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[UPD] Refectoring of _calc_actual function for budget_lines

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- expenses and incomes are calculated for both section, sub-section
and article lines
- for budget lines with child, the amounts are now always considering
both child values and analytic lines linked to the budget line
This commit is contained in:
Stéphan Sainléger
2022-06-30 10:09:41 +02:00
parent b265056ed7
commit 58235d3b51
1 changed files with 46 additions and 80 deletions
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118
account_budget_forecast/models/budget_forecast.py
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@@ -335,93 +335,61 @@ class BudgetForecast(models.Model):
elif record.display_type == "line_note":
record.plan_price = 0.00
def _find_analytic_lines(self, move_type, with_timesheets=False):
self.ensure_one()
if with_timesheets:
domain = [
"|",
(
"move_id.move_id.move_type",
"in",
move_type,
),
("timesheet_entry", "=", True),
]
else:
domain = [
(
"move_id.move_id.move_type",
"in",
move_type,
)
]
@api.depends("analytic_id.line_ids.amount")
def _calc_actual(self):
for record in self:
record.actual_amount = 0.00
record.incomes = 0.00
if record.display_type in [
"line_section",
"line_subsection",
"line_article",
]:
if record.child_ids:
# Addition of the childs values
record.actual_amount = sum(record.mapped("child_ids.actual_amount"))
record.incomes = sum(record.mapped("child_ids.incomes"))
# Retrieve all the analytics lines linked to the current budget line
analytic_lines = (
self.env["account.analytic.line"]
.search(domain)
.filtered(lambda x: self.analytic_tag in x.tag_ids)
.search([])
.filtered(lambda x: record.analytic_tag in x.tag_ids)
)
return analytic_lines
for line in analytic_lines:
if line.move_id:
if line.move_id.move_id.move_type in [
"out_invoice",
"out_refund",
"out_receipt",
]:
record.incomes = record.incomes + line.amount
elif line.move_id.move_id.move_type in [
"in_invoice",
"in_refund",
"in_receipt",
]:
record.actual_amount = record.actual_amount - line.amount
elif line.timesheet_entry:
record.actual_amount = record.actual_amount - line.amount
def _find_draft_invoice_lines(self, move_type):
self.ensure_one()
# Retrieve all the DRAFT invoices linked to the current budget line
domain = [
("analytic_account_id", "=", self.analytic_id.id),
("analytic_account_id", "=", record.analytic_id.id),
("parent_state", "in", ["draft"]),
("move_id.move_type", "in", move_type),
]
invoice_lines = (
self.env["account.move.line"]
.search(domain)
.filtered(lambda x: self.analytic_tag in x.analytic_tag_ids)
)
return invoice_lines
@api.depends("analytic_id.line_ids.amount")
def _calc_actual(self):
for record in self:
# Section or Sub-section
if record.display_type in ["line_section", "line_subsection"]:
if record.child_ids:
# Actual expenses are calculated with the child lines
record.actual_amount = sum(record.mapped("child_ids.actual_amount"))
# Incomes are calculated with the analytic lines
line_ids = record._find_analytic_lines(
["out_invoice", "out_refund", "out_receipt"]
)
record.incomes = sum(line_ids.mapped("amount"))
# Add Draft Invoice lines ids to incomes
invoice_lines = record._find_draft_invoice_lines(
["out_invoice", "out_refund"]
.filtered(lambda x: record.analytic_tag in x.analytic_tag_ids)
)
for invoice_line in invoice_lines:
if invoice_line.move_id.move_type == "out_invoice":
record.incomes = (
record.incomes + invoice_line.price_subtotal
)
record.incomes = record.incomes + invoice_line.price_subtotal
elif invoice_line.move_id.move_type == "out_refund":
record.incomes = (
record.incomes - invoice_line.price_subtotal
)
record.balance = record.incomes - record.actual_amount
# Note
elif record.display_type == "line_note":
record.actual_amount = 0.00
# Product
else:
line_ids = record._find_analytic_lines(
["in_invoice", "in_refund", "in_receipt"], True
)
record.actual_amount = -sum(line_ids.mapped("amount"))
# Add Draft Invoice lines ids
invoice_lines = record._find_draft_invoice_lines(
["in_invoice", "in_refund"]
)
for invoice_line in invoice_lines:
if invoice_line.move_id.move_type == "in_invoice":
record.incomes = record.incomes - invoice_line.price_subtotal
elif invoice_line.move_id.move_type == "in_invoice":
record.actual_amount = (
record.actual_amount + invoice_line.price_subtotal
)
@@ -430,9 +398,7 @@ class BudgetForecast(models.Model):
record.actual_amount - invoice_line.price_subtotal
)
record.incomes = None
record.balance = None
record.balance = record.incomes - record.actual_amount
record.diff_expenses = record.plan_amount_with_coeff - record.actual_amount
def action_view_analytic_lines(self):