[UPD] Use analytic tags to link incomes/expenses to budget lines
instead of a direct budget_forecast field
This commit is contained in:
Stéphan Sainléger
@@ -19,6 +19,13 @@ class BudgetForecast(models.Model):
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index=True,
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copy=True,
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)
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analytic_tag = fields.Many2one(
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"account.analytic.tag",
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"Analytic tag",
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index=True,
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copy=False,
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ondelete="cascade",
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)
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budget_category = fields.Selection(
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[
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@@ -61,9 +68,6 @@ class BudgetForecast(models.Model):
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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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@@ -114,6 +118,9 @@ class BudgetForecast(models.Model):
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"line_subsection",
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]:
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record._create_category_sections()
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record.analytic_tag = self.env["account.analytic.tag"].create(
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{"name": record._calculate_name()}
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)
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return records
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def _create_category_sections(self):
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@@ -193,6 +200,12 @@ class BudgetForecast(models.Model):
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values = {"name": record._calculate_name()}
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record.write(values, False)
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@api.onchange("name")
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def _compute_analytic_tag_name(self):
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for record in self:
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if record.analytic_tag:
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record.analytic_tag.name = record.name
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def _sync_sections_data(self):
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for record in self:
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if record.display_type in ["line_section", "line_subsection"]:
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@@ -329,29 +342,66 @@ class BudgetForecast(models.Model):
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elif record.display_type == "line_note":
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record.plan_price = 0.00
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def _find_analytic_lines(self, move_type, with_timesheets=False):
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self.ensure_one()
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if with_timesheets:
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domain = [
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"|",
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(
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"move_id.move_id.move_type",
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"in",
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move_type,
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),
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("timesheet_entry", "=", True),
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]
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else:
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domain = [
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(
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"move_id.move_id.move_type",
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"in",
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move_type,
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)
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]
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analytic_lines = (
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self.env["account.analytic.line"]
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.search(domain)
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.filtered(lambda x: self.analytic_tag in x.tag_ids)
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)
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return analytic_lines
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def _find_draft_invoice_lines(self, move_type):
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self.ensure_one()
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domain = [
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("analytic_account_id", "=", self.analytic_id.id),
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("parent_state", "in", ["draft"]),
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("move_id.move_type", "in", move_type),
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]
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invoice_lines = (
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self.env["account.move.line"]
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.search(domain)
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.filtered(lambda x: self.analytic_tag in x.analytic_tag_ids)
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)
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return invoice_lines
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@api.depends("analytic_id.line_ids.amount")
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def _calc_actual(self):
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for record in self:
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# Section or Sub-section
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if record.display_type in ["line_section", "line_subsection"]:
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if record.child_ids:
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# Actual expenses are calculated with the child lines
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record.actual_qty = sum(record.mapped("child_ids.actual_qty"))
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record.actual_amount = sum(record.mapped("child_ids.actual_amount"))
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# Incomes are calculated with the analytic lines
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line_ids = record.analytic_line_ids.filtered(
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lambda x: x.move_id.move_id.move_type
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in ["out_invoice", "out_refund"]
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line_ids = record._find_analytic_lines(
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["out_invoice", "out_refund", "out_receipt"]
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)
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record.incomes = sum(line_ids.mapped("amount"))
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# Add Invoice lines ids
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domain = [
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("analytic_account_id", "=", record.analytic_id.id),
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("parent_state", "in", ["draft", "posted"]),
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("budget_forecast_id", "=", record.id),
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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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# Add Draft Invoice lines ids to incomes
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invoice_lines = record._find_draft_invoice_lines(
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["out_invoice", "out_refund"]
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)
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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.incomes = (
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@@ -363,25 +413,23 @@ class BudgetForecast(models.Model):
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)
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record.balance = record.incomes - record.actual_amount
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# Note
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elif record.display_type == "line_note":
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record.actual_qty = 0
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record.actual_amount = 0.00
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# Product
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else:
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line_ids = record.analytic_line_ids.filtered(
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lambda x: x.move_id.move_id.move_type
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not in ["out_invoice", "out_refund"]
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line_ids = record._find_analytic_lines(
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["in_invoice", "in_refund", "in_receipt"], True
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)
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record.actual_qty = abs(sum(line_ids.mapped("unit_amount")))
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record.actual_amount = -sum(line_ids.mapped("amount"))
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# Add Invoice lines ids
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domain = [
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("analytic_account_id", "=", record.analytic_id.id),
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("parent_state", "in", ["draft", "posted"]),
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("budget_forecast_id", "=", record.id),
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("move_id.move_type", "in", ["in_invoice", "in_refund"]),
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]
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invoice_lines = self.env["account.move.line"].search(domain)
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# Add Draft Invoice lines ids
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invoice_lines = record._find_draft_invoice_lines(
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["in_invoice", "in_refund"]
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)
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for invoice_line in invoice_lines:
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if invoice_line.move_id.move_type == "in_invoice":
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record.actual_qty = record.actual_qty + invoice_line.quantity
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