Multicurrency Analytic Budget

budget · OCA/account-budgeting

    Repository
    OCA/account-budgeting · module folder · Try on Runboat
    Module version
    1.1
    Category
    Generic Modules/Accounting
    Folder size
    0.08 MB
    License
    LGPL-3
    Application
    Yes
    Auto-installable
    No
    Website
    http://camptocamp.com
    Last tracking update
    2026-08-07 07:17:52
    Authors
    Camptocamp, Odoo Community Association (OCA)
    Maintainers
    Camptocamp, Odoo Community Association (OCA)
    Committers
    Pedro M. Baeza, Stéphane Bidoul (ACSONE)
    Odoo dependencies
    OCA/account-analytic:
    - analytic_multicurrency
    odoo/odoo:
    - base
    - account
    - base_setup
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
    Python dependencies
    None
    System dependencies
    None
    Required by
    budget_crm, budget_invoice
    Description
    Budget Module
=============

Features:

* Create budget, budget items and budget versions.
* Budget versions are multi currencies and multi companies.

This module is for real advanced budget use, otherwise prefer to use the
OpenERP official one.

Active Budget Version
=====================

Every Budget has zero or one active Version. This is marked by a flag and that
can be set with a button. All other versions are disabled.

If a budget version is duplicated, the old one is automatically disabled as
well.

    Code Analysis ⓘ

    Views touched (16)
    XML IDNameModelTypeStatus
    budget_item_allocation_type_form budget item allocation type form budget.allocation.type form New
    budget_item_allocation_type_list budget item allocation type list budget.allocation.type list New
    view_budget_budget_form budget.budget.form budget.budget form New
    view_budget_budget_search budget.budget.search budget.budget search New
    view_budget_item_form budget.item.form budget.item form New
    view_budget_item_list budget.item.list budget.item tree New
    view_budget_item_search budget.item.search budget.item search New
    view_budget_item_tree budget.item.tree budget.item tree New
    view_budget_line_analytic_list budget.line.analytic.list budget.line tree New
    view_budget_line_form budget.line.form budget.line form New
    view_budget_line_list budget.line.list budget.line tree New
    view_budget_line_search budget.line.search budget.line search New
    view_budget_list budget.list budget.budget tree New
    view_budget_version_form budget.version.form budget.version form New
    view_budget_version_list_from_menu budget.version.list budget.version tree New
    view_budget_version_search budget.version.search budget.version search New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (7)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (2)
    • name_search(self, cr, uid, name, args=None, operator='ilike', context=None, limit=100)
      Extend search to look in name and code
    • on_change_start_date(self, cr, uid, ids, start_date_str, context=None)

    New fields (0)

    No new fields.

    Public methods (5)
    • get_flat_tree(self, cr, uid, root_ids, context=None)
      return informations about a buget items tree structure. Data are returned in a list of dicts with the items values. Data are sorted as in the pre-order walk algorithm in order to allow to display easily the tree in reports
    • get_sorted_list(self, cr, uid, root_id, context=None)
      return a list of items sorted by sequence to be used in reports Data are returned in a list (value=dictionnary(keys='id','code', 'name','level', sequence, type, style))
    • get_sub_item_ids(self, cr, uid, item_ids, context=None)
      Returns list of ids of sub items (including the top level item id)
    • name_search(self, cr, uid, name, args=None, operator='ilike', context=None, limit=100)
      search not only for a matching names but also for a matching codes
    • search(self, cr, uid, args, offset=0, limit=None, order=None, context=None, count=False)
      special search. If we search an item from the budget version form (in the budget lines) then the choice is reduce to periods that overlap the budget dates

    New fields (0)

    No new fields.

    Public methods (3)
    • init(self, cr)
    • onchange_analytic_account_id(self, cr, uid, ids, analytic_account_id, context=None)
    • read_group(self, cr, uid, domain, fields, groupby, offset=0, limit=None, context=None, orderby=False)
      Override in order to see useful values in group by allocation. Compute all numerical values.

    New fields (0)

    No new fields.

    Public methods (3)
    • copy(self, cr, uid, id, default=None, context=None)
    • make_active(self, cr, uid, ids, context=None)
    • name_search(self, cr, uid, name, args=None, operator='ilike', context=None, limit=100)
      Extend search to name and code.

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