[14.0][ADD] account_budget_oca_analytic_tag

.copier-answers.yml

@@ -15,9 +15,10 @@ odoo_version: 14.0
 org_name: Odoo Community Association (OCA)
 org_slug: OCA
 rebel_module_groups: []
-repo_description: 'TODO: add repo description.'
-repo_name: account-budgeting
+repo_description: You'll find modules that manage budgeting.
+repo_name: Odoo Budgeting
 repo_slug: account-budgeting
 repo_website: https://github.com/OCA/account-budgeting
 travis_apt_packages: []
 travis_apt_sources: []
+

README.md

@@ -6,9 +6,9 @@
 
 <!-- /!\ do not modify above this line -->
 
-# account-budgeting
+# Odoo Budgeting
 
-TODO: add repo description.
+You'll find modules that manage budgeting.
 
 <!-- /!\ do not modify below this line -->
 

account_budget_oca_analytic_tag/README.rst

@@ -0,0 +1,24 @@
+.. 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

@@ -0,0 +1,3 @@
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models

account_budget_oca_analytic_tag/__manifest__.py

@@ -0,0 +1,20 @@
+# 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, Odoo Community Association (OCA)",
+    "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

@@ -0,0 +1,49 @@
+# 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

@@ -0,0 +1,51 @@
+# 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

@@ -0,0 +1,3 @@
+# 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

@@ -0,0 +1,73 @@
+# 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
+
+            elif line.general_budget_id.account_ids:
+                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]
+            else:
+                result = 0.0
+            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/tests/__init__.py

@@ -0,0 +1,3 @@
+# Copyright (C) 2022 Open Source Integrators (https://www.opensourceintegrators.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import test_account_budget_oca_analytic_tag

account_budget_oca_analytic_tag/tests/test_account_budget_oca_analytic_tag.py

@@ -0,0 +1,83 @@
+# Copyright (C) 2022 Open Source Integrators (https://www.opensourceintegrators.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.tests import common
+
+
+class TestBudgetAnalyticTag(common.TransactionCase):
+    def setUp(self):
+        super(TestBudgetAnalyticTag, self).setUp()
+
+        self.budget_position_obj = self.env["account.budget.post"]
+        self.exp_account_type = self.env.ref("account.data_account_type_expenses")
+        self.company_id = self.env.ref("base.main_company")
+        self.analytic_account_id = self.env.ref("analytic.analytic_agrolait")
+        self.user_id = self.env.ref("base.user_admin")
+        self.partner_id = self.env.ref("base.res_partner_2")
+        self.product_id = self.env.ref("product.product_product_8")
+        self.budget_position_id = self.test_create_budget_position()
+
+    def test_create_budget_position(self):
+        account_ids = (
+            self.env["account.account"]
+            .search(
+                [
+                    ("company_id", "=", self.company_id.id),
+                    ("user_type_id", "=", self.exp_account_type.id),
+                ]
+            )
+            .ids
+        )
+        self.account_budget_post_purchase0 = self.env["account.budget.post"].create(
+            {"name": "Purchases", "account_ids": [(6, None, account_ids)]}
+        )
+        return self.budget_position_obj.create(
+            {
+                "name": "Budget Position",
+                "company_id": self.company_id.id,
+                "account_ids": [(6, 0, account_ids)],
+            }
+        )
+
+    def test_budget_creation(self):
+        budget_id = self.env["crossovered.budget"].create(
+            {
+                "name": "Budget 2022",
+                "creating_user_id": self.user_id.id,
+                "company_id": self.company_id.id,
+                "date_from": "2022-01-01",
+                "date_to": "2022-06-30",
+                "crossovered_budget_line_ids": [
+                    (
+                        0,
+                        0,
+                        {
+                            "general_budget_id": self.budget_position_id.id,
+                            "analytic_account_id": self.analytic_account_id.id,
+                            "date_from": "2022-01-01",
+                            "date_to": "2022-06-30",
+                            "planned_amount": 10000.00,
+                        },
+                    )
+                ],
+            }
+        )
+        # Add line to budget
+        line_id = self.env["crossovered.budget.lines"].create(
+            {
+                "crossovered_budget_id": budget_id.id,
+                "date_from": "2022-01-01",
+                "date_to": "2022-06-30",
+                "general_budget_id": self.budget_position_id.id,
+                "planned_amount": 30000.0,
+            }
+        )
+        # Modify budget line
+        line_id.write(
+            {
+                "general_budget_id": self.account_budget_post_purchase0.id,
+                "planned_amount": 25000.0,
+            }
+        )
+        budget_id.action_budget_confirm()
+        budget_id.action_budget_validate()

account_budget_oca_analytic_tag/views/account_budget_views.xml

@@ -0,0 +1,41 @@
+<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>

setup/account_budget_oca_analytic_tag/odoo/addons/account_budget_oca_analytic_tag

@@ -0,0 +1 @@
+../../../../account_budget_oca_analytic_tag

setup/account_budget_oca_analytic_tag/setup.py

@@ -0,0 +1,6 @@
+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)