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Budgets Management

account_budget · odoo/odoo

    Security findings

    Repository
    odoo/odoo · module folder
    Module version
    0.1.0
    Category
    Accounting
    Folder size
    0.98 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://www.odoo.com/page/accounting
    Last tracking update
    2026-08-07 05:03:21
    Authors
    Maintainers
    None
    Committers
    Christophe Simonis, Martin Trigaux, Odoo Translation Bot, Richard Mathot, qdp-odoo, GitHub, Yannick Tivisse, Martin Geubelle, Odoo Online
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - analytic
    - web_planner
    - portal
    - http_routing
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_budget_template
    Description
    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 info_outline

    Views touched (12)
    XML IDNameModelTypeStatus
    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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