Budgets Management (account_budget)

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.tree	crossovered.budget	tree	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.tree	account.budget.post	tree	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.tree	crossovered.budget.lines	tree	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 One2many → crossovered.budget.lines
args: 'crossovered.budget.lines', 'analytic_account_id', 'Budget Lines'

Public methods (0)

No public methods.

New fields (4)

account_ids Many2many → account.account
domain=[('deprecated', '=', False)] args: 'account.account', 'account_budget_rel', 'budget_id', 'account_id', 'Accounts'
company_id Many2one → res.company
default=<expr> required=True args: 'res.company', 'Company'
crossovered_budget_line One2many → crossovered.budget.lines
args: 'crossovered.budget.lines', 'general_budget_id', 'Budget Lines'
name Char
required=True args: 'Name'

Public methods (2)

create(self, vals)
@api.model
write(self, vals)
@api.multi

New fields (7)

company_id Many2one → res.company
default=<expr> required=True args: 'res.company', 'Company'
creating_user_id Many2one → res.users
default=<expr> args: 'res.users', 'Responsible'
crossovered_budget_line One2many → crossovered.budget.lines
copy=True states={'done': [('readonly', True)]} args: 'crossovered.budget.lines', 'crossovered_budget_id', 'Budget Lines'
date_from Date
required=True states={'done': [('readonly', True)]} args: 'Start Date'
date_to Date
required=True states={'done': [('readonly', True)]} args: 'End Date'
name Char
required=True states={'done': [('readonly', True)]} args: 'Budget Name'
state Selection
copy=False default='draft' index=True readonly=True required=True track_visibility='always' args: [('draft', 'Draft'), ('cancel', 'Cancelled'), ('confirm', 'Confirmed'), ('validate', 'Validated'), ('done', 'Done')], 'Status'

Public methods (5)

action_budget_cancel(self)
@api.multi
action_budget_confirm(self)
@api.multi
action_budget_done(self)
@api.multi
action_budget_draft(self)
@api.multi
action_budget_validate(self)
@api.multi

New fields (11)

analytic_account_id Many2one → account.analytic.account
args: 'account.analytic.account', 'Analytic Account'
company_id Many2one → res.company
comodel_name='res.company' readonly=True related='crossovered_budget_id.company_id' store=True string='Company'
crossovered_budget_id Many2one → crossovered.budget
index=True ondelete='cascade' required=True args: 'crossovered.budget', 'Budget'
date_from Date
required=True args: 'Start Date'
date_to Date
required=True args: 'End Date'
general_budget_id Many2one → account.budget.post
required=True args: 'account.budget.post', 'Budgetary Position'
paid_date Date
args: 'Paid Date'
percentage Float
compute='_compute_percentage' string='Achievement'
planned_amount Float
digits=0 required=True args: 'Planned Amount'
practical_amount Float
compute='_compute_practical_amount' digits=0 string='Practical Amount'
theoritical_amount Float
compute='_compute_theoritical_amount' digits=0 string='Theoretical Amount'

Public methods (0)

No public methods.

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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