view">
+        <field name="name">budget.line.pivot</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <pivot string="Budget Lines" sample="1"> 
+                <field name="name" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
 </odoo>