[MIG] Migration account_budget_forecast addons to v14.0
This commit is contained in:
Stéphan Sainléger
284
account_budget_forecast/models/account_analytic_account.py
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284
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_delivery_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "delivery")],
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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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budget_forecast_unplanned_ids = fields.One2many(
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"budget.forecast",
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"analytic_id",
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domain=[("budget_category", "=", "unplanned")],
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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.move_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.move_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.move_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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"budget_forecast_id": section.id,
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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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