Budgets Management (account_budget_oca)

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.

Code Analysis ⓘ

Views touched (12)

XML ID	Name	Model	Type	Status
`crossovered_budget_view_form`	crossovered.budget.view.form	crossovered.budget	form	New
`crossovered_budget_view_tree`	crossovered.budget.view.list	crossovered.budget	list	New
`res_config_settings_view_form`	res.config.settings.view.form.inherit.account.budget	res.config.settings	form	Inherits account.res_config_settings_view_form
`view_account_analytic_account_form_inherit_budget`	account.analytic.account.form.inherit.budget	account.analytic.account	form	Inherits analytic.view_account_analytic_account_form
`view_budget_post_form`	account.budget.post.form	account.budget.post	form	New
`view_budget_post_search`	account.budget.post.search	account.budget.post	search	New
`view_budget_post_tree`	account.budget.post.list	account.budget.post	list	New
`view_crossovered_budget_kanban`	crossovered.budget.kanban	crossovered.budget	kanban	New
`view_crossovered_budget_line_form`	crossovered.budget.line.form	crossovered.budget.lines	form	New
`view_crossovered_budget_line_search`	account.budget.line.search	crossovered.budget.lines	search	New
`view_crossovered_budget_line_tree`	crossovered.budget.line.list	crossovered.budget.lines	list	New
`view_crossovered_budget_search`	crossovered.budget.search	crossovered.budget	search	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (4)

New fields (1)

crossovered_budget_line_ids One2many → crossovered.budget.lines
comodel_name='crossovered.budget.lines' inverse_name='analytic_account_id' string='Budget Lines'

Public methods (0)

No public methods.

New fields (4)

account_ids Many2many → account.account
column1='budget_id' column2='account_id' comodel_name='account.account' domain="[('active', '=', True), ('company_ids', 'in', company_id)]" relation='account_budget_rel' string='Accounts'
company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True
crossovered_budget_line_ids One2many → crossovered.budget.lines
comodel_name='crossovered.budget.lines' inverse_name='general_budget_id' string='Budget Lines'
name Char
required=True

Public methods (2)

create(self, vals_list)
@api.model_create_multi
write(self, vals)

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True
creating_user_id Many2one → res.users
comodel_name='res.users' default=<expr> string='Responsible'
crossovered_budget_line_ids One2many → crossovered.budget.lines
comodel_name='crossovered.budget.lines' copy=True inverse_name='crossovered_budget_id' string='Budget Lines'
date_from Date
required=True string='Start Date'
date_to Date
required=True string='End Date'
name Char
required=True string='Budget Name'
state Selection
copy=False default='draft' index=True readonly=True required=True selection=[('draft', 'Draft'), ('cancel', 'Cancelled'), ('confirm', 'Confirmed'), ('validate', 'Validated'), ('done', 'Done')] string='Status' tracking=True

Public methods (5)

action_budget_cancel(self)
action_budget_confirm(self)
action_budget_done(self)
action_budget_draft(self)
action_budget_validate(self)

New fields (11)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account'
company_id Many2one
readonly=True related='crossovered_budget_id.company_id' store=True
crossovered_budget_id Many2one → crossovered.budget
comodel_name='crossovered.budget' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='Start Date'
date_to Date
required=True string='End Date'
general_budget_id Many2one → account.budget.post
comodel_name='account.budget.post' required=True string='Budgetary Position'
paid_date Date
percentage Float
compute='_compute_percentage' string='Achievement'
planned_amount Float
digits=0 required=True
practical_amount Float
compute='_compute_practical_amount' digits=0
theoretical_amount Float
compute='_compute_theoretical_amount' digits=0

Public methods (0)

No public methods.

Loading…

Status: Open migration PR — not merged yet for this version
CI status: no CI data
Open since: 1433 days ago
Last activity: 1049 days ago
Repository: OCA/account-budgeting
Pull request: [MIG] account_budget_oca 15.0 (#56)

Status: Open migration PR — not merged yet for this version
CI status: no CI data
Open since: 1549 days ago
Last activity: 1045 days ago
Repository: OCA/account-budgeting
Pull request: 15.0 mig account budget oca (#55)

Code Analysis ⓘ

Views touched (12)

HTTP endpoints (0)

Models touched (4)

account.analytic.account Extends Model 1 field 0 methods AccountAnalyticAccount · inherits account.analytic.account

account.budget.post New model Model 4 fields 2 methods AccountBudgetPost · Budgetary Position

crossovered.budget New model Model 7 fields 5 methods CrossoveredBudget · inherits mail.thread · Budget

crossovered.budget.lines New model Model 11 fields 0 methods CrossoveredBudgetLines · Budget Line