[ADD] account_budget_oca_analytic_tag + purchase_budget_oca_validation

account_budget_oca_analytic_tag/README.rst

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+.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg
+   :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+   :alt: License: LGPL-3
+
+===============================
+OSI Account Budget Analytic Tag
+===============================
+
+This module allows you to select an analytic tag on the budget line and report the consumed budget using that tag.
+
+Usage
+=====
+
+No special usage instructions
+
+Credits
+=======
+
+* Maxime Chambreuil <[email protected]>
+
+Contributors
+------------
+
+* Open Source Integrators <http://www.opensourceintegrators.com>

account_budget_oca_analytic_tag/__init__.py

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+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

account_budget_oca_analytic_tag/__manifest__.py

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+# Copyright (c) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "OSI Account Budget OCA Analytic Tag",
+    "version": "14.0.1.0.0",
+    "license": "AGPL-3",
+    "summary": "This module allows you to select an analytic tag on the budget"
+    " line and report the consumed budget using that tag.",
+    "author": "Open Source Integrators",
+    "maintainer": "Open Source Integrators",
+    "website": "https://github.com/OCA/account-budgeting",
+    "category": "Accounting",
+    "depends": ["account_budget_oca"],
+    "data": [
+        "views/account_budget_views.xml",
+    ],
+    "installable": True,
+    "maintainers": ["max3903"],
+}

account_budget_oca_analytic_tag/i18n/account_budget_analytic_tag.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_budget_analytic_tag
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0+e-20211202\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2021-12-23 19:57+0000\n"
+"PO-Revision-Date: 2021-12-23 19:57+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__analytic_tag_id
+msgid "Analytic Tag"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: model:ir.model,name:account_budget_analytic_tag.model_crossovered_budget_lines
+msgid "Budget Line"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__id
+msgid "ID"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: code:addons/account_budget_analytic_tag/models/account_budget.py:0
+#, python-format
+msgid ""
+"You have to enter at least a budgetary position or analytic account or "
+"analytic tag on a budget line."
+msgstr ""

account_budget_oca_analytic_tag/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_budget_analytic_tag
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0+e-20211202\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2021-12-23 19:57+0000\n"
+"PO-Revision-Date: 2021-12-23 19:57+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__analytic_tag_id
+msgid "Analytic Tag"
+msgstr "Etiqueta analítica"
+
+#. module: account_budget_analytic_tag
+#: model:ir.model,name:account_budget_analytic_tag.model_crossovered_budget_lines
+msgid "Budget Line"
+msgstr "Línea de presupuesto"
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__display_name
+msgid "Display Name"
+msgstr "Nombre"
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines__id
+msgid "ID"
+msgstr ""
+
+#. module: account_budget_analytic_tag
+#: model:ir.model.fields,field_description:account_budget_analytic_tag.field_crossovered_budget_lines____last_update
+msgid "Last Modified on"
+msgstr "Ultima modificación el"
+
+#. module: account_budget_analytic_tag
+#: code:addons/account_budget_analytic_tag/models/account_budget.py:0
+#, python-format
+msgid ""
+"You have to enter at least a budgetary position or analytic account or "
+"analytic tag on a budget line."
+msgstr ""
+"Deben entrar por lo menos una posicion presupuestarial, cuenta analítica o etiqueta "
+"analítica en una línea de presupuesto."

account_budget_oca_analytic_tag/models/__init__.py

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+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import account_budget

account_budget_oca_analytic_tag/models/account_budget.py

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+# Copyright (c) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class CrossoveredBudgetLines(models.Model):
+    _inherit = "crossovered.budget.lines"
+
+    analytic_tag_id = fields.Many2one("account.analytic.tag", string="Analytic Tag")
+
+    def _compute_practical_amount(self):
+        """Overwrite this method for to count practical_amount based on
+        analytic_tag_id on move line."""
+        for line in self:
+            acc_ids = line.general_budget_id.account_ids.ids
+            date_to = line.date_to
+            date_from = line.date_from
+            if line.analytic_account_id.id:
+                self.env.cr.execute(
+                    """
+                    SELECT SUM(amount)
+                    FROM account_analytic_line
+                    WHERE account_id=%s
+                        AND (date between %s
+                        AND %s)
+                        AND general_account_id=ANY(%s)""",
+                    (line.analytic_account_id.id, date_from, date_to, acc_ids),
+                )
+                result = self.env.cr.fetchone()[0] or 0.0
+
+            else:
+                self.env.cr.execute(
+                    """
+                    SELECT SUM(credit) - SUM(debit)
+                    FROM account_move_line aml
+                    LEFT JOIN account_move am ON aml.move_id = am.id
+                    LEFT JOIN
+                        account_analytic_tag_account_move_line_rel aat
+                        ON aat.account_move_line_id = aml.id
+                    WHERE state=%s
+                    AND account_id in %s
+                        AND (aml.date between %s
+                        AND %s)
+                        AND aat.account_analytic_tag_id=%s""",
+                    (
+                        "posted",
+                        tuple(line.general_budget_id.account_ids.ids),
+                        date_from,
+                        date_to,
+                        line.analytic_tag_id.id or 0.0,
+                    ),
+                )
+                result = self.env.cr.fetchone()[0]
+            line.practical_amount = result
+
+    @api.constrains("general_budget_id", "analytic_account_id", "analytic_tag_id")
+    def _must_have_analytical_or_budgetary_or_both(self):
+        for record in self:
+            if (
+                not record.analytic_account_id
+                and not record.general_budget_id
+                and not record.analytic_tag_id
+            ):
+                raise ValidationError(
+                    _(
+                        "You have to enter at least a budgetary position or analytic account"
+                        " or analytic tag on a budget line."
+                    )
+                )

account_budget_oca_analytic_tag/views/account_budget_views.xml

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+<odoo>
+
+    <record
+        id="crossovered_budget_view_form_inherit_account_budget_analytic_tag"
+        model="ir.ui.view"
+    >
+        <field name="name">crossovered.budget.view.form.inherit.analytic_tag</field>
+        <field name="model">crossovered.budget</field>
+        <field
+            name="inherit_id"
+            ref="account_budget_oca.crossovered_budget_view_form"
+        />
+        <field name="arch" type="xml">
+            <xpath
+                expr="//page//tree//field[@name='analytic_account_id']"
+                position="attributes"
+            >
+                <attribute name="required">0</attribute>
+            </xpath>
+            <xpath
+                expr="//page//form//field[@name='analytic_account_id']"
+                position="attributes"
+            >
+                <attribute name="required">0</attribute>
+            </xpath>
+            <xpath
+                expr="//page//tree//field[@name='analytic_account_id']"
+                position="after"
+            >
+                <field name="analytic_tag_id" />
+            </xpath>
+            <xpath
+                expr="//page//form//field[@name='analytic_account_id']"
+                position="after"
+            >
+                <field name="analytic_tag_id" />
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

purchase_budget_oca_validation/README.rst

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+==========================
+Purchase Budget Validation
+==========================
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+
+|badge1| |badge2| 
+
+This module checks the purchase order lines amount against their related budgets and
+prevents you from going over budget.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+* Create a budget with either a budgetary position, an analytic account or analytic tag
+* Confirm it
+
+Usage
+=====
+
+* Create a purchase order and select a product, analytic account or tag that matches one of your budget lines.
+* Check for message in the chatter if you are over a budget.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/ursais/14.0/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/ursais/14.0/issues/new?body=module:%20purchase_budget_validation%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Open Source Integrators
+* Serpent Consulting Services
+
+Contributors
+~~~~~~~~~~~~
+
+* Maxime Chambreuil <[email protected]>
+* Hardik Suthar <[email protected]>
+
+Other credits
+~~~~~~~~~~~~~
+
+The development of this module has been financially supported by:
+
+* Casai
+
+Maintainers
+~~~~~~~~~~~
+
+.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
+    :target: https://github.com/max3903
+    :alt: max3903
+
+|maintainer-max3903|

purchase_budget_oca_validation/__init__.py

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+# Copyright (c) 2022 Open Source Integrators
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from . import models

purchase_budget_oca_validation/__manifest__.py

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+# Copyright (c) 2022 Open Source Integrators
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+{
+    "name": "Purchase Budget OCA Validation",
+    "version": "14.0.1.0.0",
+    "author": "Open Source Integrators",
+    "summary": "Check purchase orders against budgets",
+    "license": "AGPL-3",
+    "category": "Purchase",
+    "maintainer": "Open Source Integrators",
+    "website": "https://github.com/OCA/account-budgeting",
+    "depends": ["purchase", "account_budget_oca_analytic_tag"],
+    "installable": True,
+    "maintainers": ["max3903"],
+    "development_status": "Beta",
+    "data": [
+        "views/crossovered_budget_lines_view.xml",
+        "views/purchase_order_view.xml",
+    ],
+}

purchase_budget_oca_validation/models/__init__.py

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+# Copyright (c) 2022 Open Source Integrators
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from . import crossovered_budget
+from . import crossovered_budget_lines
+from . import purchase_order
+from . import purchase_order_line

purchase_budget_oca_validation/models/crossovered_budget.py

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+# Copyright (c) 2022 Open Source Integrators
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class CrossoveredBudget(models.Model):
+    _inherit = "crossovered.budget"
+
+    amount_include_tax = fields.Boolean(
+        "Include Taxes in Amount", default=False, copy=False
+    )