[NEW] Addons account_budget_forecast creation
This commit is contained in:
Stéphan Sainléger
11
account_budget_forecast/models/__init__.py
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11
account_budget_forecast/models/__init__.py
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# -*- coding: utf-8 -*-
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from . import account_analytic_account
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from . import account_analytic_line
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from . import account_move
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from . import budget_forecast
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from . import sale_order
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from . import product
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from . import project
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from . import budget_coefficient
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from . import crm_lead
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271
account_budget_forecast/models/account_analytic_account.py
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271
account_budget_forecast/models/account_analytic_account.py
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# -*- coding: utf-8 -*-
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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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class AccountAnalyticAccount(models.Model):
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_inherit = "account.analytic.account"
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budget_forecast_ids = fields.One2many("budget.forecast", "analytic_id", copy=True)
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budget_forecast_manpower_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "manpower")],
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copy=True,
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)
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budget_forecast_material_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "material")],
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copy=True,
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)
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budget_forecast_equipment_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "equipment")],
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copy=True,
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)
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budget_forecast_subcontractors_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "subcontractors")],
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copy=True,
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)
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budget_forecast_miscellaneous_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "miscellaneous")],
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copy=True,
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)
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project_section_budget_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[
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("display_type", "in", ["line_section", "line_subsection"]),
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("is_summary", "=", True),
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],
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copy=False,
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)
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budget_coefficients_ids = fields.One2many(
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"budget.coefficient",
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"budget_forecast",
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copy=True,
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)
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global_coeff = fields.Float("Global coefficient", compute="_calc_global_coeff")
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plan_amount_without_coeff = fields.Float(
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"Plan Amount without coeff", compute="_calc_budget_amount"
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)
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plan_amount_with_coeff = fields.Float(
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"Plan Amount with coeff", compute="_calc_budget_amount"
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)
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total_expenses = fields.Float("Total expenses", compute="_calc_budget_amount")
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remaining_budget = fields.Float("Remaining budget", compute="_calc_budget_amount")
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total_incomes = fields.Float("Total incomes", compute="_calc_budget_amount")
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project_balance = fields.Float("Project Balance", compute="_calc_budget_amount")
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display_actual_amounts = fields.Boolean(
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string="Display Actual Amounts", default=False
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)
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project_managers = fields.Many2many(
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"res.users",
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string="Project managers",
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domain=lambda self: [("groups_id", "in", self.env.ref("base.group_user").id)],
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)
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opportunity = fields.Many2one(
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"crm.lead",
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string="Opportunity",
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compute="_compute_opportunity",
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)
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def default_budget_coefficients_ids(self):
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for coeff in self.budget_coefficients_ids:
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coeff.unlink()
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coeff_models = self.env["budget.coefficient.model"].search([])
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for model in coeff_models:
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vals = {
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"name": model.name,
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"coeff": model.coeff,
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"note": model.note,
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"budget_forecast": self.id,
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}
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self.env["budget.coefficient"].create(vals)
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def _compute_opportunity(self):
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lead = self.env["crm.lead"].search(
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[("analytic_account", "=", self.id)], limit=1
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)
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if lead:
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self.opportunity = lead.id
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@api.model
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def create(self, values):
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record = super(AccountAnalyticAccount, self).create(values)
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if not record.project_managers:
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record.project_managers = self.env["res.users"].browse(self.env.user.id)
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record.default_budget_coefficients_ids()
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return record
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@api.depends(
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"budget_forecast_ids.plan_amount_without_coeff",
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"budget_forecast_ids.plan_amount_with_coeff",
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"budget_forecast_ids.actual_amount",
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)
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def _calc_budget_amount(self):
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for record in self:
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line_ids = record.mapped("budget_forecast_ids").filtered(
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lambda line: (line.display_type == "line_section")
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and (line.is_summary == True)
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)
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# Planned amounts
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record.plan_amount_without_coeff = sum(
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line_ids.mapped("plan_amount_without_coeff")
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)
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record.plan_amount_with_coeff = sum(
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line_ids.mapped("plan_amount_with_coeff")
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)
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# Expenses
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record.total_expenses = sum(line_ids.mapped("actual_amount"))
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record.remaining_budget = (
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record.plan_amount_with_coeff - record.total_expenses
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)
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# Incomes
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record.total_incomes = 0
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domain = [
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("analytic_account_id", "=", record.id),
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("parent_state", "in", ["draft", "posted"]),
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("move_id.type", "in", ["out_invoice", "out_refund"]),
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]
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invoice_lines = self.env["account.move.line"].search(domain)
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for invoice_line in invoice_lines:
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if invoice_line.move_id.type == "out_invoice":
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record.total_incomes = (
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record.total_incomes + invoice_line.price_subtotal
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)
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elif invoice_line.move_id.type == "out_refund":
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record.total_incomes = (
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record.total_incomes - invoice_line.price_subtotal
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)
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# Balance
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record.project_balance = record.total_incomes - record.total_expenses
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def _calc_global_coeff(self):
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for record in self:
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line_ids = record.mapped("budget_coefficients_ids")
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record.global_coeff = sum(line_ids.mapped("coeff"))
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def action_budget_forecast(self):
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# Access only if the connected user is the project manager or an Odoo administrator
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if not (
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self.env.uid in self.project_managers.ids
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or self.env.user.has_group("base.group_system")
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):
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raise UserError(
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_(
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"You are not manager of this project.\nPlease contact the project manager or your Odoo administrator."
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)
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)
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return {
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"type": "ir.actions.act_window",
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"name": _("Budget"),
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"res_model": self._name,
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"res_id": self.id,
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"view_mode": "form",
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"view_type": "form",
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"views": [
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(
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self.env.ref(
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"account_budget_forecast.view_analytic_budget_forecast"
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).id,
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"form",
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)
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],
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"context": {"budget_forecast": True},
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}
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def name_get(self):
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if self._context.get("budget_forecast"):
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res = []
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for analytic in self:
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res.append((analytic.id, _("Budget")))
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return res
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return super(AccountAnalyticAccount, self).name_get()
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def displayActualAmounts(self):
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for record in self:
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if record.display_actual_amounts:
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record.display_actual_amounts = False
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else:
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record.display_actual_amounts = True
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def _update_summary(self):
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for record in self:
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summary_line_ids = (
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record.mapped("budget_forecast_ids")
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.filtered(lambda r: r.is_summary)
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.sorted(key=lambda r: r.sequence, reverse=True)
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)
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for summary_line in summary_line_ids:
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# find corresponding category section/sub_section lines
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lines = record.mapped("budget_forecast_ids").filtered(
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lambda x: (
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(not x.is_summary) and (x.summary_id.id == summary_line.id)
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)
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)
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# Calculate the total amounts
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summary_line.plan_amount_without_coeff = 0
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summary_line.plan_amount_with_coeff = 0
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summary_line.actual_amount = 0
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for line in lines:
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summary_line.plan_amount_without_coeff += (
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line.plan_amount_without_coeff
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)
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summary_line.plan_amount_with_coeff += line.plan_amount_with_coeff
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summary_line.actual_amount += line.actual_amount
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def action_refresh(self):
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for record in self:
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line_ids = (
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record.mapped("budget_forecast_ids")
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.filtered(lambda r: not r.is_summary)
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.sorted(key=lambda r: r.sequence, reverse=True)
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)
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for line in line_ids:
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line.refresh()
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record._update_summary()
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record._calc_budget_amount()
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def action_create_quotation(self):
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quotation = self.env["sale.order"].create(
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{
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"company_id": self.company_id.id,
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"partner_id": self.env.user.partner_id.id,
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}
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)
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for section in self.budget_forecast_ids.filtered(
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lambda s: (s.display_type == "line_section") and (s.is_summary == True)
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):
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values = {
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"order_id": quotation.id,
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"product_id": section.product_id.id,
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"name": section.product_id.name,
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"product_uom_qty": 1.0,
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"price_unit": section.plan_amount_with_coeff,
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}
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self.env["sale.order.line"].create(values)
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quotation.analytic_account_id = self.id
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quotation.opportunity_id = self.opportunity.id
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return {
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"type": "ir.actions.act_window",
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"name": _("Quotation"),
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"res_model": "sale.order",
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"res_id": quotation.id,
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"view_mode": "form",
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"view_type": "form",
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"views": [
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(
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self.env.ref("sale.view_order_form").id,
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"form",
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)
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],
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}
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19
account_budget_forecast/models/account_analytic_line.py
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19
account_budget_forecast/models/account_analytic_line.py
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# -*- coding: utf-8 -*-
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from odoo import models, fields, api
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class AccountAnalyticLine(models.Model):
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_inherit = "account.analytic.line"
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budget_forecast_id = fields.Many2one("budget.forecast")
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# def _timesheet_preprocess(self, vals):
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# vals = super(AccountAnalyticLine, self)._timesheet_preprocess(vals)
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# if vals.get("so_line") and not vals.get("product_id"):
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# so_line = self.env["sale.order.line"].browse(vals["so_line"])
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# vals["product_id"] = so_line.product_id.id
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# if vals.get("employee_id") and not vals.get("product_id"):
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# employee = self.env["hr.employee"].browse(vals["employee_id"])
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# vals["product_id"] = employee.timesheet_product_id.id
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# return vals
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14
account_budget_forecast/models/account_move.py
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14
account_budget_forecast/models/account_move.py
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# -*- coding: utf-8 -*-
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from odoo import models, fields, api
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class AccountMoveLine(models.Model):
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_inherit = "account.move.line"
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budget_forecast_id = fields.Many2one("budget.forecast")
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@api.depends("budget_forecast_id")
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def _transfer_budget_forecast_line(self):
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for record in self:
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record.analytic_line_ids.budget_forecast_id = record.budget_forecast_id.id
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22
account_budget_forecast/models/budget_coefficient.py
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22
account_budget_forecast/models/budget_coefficient.py
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@@ -0,0 +1,22 @@
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# -*- coding: utf-8 -*-
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from odoo import api, models, fields
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class BudgetCoefficientModel(models.Model):
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_name = "budget.coefficient.model"
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description = "Coefficient Models for the order line price calculation"
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name = fields.Char(string="Name", required=True)
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coeff = fields.Float(string="Coefficient", required=True, default=0.00)
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note = fields.Text(string="Description")
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class BudgetCoefficient(models.Model):
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_name = "budget.coefficient"
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_description = "Coefficients for the order line price calculation"
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name = fields.Char(string="Name", required=True)
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coeff = fields.Float(string="Coefficient", required=True, default=0.00)
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budget_forecast = fields.Many2one("account.analytic.account", string="Budget")
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note = fields.Text(string="Description")
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388
account_budget_forecast/models/budget_forecast.py
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388
account_budget_forecast/models/budget_forecast.py
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@@ -0,0 +1,388 @@
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# -*- coding: utf-8 -*-
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import logging
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from odoo import models, fields, api, _
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_logger = logging.getLogger(__name__)
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class BudgetForecast(models.Model):
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_name = "budget.forecast"
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_description = _name
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name = fields.Char("Name", store=True)
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description = fields.Char("Description", copy=True)
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sequence = fields.Integer()
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analytic_id = fields.Many2one(
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"account.analytic.account",
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"Analytic Account",
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required=True,
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ondelete="restrict",
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index=True,
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copy=True,
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)
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budget_category = fields.Selection(
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[
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("manpower", "Manpower"),
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("material", "Material"),
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("equipment", "Equipment"),
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("subcontractors", "Subcontractors"),
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("miscellaneous", "Miscellaneous"),
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],
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string=_("Budget Category"),
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)
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is_summary = fields.Boolean(copy=False, default=False, store=True)
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summary_id = fields.Many2one("budget.forecast", store=True)
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display_type = fields.Selection(
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[
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("line_section", "Section"),
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("line_subsection", "Sub-Section"),
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("line_article", "Article"),
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("line_note", "Note"),
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],
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copy=True,
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store=True,
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)
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product_id = fields.Many2one(
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"product.product", copy=True, domain="[('budget_level', '=', display_type)]"
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)
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plan_qty = fields.Float("Plan Quantity", copy=False)
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plan_price = fields.Float("Plan Price", default=0.00, copy=False)
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plan_amount_without_coeff = fields.Float(
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"Plan Amount", compute="_calc_plan_amount_without_coeff", store=True, copy=False
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)
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plan_amount_with_coeff = fields.Float(
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"Plan Amount with coeff",
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compute="_calc_plan_amount_with_coeff",
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store=True,
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copy=False,
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)
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analytic_line_ids = fields.One2many(
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"account.analytic.line", "budget_forecast_id", copy=False
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)
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actual_qty = fields.Float(
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"Actual Quantity",
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compute="_calc_actual",
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store=True,
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compute_sudo=True,
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copy=False,
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)
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actual_amount = fields.Float(
|
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"Expenses",
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compute="_calc_actual",
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store=True,
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compute_sudo=True,
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copy=False,
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)
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diff_expenses = fields.Float(
|
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"Diff", compute="_calc_actual", store=True, compute_sudo=True, copy=False
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)
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incomes = fields.Float(
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"Incomes",
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compute="_calc_actual",
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store=True,
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compute_sudo=True,
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copy=False,
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)
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balance = fields.Float(
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"Balance", compute="_calc_actual", store=True, compute_sudo=True, copy=False
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)
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parent_id = fields.Many2one(
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"budget.forecast", store=True, compute_sudo=True, compute="_calc_parent_id"
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)
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child_ids = fields.One2many("budget.forecast", "parent_id", copy=False)
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note = fields.Text(string="Note")
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###################################################################################
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# Budget lines management
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###################################################################################
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@api.model_create_multi
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@api.returns("self", lambda value: value.id)
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def create(self, vals_list):
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records = super(BudgetForecast, self).create(vals_list)
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for record in records:
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if not record.display_type:
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record.display_type = "line_article"
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elif record.is_summary and record.display_type in [
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||||
"line_section",
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||||
"line_subsection",
|
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]:
|
||||
record._create_category_sections()
|
||||
return records
|
||||
|
||||
def _create_category_sections(self):
|
||||
categories = dict(self._fields["budget_category"].selection)
|
||||
for category in categories:
|
||||
# Create other category lines
|
||||
values = {
|
||||
"budget_category": category,
|
||||
"summary_id": self.id,
|
||||
"is_summary": False,
|
||||
}
|
||||
self.copy(values)
|
||||
|
||||
def write(self, vals, one_more_loop=True):
|
||||
res = super(BudgetForecast, self).write(vals)
|
||||
if one_more_loop:
|
||||
self._sync_sections_data()
|
||||
return res
|
||||
|
||||
def unlink(self, child_unlink=False):
|
||||
parent_ids = self.mapped("parent_id")
|
||||
if not child_unlink:
|
||||
for record in self:
|
||||
if not record.is_summary and (
|
||||
record.display_type
|
||||
in [
|
||||
"line_section",
|
||||
"line_subsection",
|
||||
]
|
||||
):
|
||||
# find similar section/sub_section lines
|
||||
lines = record.env["budget.forecast"].search(
|
||||
[
|
||||
"|",
|
||||
("summary_id", "=", record.summary_id.id),
|
||||
("id", "=", record.summary_id.id),
|
||||
]
|
||||
)
|
||||
for line in lines:
|
||||
line.unlink(True)
|
||||
res = super(BudgetForecast, self).unlink()
|
||||
parent_ids.exists()._calc_plan()
|
||||
return res
|
||||
|
||||
@api.onchange("product_id")
|
||||
def _onchange_product_id(self):
|
||||
if self.product_id:
|
||||
self.description = self.product_id.name
|
||||
if self.display_type == "line_article":
|
||||
self.plan_price = self.product_id.standard_price
|
||||
else:
|
||||
self._calc_plan_price()
|
||||
else:
|
||||
self.description = ""
|
||||
self.plan_price = 0
|
||||
if self.display_type != "line_article":
|
||||
self._calc_plan_price()
|
||||
|
||||
def _get_budget_category_label(self):
|
||||
categories = dict(self._fields["budget_category"].selection)
|
||||
for key, val in categories.items():
|
||||
if key == self.budget_category:
|
||||
return val
|
||||
return ""
|
||||
|
||||
@api.onchange("description", "product_id")
|
||||
def _compute_name(self):
|
||||
for record in self:
|
||||
if record.product_id:
|
||||
name = (
|
||||
record.description
|
||||
+ " - "
|
||||
+ record.product_id.name
|
||||
+ " - "
|
||||
+ record._get_budget_category_label()
|
||||
+ " - "
|
||||
+ record.analytic_id.name
|
||||
)
|
||||
values = {
|
||||
"name": name,
|
||||
}
|
||||
record.write(values, False)
|
||||
|
||||
def _sync_sections_data(self):
|
||||
for record in self:
|
||||
if record.display_type in ["line_section", "line_subsection"]:
|
||||
if not record.is_summary:
|
||||
# find corresponding line summary
|
||||
summary_line = self.env["budget.forecast"].browse(
|
||||
record.summary_id.id
|
||||
)
|
||||
values = {
|
||||
"product_id": record.product_id.id,
|
||||
"description": record.description,
|
||||
}
|
||||
summary_line.write(values, False)
|
||||
summary_line._compute_name()
|
||||
|
||||
# find similar category section/sub_section lines
|
||||
domain = [
|
||||
("is_summary", "=", False),
|
||||
("id", "!=", record.id),
|
||||
]
|
||||
if not record.is_summary:
|
||||
domain.extend([("summary_id", "=", record.summary_id.id)])
|
||||
else:
|
||||
domain.extend([("summary_id", "=", record.id)])
|
||||
lines = self.env["budget.forecast"].search(domain)
|
||||
for line in lines:
|
||||
values = {
|
||||
"product_id": record.product_id.id,
|
||||
"description": record.description,
|
||||
}
|
||||
line.write(values, False)
|
||||
line._compute_name()
|
||||
|
||||
@api.depends(
|
||||
"analytic_id.budget_forecast_ids", "sequence", "parent_id", "child_ids"
|
||||
)
|
||||
def _calc_parent_id(self):
|
||||
for record in self:
|
||||
if record.display_type == "line_section":
|
||||
# A Section is the top of the line hierarchy => no parent
|
||||
record.parent_id = False
|
||||
continue
|
||||
found = False
|
||||
parent_id = False
|
||||
for line in record.analytic_id.budget_forecast_ids.search(
|
||||
[
|
||||
("analytic_id", "=", record.analytic_id.id),
|
||||
("budget_category", "=", record.budget_category),
|
||||
]
|
||||
).sorted(key=lambda r: r.sequence, reverse=True):
|
||||
if not found and line != record:
|
||||
continue
|
||||
if line == record:
|
||||
found = True
|
||||
continue
|
||||
if line.display_type in ["line_article", "line_note"]:
|
||||
continue
|
||||
elif line.display_type == "line_subsection":
|
||||
if record.display_type in ["line_article", "line_note"]:
|
||||
parent_id = line
|
||||
break
|
||||
else:
|
||||
continue
|
||||
elif line.display_type == "line_section":
|
||||
parent_id = line
|
||||
break
|
||||
record.parent_id = parent_id
|
||||
|
||||
def refresh(self):
|
||||
self._calc_parent_id()
|
||||
self._calc_plan()
|
||||
self._calc_actual()
|
||||
|
||||
###################################################################################
|
||||
# Amounts calculation
|
||||
###################################################################################
|
||||
|
||||
def _calc_plan(self):
|
||||
self._calc_plan_qty()
|
||||
self._calc_plan_price()
|
||||
self._calc_plan_amount_without_coeff()
|
||||
self._calc_plan_amount_with_coeff()
|
||||
|
||||
@api.depends("plan_qty", "plan_price", "child_ids")
|
||||
def _calc_plan_amount_without_coeff(self):
|
||||
for record in self:
|
||||
if record.child_ids:
|
||||
record.plan_amount_without_coeff = sum(
|
||||
record.mapped("child_ids.plan_amount_without_coeff")
|
||||
)
|
||||
else:
|
||||
record.plan_amount_without_coeff = record.plan_qty * record.plan_price
|
||||
|
||||
@api.depends("plan_qty", "plan_price", "child_ids")
|
||||
def _calc_plan_amount_with_coeff(self):
|
||||
for record in self:
|
||||
record.plan_amount_with_coeff = record.plan_amount_without_coeff * (
|
||||
1 + record.analytic_id.global_coeff
|
||||
)
|
||||
|
||||
@api.depends("child_ids")
|
||||
def _calc_plan_qty(self):
|
||||
for record in self:
|
||||
if record.child_ids:
|
||||
record.plan_qty = sum(record.mapped("child_ids.plan_qty"))
|
||||
|
||||
@api.depends("child_ids")
|
||||
def _calc_plan_price(self):
|
||||
for record in self:
|
||||
if record.display_type in ["line_section", "line_subsection"]:
|
||||
if record.child_ids:
|
||||
lst = record.mapped("child_ids.plan_price")
|
||||
if lst and (sum(lst) > 0):
|
||||
record.plan_price = lst and sum(lst)
|
||||
else:
|
||||
record.plan_price = record.product_id.standard_price
|
||||
else:
|
||||
record.plan_price = record.product_id.standard_price
|
||||
elif record.display_type == "line_note":
|
||||
record.plan_price = 0.00
|
||||
|
||||
@api.depends("analytic_id.line_ids.amount")
|
||||
def _calc_actual(self):
|
||||
for record in self:
|
||||
if record.display_type in ["line_section", "line_subsection"]:
|
||||
if record.child_ids:
|
||||
# Actual expenses are calculated with the child lines
|
||||
record.actual_qty = sum(record.mapped("child_ids.actual_qty"))
|
||||
record.actual_amount = sum(record.mapped("child_ids.actual_amount"))
|
||||
# Incomes are calculated with the analytic lines
|
||||
line_ids = record.analytic_line_ids.filtered(
|
||||
lambda x: x.move_id.move_id.type
|
||||
in ["out_invoice", "out_refund"]
|
||||
)
|
||||
record.incomes = sum(line_ids.mapped("amount"))
|
||||
|
||||
# Add Invoice lines ids
|
||||
domain = [
|
||||
("analytic_account_id", "=", record.analytic_id.id),
|
||||
("parent_state", "in", ["draft", "posted"]),
|
||||
("budget_forecast_id", "=", record.id),
|
||||
("move_id.type", "in", ["out_invoice", "out_refund"]),
|
||||
]
|
||||
invoice_lines = self.env["account.move.line"].search(domain)
|
||||
for invoice_line in invoice_lines:
|
||||
if invoice_line.move_id.type == "out_invoice":
|
||||
record.incomes = (
|
||||
record.incomes + invoice_line.price_subtotal
|
||||
)
|
||||
elif invoice_line.move_id.type == "out_refund":
|
||||
record.incomes = (
|
||||
record.incomes - invoice_line.price_subtotal
|
||||
)
|
||||
record.balance = record.incomes - record.actual_amount
|
||||
|
||||
elif record.display_type == "line_note":
|
||||
record.actual_qty = 0
|
||||
record.actual_amount = 0.00
|
||||
else:
|
||||
line_ids = record.analytic_line_ids.filtered(
|
||||
lambda x: x.move_id.move_id.type
|
||||
not in ["out_invoice", "out_refund"]
|
||||
)
|
||||
record.actual_qty = abs(sum(line_ids.mapped("unit_amount")))
|
||||
record.actual_amount = -sum(line_ids.mapped("amount"))
|
||||
|
||||
# Add Invoice lines ids
|
||||
domain = [
|
||||
("analytic_account_id", "=", record.analytic_id.id),
|
||||
("parent_state", "in", ["draft", "posted"]),
|
||||
("budget_forecast_id", "=", record.id),
|
||||
("move_id.type", "in", ["in_invoice", "in_refund"]),
|
||||
]
|
||||
invoice_lines = self.env["account.move.line"].search(domain)
|
||||
for invoice_line in invoice_lines:
|
||||
if invoice_line.move_id.type == "in_invoice":
|
||||
record.actual_qty = record.actual_qty + invoice_line.quantity
|
||||
record.actual_amount = (
|
||||
record.actual_amount + invoice_line.price_subtotal
|
||||
)
|
||||
elif invoice_line.move_id.type == "in_refund":
|
||||
record.actual_qty = record.actual_qty - invoice_line.quantity
|
||||
record.actual_amount = (
|
||||
record.actual_amount - invoice_line.price_subtotal
|
||||
)
|
||||
|
||||
record.incomes = None
|
||||
record.balance = None
|
||||
|
||||
record.diff_expenses = record.plan_amount_with_coeff - record.actual_amount
|
||||
30
account_budget_forecast/models/crm_lead.py
Normal file
30
account_budget_forecast/models/crm_lead.py
Normal file
@@ -0,0 +1,30 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from odoo import _, models, fields, api
|
||||
from odoo.exceptions import UserError
|
||||
|
||||
|
||||
class Lead(models.Model):
|
||||
_inherit = "crm.lead"
|
||||
|
||||
analytic_account = fields.Many2one(
|
||||
"account.analytic.account", "Analytic Account", required=False, index=True
|
||||
)
|
||||
plan_amount_with_coeff = fields.Float(
|
||||
related="analytic_account.plan_amount_with_coeff"
|
||||
)
|
||||
|
||||
def action_budget_forecast(self):
|
||||
if not self.analytic_account:
|
||||
raise UserError(
|
||||
_(
|
||||
"You must add an analytic account to build/access the budget forecast screen."
|
||||
)
|
||||
)
|
||||
return self.analytic_account.action_budget_forecast()
|
||||
|
||||
def action_new_quotation(self):
|
||||
action = super(Lead, self).action_new_quotation()
|
||||
if self.analytic_account:
|
||||
action["context"]["default_analytic_account_id"] = self.analytic_account.id
|
||||
return action
|
||||
17
account_budget_forecast/models/product.py
Normal file
17
account_budget_forecast/models/product.py
Normal file
@@ -0,0 +1,17 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from odoo import models, fields, _
|
||||
|
||||
|
||||
class ProductTemplate(models.Model):
|
||||
_inherit = "product.template"
|
||||
|
||||
budget_level = fields.Selection(
|
||||
[
|
||||
("line_section", "Section"),
|
||||
("line_subsection", "Sub-Section"),
|
||||
("line_article", "Article"),
|
||||
],
|
||||
string="Budget level",
|
||||
default="line_article",
|
||||
)
|
||||
24
account_budget_forecast/models/project.py
Normal file
24
account_budget_forecast/models/project.py
Normal file
@@ -0,0 +1,24 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from odoo import models, _
|
||||
import json
|
||||
|
||||
|
||||
class Project(models.Model):
|
||||
_inherit = "project.project"
|
||||
|
||||
def _plan_get_stat_button(self):
|
||||
res = super(Project, self)._plan_get_stat_button()
|
||||
action = self.analytic_account_id.action_budget_forecast()
|
||||
res.append(
|
||||
{
|
||||
"name": _("Budget"),
|
||||
"icon": "fa-usd",
|
||||
"action": {
|
||||
"data-model": action["res_model"],
|
||||
"data-views": json.dumps(action["views"]),
|
||||
"data-res-id": action["res_id"],
|
||||
},
|
||||
}
|
||||
)
|
||||
return res
|
||||
30
account_budget_forecast/models/sale_order.py
Normal file
30
account_budget_forecast/models/sale_order.py
Normal file
@@ -0,0 +1,30 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
|
||||
from odoo import models, fields, _, api
|
||||
from odoo.exceptions import Warning
|
||||
|
||||
|
||||
class SaleOrder(models.Model):
|
||||
_inherit = "sale.order"
|
||||
|
||||
plan_amount_with_coeff = fields.Float(
|
||||
related="analytic_account_id.plan_amount_with_coeff"
|
||||
)
|
||||
|
||||
def action_budget_forecast(self):
|
||||
if not self.analytic_account_id:
|
||||
raise Warning(_("Please set the analytic account"))
|
||||
return self.analytic_account_id.action_budget_forecast()
|
||||
|
||||
@api.returns("self", lambda value: value.id)
|
||||
def copy(self, default=None):
|
||||
record = super(SaleOrder, self).copy(default=default)
|
||||
if self.analytic_account_id.budget_forecast_ids:
|
||||
if self.name in self.analytic_account_id.name:
|
||||
name = self.analytic_account_id.name.replace(self.name, record.name)
|
||||
else:
|
||||
name = "%s: %s" % (self.analytic_account_id.name, record.name)
|
||||
record.analytic_account_id = self.analytic_account_id.copy(
|
||||
default=dict(name=name)
|
||||
)
|
||||
return record
|
||||
Reference in New Issue
Block a user