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[MIG] account_budget_oca 15.0 #56

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109 changes: 109 additions & 0 deletions account_budget_oca/README.rst
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==================
Budgets Management
==================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--budgeting-lightgray.png?logo=github
:target: https://github.com/OCA/account-budgeting/tree/14.0/account_budget_oca
:alt: OCA/account-budgeting
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-budgeting-14-0/account-budgeting-14-0-account_budget_oca
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/88/14.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows accountants to manage analytic and crossovered budgets.

Once the Budgets are defined (in Invoicing/Budgets/Budgets), the Project Managers
can set the planned amount on each Analytic Account.

The accountant has the possibility to see the total of amount planned for each
Budget in order to ensure the total planned is not greater/lower than what he
planned for this Budget. Each list of record can also be switched to a graphical
view of it.

Three reports are available:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. The first is available from a list of Budgets. It gives the spreading, for
these Budgets, of the Analytic Accounts.

2. The second is a summary of the previous one, it only gives the spreading,
for the selected Budgets, of the Analytic Accounts.

3. The last one is available from the Analytic Chart of Accounts. It gives
the spreading, for the selected Analytic Accounts of Budgets.

**Table of contents**

.. contents::
:local:

Known issues / Roadmap
======================

* This module is incompatible with Odoo Enterprise account_budget module

Changelog
=========

**This module is a backport from Odoo SA and as such, it is not included in the
OCA CLA. That means we do not have a copy of the copyright on it like all
other OCA modules.**

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-budgeting/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/OCA/account-budgeting/issues/new?body=module:%20account_budget_oca%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Odoo S.A.

Contributors
~~~~~~~~~~~~

* Odoo S.A.
* Ana Juaristi <[email protected]>
* Oihane Crucelaegui <[email protected]>
* Alberto Martín Cortada <[email protected]>
* Freni Patel <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/account-budgeting <https://github.com/OCA/account-budgeting/tree/14.0/account_budget_oca>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions account_budget_oca/__init__.py
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# Part of Odoo. See LICENSE file for full copyright and licensing details.

from . import models
20 changes: 20 additions & 0 deletions account_budget_oca/__manifest__.py
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# Part of Odoo. See LICENSE file for full copyright and licensing details.

{
"name": "Budgets Management",
"version": "15.0.1.0.0",
"category": "Accounting",
"license": "LGPL-3",
"author": "Odoo S.A., Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-budgeting",
"depends": ["account", "analytic", "l10n_generic_coa"],
"excludes": ["account_budget"],
"data": [
"security/ir.model.access.csv",
"security/account_budget_security.xml",
"views/account_analytic_account_views.xml",
"views/account_budget_views.xml",
"views/res_config_settings_views.xml",
],
"demo": ["data/account_budget_demo.xml"],
}
20 changes: 20 additions & 0 deletions account_budget_oca/data/account_budget_demo.xml
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<odoo noupdate="1">
<!-- Budgets -->
<record id="crossovered_budget_budgetoptimistic0" model="crossovered.budget">
<field name="name" eval="'Budget '+str(datetime.now().year+1)+': Optimistic'" />
<field name="date_from" eval="str(datetime.now().year+1)+'-01-01'" />
<field name="state">draft</field>
<field name="date_to" eval="str(datetime.now().year+1)+'-12-31'" />
<field name="creating_user_id" ref="base.user_root" />
</record>
<record id="crossovered_budget_budgetpessimistic0" model="crossovered.budget">
<field
name="name"
eval="'Budget '+str(datetime.now().year+1)+': Pessimistic'"
/>
<field name="date_from" eval="str(datetime.now().year+1)+'-01-01'" />
<field name="state">draft</field>
<field name="date_to" eval="str(datetime.now().year+1)+'-12-31'" />
<field name="creating_user_id" ref="base.user_root" />
</record>
</odoo>
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