[ADD] budget_management: add budget management feature

Created a budget management module to handle budgets for different periods
(monthly and quarterly).
Users can set a budget amount for each account.
Automatically calculates expenses based on the provided amount.
Shows a warning if the expense exceeds the budget amount.
Added 3 types of charts: Gantt, Pivot, and Graph for better budget tracking.

budget_management/__init__.py

@@ -0,0 +1 @@
+from . import models, wizard

budget_management/__manifest__.py

@@ -0,0 +1,19 @@
+{
+    'name': "Budget",
+    'version': '1.0',
+    'depends': ['base', 'account'],
+    'author': "Hitesh Prajapati",
+    'category': 'Budget/Budget',
+    'license': 'LGPL-3',
+    'application': True,
+    'instalable': True,
+
+    'data':[
+        'security/ir.model.access.csv',
+        'views/account_analytic_line.xml',
+        'wizard/budget_wizard.xml',
+        'views/budget_budget.xml',
+        'views/budget_line.xml',
+        'views/budget_menu.xml',
+    ]
+}

budget_management/models/__init__.py

@@ -0,0 +1 @@
+from . import budget_line, budget_budget, account_analytical_line

budget_management/models/account_analytical_line.py

@@ -0,0 +1,6 @@
+from odoo import fields, models
+
+class AccountAnalyticalLine(models.Model):
+    _inherit = 'account.analytic.line'
+
+    budget_line_id = fields.Many2one('budget.line', ondelete='cascade')

budget_management/models/budget_budget.py

@@ -0,0 +1,112 @@
+from odoo import fields, models, exceptions, api
+from markupsafe import Markup
+
+class BudgetCreate(models.Model):
+    _name = 'budget.budget'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _description = "Budget"
+
+    name = fields.Char(required=True)
+    user_id = fields.Many2one("res.users")
+    period_start_date = fields.Date(required=True)
+    period_end_date = fields.Date(index=True)
+    con_color = fields.Integer()
+    over_budget = fields.Selection(
+        [
+            ('warning', 'Warning'),
+            ('restriction', 'Restriction')
+        ],
+        default="warning"
+    ) 
+    budget_line_ids = fields.One2many('budget.line', 'budget_id')
+    state = fields.Selection(
+        [
+            ('draft', 'Draft'),
+            ('conformed', 'Conformed'),
+            ('revised', 'Revised'),
+            ('done', 'Done')
+        ],
+        default='draft'
+    )
+    company_id = fields.Many2one('res.company')
+    active = fields.Boolean(default=True)
+    message_follower_ids = fields.Many2many(
+        'res.partner', 'res_partner_followers_rel', 'res_id', 'partner_id', 
+        string='Followers', help="Partners following this record"
+    )
+    message_ids = fields.One2many(
+        'mail.message', 'res_id', 
+        domain=[('model', '=', 'budget.budget'), ('model', '=', 'budget.line')],
+        string="Messages"
+    )
+    is_warning = fields.Boolean(default=False, compute="_compute_warning_message")
+
+
+    @api.depends('budget_line_ids.archived_amount', 'budget_line_ids.budget_amount')
+    def _compute_warning_message(self):             # Compute Method : Manage the warning message 
+        for record in self:
+            is_warning = False
+            for line in record.budget_line_ids:
+                if line.archived_amount and line.budget_amount and line.archived_amount > line.budget_amount:
+                    is_warning = True
+                    break  
+            record.is_warning = is_warning
+
+
+    def action_budget_line_form(self):          # Action Button : for open Budget Lines
+        action = (
+            self.env["ir.actions.act_window"]
+            .with_context({"active_id": self.id})
+            ._for_xml_id("budget_management.act_budget_lines_view")
+        )
+        action["display_name"] = self.name
+        return action
+
+
+    def action_budget_form_view(self):              # Action Button : for open budget Form
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "budget.budget",
+            "view_mode": "form",
+            "res_id": self.id
+        }       
+
+    def action_to_draft(self):              # Button Method : for draft
+        self.state = 'draft'
+
+    def action_to_conform(self):            # Button Method : for conformed
+        self.state = 'conformed'
+
+
+    def action_to_revised(self):            # Button Method : for revised
+        if self.state == 'conformed':
+            self.state = 'revised'
+
+            orignal_record = self.browse(self.id)
+
+            new_record = orignal_record.copy(default={
+                'state': 'draft',
+                'period_start_date': self.period_start_date,  
+                'period_end_date': self.period_end_date,  
+                'name': f"Revised: {self.name}"  
+            })
+
+            for line in self.budget_line_ids:
+                line.copy({
+                    'budget_id': new_record.id,
+                })
+
+            new_record.message_follower_ids = self.message_follower_ids
+            message_body = f"Revised to: <a href='#id={new_record.id}&model=budget.budget'>{new_record.name}</a>"
+            self.message_post(body=Markup(message_body))
+
+            message_body = f"Revised from: <a href='#id={self.id}&model=budget.budget' target='__blank'>{self.name}</a>"
+            new_record.message_post(body=Markup(message_body))
+
+            self.active = False
+
+        else:
+            raise exceptions.ValidationError("The budget is not conformed yet...")
+
+    def action_to_done(self):       # Button Method : for done
+        self.state = 'done'

budget_management/models/budget_line.py

@@ -0,0 +1,57 @@
+from odoo import fields, models, api, exceptions
+
+class BudgetLine(models.Model):
+    _name = 'budget.line'
+    _description = "Budget Line Table"
+
+    name = fields.Char()
+    analytic_account_id = fields.Many2one('account.analytic.account')
+    period_start_date = fields.Date("Start Date", related="budget_id.period_start_date", store=True)
+    period_end_date = fields.Date("End Date", related="budget_id.period_end_date", store=True)
+    budget_amount = fields.Float()
+    archived_amount = fields.Float(compute="_calculate_amount")
+    budget_id = fields.Many2one('budget.budget', ondelete="cascade")
+    account_analytic_line_ids = fields.One2many('account.analytic.line', 'budget_line_id')
+    company_id = fields.Many2one(related='budget_id.company_id', comodel_name='res.company')
+    progress_percentage = fields.Float(string='Progress Percentage', compute='_compute_progress_percentage')
+
+
+    @api.depends('archived_amount', 'budget_amount')
+    def _compute_progress_percentage(self):     # Compute Method : Percentage of the progressbar
+        for record in self:
+            if record.budget_amount > 0:
+                record.progress_percentage = (record.archived_amount / record.budget_amount) * 100
+            else:
+                record.progress_percentage = 0
+
+
+    @api.depends('analytic_account_id')
+    def _calculate_amount(self):                # Compute Method : Calculatation of Archive Amount
+        for record in self:
+            linked_lines = self.env["account.analytic.line"].search(
+                [
+                    ("amount", "<", 0),
+                    ("date", ">=", record.budget_id.period_start_date),
+                    ("date", "<=", record.budget_id.period_end_date),
+                    ("account_id", "=", record.analytic_account_id.id),
+                ]
+            )
+            achieved_sum = sum(linked_lines.mapped("amount"))
+            record.write({
+                'archived_amount': abs(achieved_sum)
+            })
+
+    def action_open_budget_entries(self):      # Action Button : Open Form view of account.analytic.line
+        return {
+            "type": "ir.actions.act_window",
+            "name": "Analytical Lines",
+            "res_model": "account.analytic.line",
+            "target": "current",
+            "view_mode": "list",
+            "res_id": self.id,
+            "domain": [
+                ("account_id", "=", self.analytic_account_id.id),
+                ("date", ">=", self.period_start_date),
+                ("date", "<=", self.period_end_date),
+            ],
+        }

budget_management/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
+access_budget_budget,access_budget_budget,budget_management.model_budget_budget,base.group_user,1,1,1,1
+access_budget_main,access_budget_main,budget_management.model_budget_main,base.group_user,1,1,1,1
+access_budget_line,access_budget_line,budget_management.model_budget_line,base.group_user,1,1,1,1

budget_management/views/account_analytic_line.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="analytical_account_line_view" model="ir.actions.act_window">
+        <field name="name">acount.analytic.line</field>
+        <field name="res_model">account.analytic.line</field>
+        <field name="view_mode">list,form</field> 
+    </record>
+
+</odoo>

budget_management/views/budget_budget.xml

@@ -0,0 +1,117 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="budget_budget_action" model="ir.actions.act_window">
+        <field name="name">budget.budget</field>
+        <field name="res_model">budget.budget</field>
+        <field name="view_mode">kanban,form</field> 
+         <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Define new Budget
+            </p>
+            <p>
+                Use options specified in form to list Budget
+            </p>
+        </field>
+    </record>
+
+    <!-- Kanban View -->
+    <record id="budget_budget_kanban_view" model="ir.ui.view">
+        <field name="name">budget.budget.kanban</field>
+        <field name="model">budget.budget</field>
+        <field name="arch" type="xml">
+            <kanban 
+                on_create="budget_management.budget_wizard_action"
+                action="action_budget_line_form" type="object"
+                quick_create_view="budget_management.budget_wizard_form_view"
+                >
+                <templates>
+                    <t t-name="menu">
+                         <div class="container">
+                            <div class="row">
+                                <div name="card_menu_view" class="col-6">
+                                    <div role="menuitem">
+                                        <a name="action_budget_form_view" type="object">Configuration</a>
+                                        <field name="con_color" widget="kanban_color_picker"/>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </t>   
+                    <t t-name="card">
+                        <div>
+                            <div>
+                                <text>Name : </text>
+                                <field name="name"></field>
+                            </div>
+                            <div>
+                                <field name="period_start_date" string="Planned Date" widget="daterange" options='{"end_date_field": "period_end_date", "always_range": "1"}' required="period_start_date or period_end_date" />
+                                <field name="period_end_date" invisible="1" required="period_start_date"/>
+                            </div>
+                        </div>
+                        <footer>
+                            <div class="d-flex ms-auto align-items-center">
+                                <field name="user_id" widget="many2one_avatar_user" class="me-1"/>
+                            </div>
+                        </footer>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- Form View -->
+    <record id="budget_budget_form_view" model="ir.ui.view">
+        <field name="name">budget.budget.form</field>
+        <field name="model">budget.budget</field>
+        <field name="arch" type="xml">
+            <form>
+            <div class="alert alert-warning p-2 mb-3" invisible="is_warning==False" role="alert">
+                <strong>Warning:</strong> achieved amount is greater than its budget amount in the budget line.
+            </div>
+             <header>
+                    <!-- <button name="action_to_draft" class="btn btn-primary" type="object" string="draft" invisible="state not in ['draft']" /> -->
+                    <button name="action_to_conform" class="btn btn-primary" type="object" string="conform" invisible="state in ['done', 'conformed']"/>
+                    <button name="action_to_revised" class="btn btn-primary" type="object" string="revised" invisible="state in ['draft', 'revised', 'done']"/>
+                    <button name="action_to_done" class="btn btn-primary" type="object" string="done" invisible="state in ['done','revised']"/>
+                    <field name="state" widget="statusbar"
+                        statusbar_visible="draft,conformed,revised,done" />
+                </header>
+                <sheet>
+                    <group>
+                        <field name="name" readonly="state in ['revised']"/>
+                    </group>
+                    <group>
+                        <group>
+                            <field name="user_id" readonly="state in ['revised']"></field>
+                            <field name="company_id" readonly="state in ['revised']"></field>
+                        </group>
+                        <group>
+                            <field name="period_start_date" string="Planned Date" 
+                                widget="daterange" 
+                                options='{"end_date_field": "period_end_date", "always_range": "1"}' 
+                                required="period_start_date or period_end_date" readonly="state in ['revised']"/>
+                            <field name="over_budget" readonly="state not in ['draft']"></field>
+                        </group>
+                    </group>
+                     <notebook>
+                        <page name="Budget Lines" string="Budget Lines" >
+                            <field name="budget_line_ids" >
+                                <list editable="bottom">
+                                    <field name="name" />
+                                    <field name="analytic_account_id" />
+                                    <field name="budget_amount" />
+                                    <field name="archived_amount" />
+                                    <field name="progress_percentage" widget="progressbar" />
+                                    <button type="object" name="action_open_budget_entries" string="View" icon="fa-arrow-circle-o-right" />
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+</odoo>

budget_management/views/budget_line.xml

@@ -0,0 +1,63 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="act_budget_lines_view" model="ir.actions.act_window" >
+        <field name="name">Budget Lines</field>
+        <field name="res_model">budget.line</field>
+        <field name="view_mode">list,form,pivot,graph,gantt</field>
+         <field name="domain">[('budget_id', '=', active_id)]</field>
+    </record>
+
+    <!-- List View -->
+     <record id="view_budget_line_tree" model="ir.ui.view" >
+        <field name="name">budget.line.list</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <list string="Budget Lines">
+                <field name="name" />
+                <field name="analytic_account_id" />
+                <field name="budget_amount" />
+                <field name="archived_amount" />
+                <field name="progress_percentage" widget="progressbar" />
+                <button type="object" name="action_open_budget_entries" string="View" icon="fa-arrow-circle-o-right" />
+            </list>
+        </field>
+    </record>
+
+    <!-- Pivot View -->
+    <record id="budget_line_view_pivot" model="ir.ui.view">
+        <field name="name">budget.line.view.pivot</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <pivot string="Budget Pivot">
+                <field name="analytic_account_id" type="row"/>
+            </pivot>
+        </field>
+    </record>
+
+
+
+    <!-- Graph View -->
+    <record id="budget_line_view_graph" model="ir.ui.view">
+        <field name="name">budget.line.view.graph</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <graph string="Budget Graph" type="bar">
+                <field name="name" type="row"/>
+                <field name="budget_amount" type="measure"/>
+            </graph>
+        </field>
+    </record>
+
+    <!-- Gantt View -->
+    <record id="budget_budget_view_gantt" model="ir.ui.view">
+        <field name="name">budget.line.view.gantt</field>
+        <field name="model">budget.line</field>
+        <field name="arch" type="xml">
+            <gantt string="Budget Gantt" default_group_by="name" color="analytic_account_id" date_start="period_start_date" date_stop="period_end_date">
+                <field name="analytic_account_id" type="row"/>
+            </gantt>
+        </field>
+    </record>
+
+</odoo>