266 lines
13 KiB
Python
266 lines
13 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models, _
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from odoo.exceptions import ValidationError
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# ---------------------------------------------------------
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# Budgets
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# ---------------------------------------------------------
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class AccountBudgetPost(models.Model):
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_name = "account.budget.post"
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_order = "name"
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_description = "Budgetary Position"
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name = fields.Char('Name', required=True)
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account_ids = fields.Many2many('account.account', 'account_budget_rel', 'budget_id', 'account_id', 'Accounts',
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domain=[('deprecated', '=', False)])
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company_id = fields.Many2one('res.company', 'Company', required=True, default=lambda self: self.env.company)
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def _check_account_ids(self, vals):
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# Raise an error to prevent the account.budget.post to have not specified account_ids.
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# This check is done on create because require=True doesn't work on Many2many fields.
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if 'account_ids' in vals:
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account_ids = self.new({'account_ids': vals['account_ids']}, origin=self).account_ids
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else:
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account_ids = self.account_ids
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if not account_ids:
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raise ValidationError(_('The budget must have at least one account.'))
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@api.model_create_multi
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def create(self, vals_list):
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for vals in vals_list:
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self._check_account_ids(vals)
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return super(AccountBudgetPost, self).create(vals_list)
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def write(self, vals):
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self._check_account_ids(vals)
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return super(AccountBudgetPost, self).write(vals)
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class CrossoveredBudget(models.Model):
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_name = "crossovered.budget"
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_description = "Budget"
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_inherit = ['mail.thread']
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name = fields.Char('Budget Name', required=True, states={'done': [('readonly', True)]})
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user_id = fields.Many2one('res.users', 'Responsible', default=lambda self: self.env.user)
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date_from = fields.Date('Start Date', required=True, states={'done': [('readonly', True)]})
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date_to = fields.Date('End Date', required=True, states={'done': [('readonly', True)]})
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state = fields.Selection([
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('draft', 'Draft'),
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('cancel', 'Cancelled'),
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('confirm', 'Confirmed'),
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('validate', 'Validated'),
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('done', 'Done')
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], 'Status', default='draft', index=True, required=True, readonly=True, copy=False, tracking=True)
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crossovered_budget_line = fields.One2many('crossovered.budget.lines', 'crossovered_budget_id', 'Budget Lines',
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states={'done': [('readonly', True)]}, copy=True)
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company_id = fields.Many2one('res.company', 'Company', required=True, default=lambda self: self.env.company)
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def action_budget_confirm(self):
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self.write({'state': 'confirm'})
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def action_budget_draft(self):
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self.write({'state': 'draft'})
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def action_budget_validate(self):
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self.write({'state': 'validate'})
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def action_budget_cancel(self):
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self.write({'state': 'cancel'})
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def action_budget_done(self):
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self.write({'state': 'done'})
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class CrossoveredBudgetLines(models.Model):
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_name = "crossovered.budget.lines"
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_description = "Budget Line"
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name = fields.Char(compute='_compute_line_name')
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crossovered_budget_id = fields.Many2one('crossovered.budget', 'Budget', ondelete='cascade', index=True, required=True)
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analytic_account_id = fields.Many2one('account.analytic.account', 'Analytic Account')
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analytic_plan_id = fields.Many2one('account.analytic.group', 'Analytic Plan', related='analytic_account_id.plan_id', readonly=True)
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general_budget_id = fields.Many2one('account.budget.post', 'Budgetary Position')
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date_from = fields.Date('Start Date', required=True)
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date_to = fields.Date('End Date', required=True)
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paid_date = fields.Date('Paid Date')
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currency_id = fields.Many2one('res.currency', related='company_id.currency_id', readonly=True)
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planned_amount = fields.Monetary(
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'Planned Amount', required=True,
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help="Amount you plan to earn/spend. Record a positive amount if it is a revenue and a negative amount if it is a cost.")
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practical_amount = fields.Monetary(
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compute='_compute_practical_amount', string='Practical Amount', help="Amount really earned/spent.")
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theoritical_amount = fields.Monetary(
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compute='_compute_theoritical_amount', string='Theoretical Amount',
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help="Amount you are supposed to have earned/spent at this date.")
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percentage = fields.Float(
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compute='_compute_percentage', string='Achievement',
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help="Comparison between practical and theoretical amount. This measure tells you if you are below or over budget.")
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company_id = fields.Many2one(related='crossovered_budget_id.company_id', comodel_name='res.company',
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string='Company', store=True, readonly=True)
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is_above_budget = fields.Boolean(compute='_is_above_budget')
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crossovered_budget_state = fields.Selection(related='crossovered_budget_id.state', string='Budget State', store=True, readonly=True)
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@api.model
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def read_group(self, domain, fields, groupby, offset=0, limit=None, orderby=False, lazy=True):
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# overrides the default read_group in order to compute the computed fields manually for the group
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fields_list = {'practical_amount', 'theoritical_amount', 'percentage'}
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fields = {field.split(':', 1)[0] if field.split(':', 1)[0] in fields_list else field for field in fields}
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result = super(CrossoveredBudgetLines, self).read_group(domain, fields, groupby, offset=offset, limit=limit,
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orderby=orderby, lazy=lazy)
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if any(x in fields for x in fields_list):
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for group_line in result:
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# initialise fields to compute to 0 if they are requested
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if 'practical_amount' in fields:
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group_line['practical_amount'] = 0
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if 'theoritical_amount' in fields:
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group_line['theoritical_amount'] = 0
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if 'percentage' in fields:
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group_line['percentage'] = 0
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group_line['practical_amount'] = 0
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group_line['theoritical_amount'] = 0
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if group_line.get('__domain'):
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all_budget_lines_that_compose_group = self.search(group_line['__domain'])
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else:
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all_budget_lines_that_compose_group = self.search([])
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for budget_line_of_group in all_budget_lines_that_compose_group:
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if 'practical_amount' in fields or 'percentage' in fields:
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group_line['practical_amount'] += budget_line_of_group.practical_amount
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if 'theoritical_amount' in fields or 'percentage' in fields:
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group_line['theoritical_amount'] += budget_line_of_group.theoritical_amount
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if 'percentage' in fields:
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if group_line['theoritical_amount']:
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# use a weighted average
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group_line['percentage'] = float(
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(group_line['practical_amount'] or 0.0) / group_line['theoritical_amount']) * 100
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return result
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def _is_above_budget(self):
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for line in self:
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if line.theoritical_amount >= 0:
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line.is_above_budget = line.practical_amount > line.theoritical_amount
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else:
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line.is_above_budget = line.practical_amount < line.theoritical_amount
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def _compute_line_name(self):
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#just in case someone opens the budget line in form view
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for line in self:
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computed_name = line.crossovered_budget_id.name
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if line.general_budget_id:
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computed_name += ' - ' + line.general_budget_id.name
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if line.analytic_account_id:
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computed_name += ' - ' + line.analytic_account_id.name
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line.name = computed_name
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def _compute_practical_amount(self):
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for line in self:
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acc_ids = line.general_budget_id.account_ids.ids
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date_to = line.date_to
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date_from = line.date_from
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if line.analytic_account_id.id:
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analytic_line_obj = self.env['account.analytic.line']
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domain = [('account_id', '=', line.analytic_account_id.id),
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('date', '>=', date_from),
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('date', '<=', date_to),
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]
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if acc_ids:
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domain += [('general_account_id', 'in', acc_ids)]
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where_query = analytic_line_obj._where_calc(domain)
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analytic_line_obj._apply_ir_rules(where_query, 'read')
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from_clause, where_clause, where_clause_params = where_query.get_sql()
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select = "SELECT SUM(amount) from " + from_clause + " where " + where_clause
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else:
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aml_obj = self.env['account.move.line']
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domain = [('account_id', 'in',
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line.general_budget_id.account_ids.ids),
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('date', '>=', date_from),
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('date', '<=', date_to)
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]
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where_query = aml_obj._where_calc(domain)
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aml_obj._apply_ir_rules(where_query, 'read')
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from_clause, where_clause, where_clause_params = where_query.get_sql()
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select = "SELECT sum(credit)-sum(debit) from " + from_clause + " where " + where_clause
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self.env.cr.execute(select, where_clause_params)
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line.practical_amount = self.env.cr.fetchone()[0] or 0.0
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def _compute_theoritical_amount(self):
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# beware: 'today' variable is mocked in the python tests and thus, its implementation matter
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today = fields.Date.today()
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for line in self:
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if line.paid_date:
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if today <= line.paid_date:
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theo_amt = 0.00
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else:
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theo_amt = line.planned_amount
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else:
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line_timedelta = line.date_to - line.date_from
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elapsed_timedelta = today - line.date_from
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if elapsed_timedelta.days < 0:
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# If the budget line has not started yet, theoretical amount should be zero
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theo_amt = 0.00
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elif line_timedelta.days > 0 and today < line.date_to:
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# If today is between the budget line date_from and date_to
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theo_amt = (elapsed_timedelta.total_seconds() / line_timedelta.total_seconds()) * line.planned_amount
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else:
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theo_amt = line.planned_amount
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line.theoritical_amount = theo_amt
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def _compute_percentage(self):
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for line in self:
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if line.theoritical_amount != 0.00:
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line.percentage = float((line.practical_amount or 0.0) / line.theoritical_amount)
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else:
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line.percentage = 0.00
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@api.constrains('general_budget_id', 'analytic_account_id')
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def _must_have_analytical_or_budgetary_or_both(self):
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if not self.analytic_account_id and not self.general_budget_id:
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raise ValidationError(
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_("You have to enter at least a budgetary position or analytic account on a budget line."))
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def action_open_budget_entries(self):
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if self.analytic_account_id:
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# if there is an analytic account, then the analytic items are loaded
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action = self.env['ir.actions.act_window']._for_xml_id('analytic.account_analytic_line_action_entries')
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action['domain'] = [('account_id', '=', self.analytic_account_id.id),
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('date', '>=', self.date_from),
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('date', '<=', self.date_to)
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]
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if self.general_budget_id:
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action['domain'] += [('general_account_id', 'in', self.general_budget_id.account_ids.ids)]
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else:
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# otherwise the journal entries booked on the accounts of the budgetary postition are opened
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action = self.env['ir.actions.act_window']._for_xml_id('account.action_account_moves_all_a')
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action['domain'] = [('account_id', 'in',
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self.general_budget_id.account_ids.ids),
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('date', '>=', self.date_from),
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('date', '<=', self.date_to)
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]
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return action
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@api.constrains('date_from', 'date_to')
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def _line_dates_between_budget_dates(self):
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for rec in self:
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budget_date_from = rec.crossovered_budget_id.date_from
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budget_date_to = rec.crossovered_budget_id.date_to
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if rec.date_from:
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date_from = rec.date_from
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if date_from < budget_date_from or date_from > budget_date_to:
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raise ValidationError(_('"Start Date" of the budget line should be included in the Period of the budget'))
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if rec.date_to:
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date_to = rec.date_to
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if date_to < budget_date_from or date_to > budget_date_to:
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raise ValidationError(_('"End Date" of the budget line should be included in the Period of the budget'))
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