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[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.
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‎budget_management/__init__.py‎

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from . import models, wizard

‎budget_management/__manifest__.py‎

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

‎budget_management/models/__init__.py‎

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from . import budget_line, budget_budget, account_analytical_line

‎budget_management/models/account_analytical_line.py‎

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

‎budget_management/models/budget_budget.py‎

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

‎budget_management/models/budget_line.py‎

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

‎budget_management/security/ir.model.access.csv‎

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id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
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access_budget_budget,access_budget_budget,budget_management.model_budget_budget,base.group_user,1,1,1,1
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access_budget_main,access_budget_main,budget_management.model_budget_main,base.group_user,1,1,1,1
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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

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

‎budget_management/views/budget_budget.xml‎

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

‎budget_management/views/budget_line.xml‎

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

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