[NEW] Add budget model funcitonnalities

User is able to generate budget model and model lines
User can reset a budget and generate one using an existing model

account_budget_forecast/__init__.py

@@ -1,3 +1,4 @@
 # -*- coding: utf-8 -*-
 
 from . import models
+from . import wizard

account_budget_forecast/__manifest__.py

@@ -73,6 +73,7 @@ This module is maintained by ELABORE.
     # always loaded
     "data": [
         "security/ir.model.access.csv",
+        "wizard/budget_forecast_model_choice.xml",
         "views/account_analytic_account.xml",
         "views/account_analytic_account_categories.xml",
         "views/account_invoice.xml",
@@ -80,6 +81,7 @@ This module is maintained by ELABORE.
         "views/budget_forecast.xml",
         "views/budget_coefficient.xml",
         "views/budget_coefficient_model.xml",
+        "views/budget_forecast_model.xml",
         "views/product_template_form.xml",
         "views/project_views.xml",
         "views/hr_employee.xml",

account_budget_forecast/models/__init__.py

@@ -4,6 +4,7 @@ from . import account_analytic_account
 from . import account_analytic_line
 from . import account_move
 from . import budget_forecast
+from . import budget_forecast_model
 from . import sale_order
 from . import product
 from . import project

account_budget_forecast/models/budget_forecast.py

@@ -16,7 +16,6 @@ class BudgetForecast(models.Model):
         "account.analytic.account",
         "Analytic Account",
         required=True,
-        ondelete="restrict",
         index=True,
         copy=True,
     )
@@ -138,25 +137,24 @@ class BudgetForecast(models.Model):
         parent_ids = self.mapped("parent_id")
         if not child_unlink:
             for record in self:
-                if not record.is_summary and (
+                if record.display_type in [
-                    record.display_type
-                    in [
                     "line_section",
                     "line_subsection",
-                    ]
+                ]:
-                ):
+                    if record.is_summary:
-                    # find similar section/sub_section lines
+                        domain = [("summary_id", "=", record.id)]
-                    lines = record.env["budget.forecast"].search(
+                    else:
-                        [
+                        domain = [
+                            ("id", "!=", record.id),
                             "|",
                             ("summary_id", "=", record.summary_id.id),
                             ("id", "=", record.summary_id.id),
                         ]
-                    )
+                    # find similar section/sub_section lines
+                    lines = record.env["budget.forecast"].search(domain)
                     for line in lines:
                         line.unlink(True)
         res = super(BudgetForecast, self).unlink()
-        parent_ids.exists()._calc_plan()
         return res
 
     @api.onchange("product_id")

account_budget_forecast/models/budget_forecast_model.py

@@ -0,0 +1,37 @@
+# -*- coding: utf-8 -*-
+
+from odoo import models, fields, api, _
+
+
+class BudgetForecastModel(models.Model):
+    _name = "budget.forecast.model"
+    _description = _name
+
+    name = fields.Char("Name", copy=False)
+
+
+class BudgetForecastModelLine(models.Model):
+    _name = "budget.forecast.model.line"
+    _description = _name
+
+    budget_model = fields.Many2one("budget.forecast.model", copy=True)
+
+    name = fields.Char("Name", copy=True)
+
+    display_type = fields.Selection(
+        [
+            ("line_section", "Section"),
+            ("line_subsection", "Sub-Section"),
+        ],
+        copy=True,
+        store=True,
+    )
+    product_id = fields.Many2one(
+        "product.product", copy=True, domain="[('budget_level', '=', display_type)]"
+    )
+    parent_id = fields.Many2one(
+        "budget.forecast.model.line",
+        store=True,
+        copy=False,
+    )
+    child_ids = fields.One2many("budget.forecast.model.line", "parent_id", copy=False)

account_budget_forecast/security/ir.model.access.csv

@@ -2,3 +2,6 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_budget_forecast_project_user,access_budget_forecast_project_user,model_budget_forecast,project.group_project_user,1,1,1,1
 access_budget_coefficient,budget_coefficient,model_budget_coefficient,base.group_user,1,1,1,1
 access_budget_coefficient_model,budget_coefficient_model,model_budget_coefficient_model,base.group_user,1,1,1,1
+access_budget_forecast_model,budget_forecast_model,model_budget_forecast_model,base.group_user,1,1,1,1
+access_budget_forecast_model_line,budget_forecast_model_line,model_budget_forecast_model_line,base.group_user,1,1,1,1
+access_budget_forecast_model_choice,budget_forecast_model_choice,model_budget_forecast_model_choice,base.group_user,1,1,1,1

account_budget_forecast/views/account_analytic_account.xml

@@ -17,6 +17,7 @@
 					<button type="object" class="oe_stat_button" icon="fa-eye" name="displayActualAmounts" string="Hide Actual amounts" attrs="{'invisible' : [('display_actual_amounts', '=', False)]}">
 						<field name="display_actual_amounts" widget="boolean_toggle" />
 					</button>
+					<button type="action" class="oe_stat_button" icon="fa-refresh" name="%(action_budget_forecast_model_choice)d" string="Reset Budget" />
 				</header>
 				<sheet string="Project Budget">
 					<group>

account_budget_forecast/views/budget_forecast_model.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_budget_forecast_model_tree" model="ir.ui.view">
+        <field name="name">budget.forecast.model.tree</field>
+        <field name="model">budget.forecast.model</field>
+        <field name="arch" type="xml">
+            <tree editable="top">
+                <field name="name" />
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_budget_forecast_model_line_tree" model="ir.ui.view">
+        <field name="name">budget.forecast.model.line.tree</field>
+        <field name="model">budget.forecast.model.line</field>
+        <field name="arch" type="xml">
+            <tree editable="top">
+                <field name="budget_model" />
+                <field name="display_type" />
+                <field name="product_id" />
+                <field name="name" />
+                <field name="parent_id" />
+            </tree>
+        </field>
+    </record>
+
+    <record id="act_budget_forecast_models" model="ir.actions.act_window">
+        <field name="name">Budget Forecast Model</field>
+        <field name="res_model">budget.forecast.model</field>
+        <field name="view_mode">tree</field>
+    </record>
+    <record id="act_budget_forecast_model_lines" model="ir.actions.act_window">
+        <field name="name">Budget Forecast Model Lines</field>
+        <field name="res_model">budget.forecast.model.line</field>
+        <field name="view_mode">tree</field>
+    </record>
+</odoo>

account_budget_forecast/views/menu.xml

@@ -5,4 +5,8 @@
 
 	<menuitem id="menu_budget_forecast_coeff_models" action="act_budget_forecast_coeff_models" parent="project.menu_project_config" sequence="20" />
 
+	<menuitem id="menu_budget_forecast_models" action="act_budget_forecast_models" parent="project.menu_project_config" sequence="20" />
+
+	<menuitem id="menu_budget_forecast_model_lines" action="act_budget_forecast_model_lines" parent="project.menu_project_config" sequence="20" />
+
 </odoo>

account_budget_forecast/wizard/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import budget_forecast_model_choice

account_budget_forecast/wizard/budget_forecast_model_choice.py

@@ -0,0 +1,71 @@
+# -*- coding: utf-8 -*-
+import logging
+
+from bdb import set_trace
+from odoo import models, fields, _
+
+_logger = logging.getLogger(__name__)
+
+
+class BudgetForecastModelChoice(models.Model):
+    _name = "budget.forecast.model.choice"
+    _description = _name
+
+    budget_forecast_model = fields.Many2one("budget.forecast.model")
+
+    def create_budget_forecast_lines(self):
+        analytic_account = self.env["account.analytic.account"].browse(
+            self._context.get("active_ids")
+        )
+        # Budget line deletion must be done in a precise order to avoid trying to unlink already deleted lines.
+        # 1. Delete summary lines to remove all the linked section and subsection lines
+        for line in analytic_account.budget_forecast_ids.filtered(
+            lambda r: r.is_summary
+        ):
+            _logger.debug("SUMMARY BUDGET LINE = %s", line.name)
+            line.unlink()
+
+        # 2. Delete article and note lines
+        for line in analytic_account.budget_forecast_ids.filtered(
+            lambda r: r.display_type in ["line_article", "line_note"]
+        ):
+            _logger.debug("OTHER BUDGET LINE = %s", line.name)
+            line.unlink()
+
+        if self.budget_forecast_model:
+            # Create new summary lines
+            section_model_lines = self.env["budget.forecast.model.line"].search(
+                [
+                    ("budget_model", "=", self.budget_forecast_model.id),
+                    ("display_type", "=", "line_section"),
+                ]
+            )
+            sequence = 0
+            for section in section_model_lines:
+                vals = {
+                    "analytic_id": self.env["account.analytic.account"]
+                    .browse(self._context.get("active_ids"))
+                    .id,
+                    "display_type": "line_section",
+                    "product_id": section.product_id.id,
+                    "description": section.name,
+                    "is_summary": True,
+                    "sequence": sequence,
+                }
+                section_line = self.env["budget.forecast"].create(vals)
+                sequence += 1
+                if section.child_ids:
+                    for sub_section in section.child_ids:
+                        vals = {
+                            "analytic_id": self.env["account.analytic.account"]
+                            .browse(self._context.get("active_ids"))
+                            .id,
+                            "display_type": "line_subsection",
+                            "product_id": sub_section.product_id.id,
+                            "description": sub_section.name,
+                            "is_summary": True,
+                            "parent_id": section_line.id,
+                            "sequence": sequence,
+                        }
+                        self.env["budget.forecast"].create(vals)
+                        sequence += 1

account_budget_forecast/wizard/budget_forecast_model_choice.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="budget_forecast_model_wizard" model="ir.ui.view">
+        <field name="name">budget.forecast.model.wizard</field>
+        <field name="model">budget.forecast.model.choice</field>
+        <field name="arch" type="xml">
+            <form string="Reset : choose the Budget Forecast Model">
+                <div class="alert alert-warning">
+                    <span class="fa fa-info-circle" />
+                    Caution: all current budget lines will be deleted!
+                </div>
+                <group>
+                    <field name="budget_forecast_model" widget="selection" placeholder="Empty budget" />
+                </group>
+                <footer>
+                    <button string="Select" name="create_budget_forecast_lines" type="object" class="btn-primary" />
+                    <button string="Cancel" class="btn-secondary" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_budget_forecast_model_choice" model="ir.actions.act_window">
+        <field name="name">Reset Budget</field>
+        <field name="res_model">budget.forecast.model.choice</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="budget_forecast_model_wizard" />
+        <field name="target">new</field>
+    </record>
+</odoo>