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[ADD] budget_management: new module created
Created models for Budget and Budget Line. Created wizard (transient model, views, and action) for adding new budgets based on a selected time period. Developed Kanban and form views for the budget model & list view for budget line. Updated actions to allow opening budget lines directly from Kanban boxes. Implemented views and menu items for the Budget and Budget Line models.
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‎budget_management/__init__.py‎

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from . import models
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from . import wizards

‎budget_management/__manifest__.py‎

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{
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"name": "Budget Management",
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"version": "1.0",
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"depends": ["base", "account"],
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"author": "djip-odoo",
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"description": """
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Part of technical training
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Creating Budget Management module as review task
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""",
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"data": [
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"security/ir.model.access.csv",
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"views/budget_line_views.xml",
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"wizards/actions_wizard.xml",
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"views/actions_menu_and_button.xml",
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"views/menu_views.xml",
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"views/budget_views.xml",
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"wizards/wizard_add_budgets_view.xml",
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],
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"application": True,
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"installable": True,
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"auto_install": False,
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"license": "LGPL-3",
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}

‎budget_management/models/__init__.py‎

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from . import budget
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from . import budget_line

‎budget_management/models/budget.py‎

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from odoo import models, fields, api
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from datetime import date
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class Budget(models.Model):
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_name = "budget.budget"
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_inherit = ["mail.thread", "mail.activity.mixin"]
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name = fields.Char(compute="_compute_budget_name", store=True, readonly=True)
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active = fields.Boolean(default=True)
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is_favorite = fields.Boolean(default=False)
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state = fields.Selection(
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selection=[
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("draft", "Draft"),
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("confirmed", "Confirmed"),
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("revised", "Revised"),
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("done", "Done"),
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],
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required=True,
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default="draft",
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tracking=True,
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)
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on_over_budget = fields.Selection(
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selection=[("warning", "Warning"), ("restriction", "Restriction")],
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tracking=True,
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)
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responsible = fields.Many2one(
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comodel_name="res.users", # Assuming you want a link to Odoo users
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string="Responsible",
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tracking=True,
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)
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revision_id = fields.Many2one(
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comodel_name="res.users", # Assuming you want a link to Odoo users
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tracking=True,
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readonly=True,
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)
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date_start = fields.Date(string="Start Date", required=True)
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date_end = fields.Date(string="Expiration Date", required=True, index=True)
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company_id = fields.Many2one(
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"res.company",
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string="Company",
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default=lambda self: self.env.company,
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)
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budget_line_ids = fields.One2many(
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comodel_name="budget.management.budget.lines", inverse_name="budget_id"
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)
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@api.depends("date_start", "date_end")
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def _compute_budget_name(self):
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for record in self:
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if record.date_start and record.date_end:
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start_date = record.date_start.strftime("%Y-%m")
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end_date = record.date_end.strftime("%Y-%m")
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record.name = f"Budget {start_date} to {end_date}"
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else:
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record.name = "Unknown Budget"
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def onclick_reset_to_draft(self):
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for record in self:
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if record.state != "draft":
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record.state = "draft"
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def onclick_revise(self):
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for record in self:
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if record.state in ["confirmed", "draft"]:
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record.revision_id = lambda self: self.env.user
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record.state = "revised"
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def onclick_done(self):
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for record in self:
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if record.state in ["confirmed", "revised"]:
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record.state = "done"

‎budget_management/models/budget_line.py‎

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from odoo import models, fields, api
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class BudgetLine(models.Model):
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_name = "budget.management.budget.lines"
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name = fields.Char()
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budget_id = fields.Many2one(comodel_name="budget.budget", string="Budget")
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budget_amount = fields.Float(default=0.0)
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achieved_amount = fields.Float(default=0.0)
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achieved_percentage = fields.Float(
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default=0.0,
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compute="_compute_achieved_percentage",
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store=True
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)
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analytic_account_id = fields.Many2one('account.analytic.account', string='Analytic Account')
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# analytic_line_ids = fields.One2many('account.analytic.line', string='Analytic Account')
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@api.depends("budget_amount", "achieved_amount")
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def _compute_achieved_percentage(self):
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for record in self:
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if record.budget_amount:
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record.achieved_percentage = (record.achieved_amount / record.budget_amount) * 100
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else:
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record.achieved_percentage = 0.0
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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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budget_management.access_budget_budget,access_budget_budget,budget_management.model_budget_budget,base.group_user,1,1,1,1
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budget_management.access_add_budget_wizard,access_add_budget_wizard,budget_management.model_add_budget_wizard,base.group_user,1,1,1,0
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budget_management.access_budget_management_budget_lines,access_budget_management_budget_lines,budget_management.model_budget_management_budget_lines,base.group_user,1,1,1,1

‎budget_management/views/actions_menu_and_button.xml‎

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<odoo>
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<record id="action_budget_management_menu_budget" model="ir.actions.act_window">
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<field name="name">Budgets</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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No records available.
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</p>
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<p>
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Please check your filters or create new records.
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</p>
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</field>
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</record>
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<record id="action_budget_management_budget_line" model="ir.actions.act_window">
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<field name="name">Budgets Lines</field>
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<field name="res_model">budget.management.budget.lines</field>
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<field name="view_mode">list</field>
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<field name="view_id" ref="budget_management.view_budget_management_budget_line_tree" />
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<field name="context">{'default_budget_id': active_id}</field>
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<field name="domain">[('budget_id', '=', context.get('default_budget_id'))]</field>
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</record>
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</odoo>

‎budget_management/views/budget_line_views.xml‎

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<odoo>
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<record id="view_budget_management_budget_line_tree" model="ir.ui.view">
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<field name="name">budget.line.tree</field>
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<field name="model">budget.management.budget.lines</field>
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<field name="arch" type="xml">
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<list string="Budget Lines"
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default_order="id desc"
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sample="1"
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editable="bottom"
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>
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<field string="Budget" name="name" />
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<field string="Analytic Account" name="analytic_account_id" />
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<field string="Budget Amount" name="budget_amount" />
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<field string="Archived Amount" name="achieved_amount" />
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</list>
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</field>
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</record>
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</odoo>

‎budget_management/views/budget_views.xml‎

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<odoo>
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<record id="view_budget_management_kanban" 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 sample="1"
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can_open="0"
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type="action"
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action="%(action_budget_management_budget_line)d"
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on_create="budget_management.open_create_multiple_budget"
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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">
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<div role="menuitem" aria-haspopup="true">
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<a class="dropdown-item" role="menuitem"
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name="action_budget_management_menu_budget" type="open">
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Configuration</a>
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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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style="display:flex;justify-content:space-between;flex-direction:column">
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<div style="display:flex;">
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<field name="is_favorite" widget="project_is_favorite" nolabel="1" />
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<h3>
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<field name="name" />
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</h3>
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</div>
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<div style="display:flex;">
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<div t-if="record.date_end.raw_value or record.date_start.raw_value"
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class="text-muted">
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<span class="fa fa-clock-o me-2" title="Dates"></span>
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<field name="date_start" />
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<i
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t-if="record.date_end.raw_value and record.date_start.raw_value"
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class="fa fa-long-arrow-right mx-2 oe_read_only"
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aria-label="Arrow icon" title="Arrow" />
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<field name="date_end" />
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</div>
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</div>
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</div>
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<footer class="mt-auto pt-0 ms-1">
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<div class="d-flex align-items-center">
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</div>
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<div class="d-flex ms-auto align-items-center">
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<field name="responsible" widget="many2one_avatar_user"
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domain="[('share', '=', False)]" 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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<record id="view_estate_property_form" 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 string="Test">
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<header>
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<button name="onclick_reset_to_draft" type="object" string="Reset to Draft"
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invisible="state in ['draft']"
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/>
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<button name="onclick_revise" type="object" string="Revise"
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invisible="state in ['revise','done']"
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/>
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<button name="onclick_done" type="object" string="Done"
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invisible="state in ['done']"
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/>
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<field name="state" widget="statusbar"
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statusbar_visible="draft,confirmed,revised,done" />
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</header>
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<sheet>
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<h1>
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<field name="name" />
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</h1>
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<field name="active" invisible="True" />
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<group>
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<group>
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<field name="responsible" />
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</group>
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<group>
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<field name="date_start" string="Period" widget="daterange"
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options="{'end_date_field': 'date_end', 'always_range': '1'}"
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optional="hide" />
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</group>
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</group>
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<group>
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<group>
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<field name="company_id" />
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</group>
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<group>
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<field name="on_over_budget" />
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</group>
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</group>
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<group>
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<group>
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<field name="revision_id" />
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</group>
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</group>
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<notebook>
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<page name="Budget Lines">
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<field name="budget_line_ids">
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<list>
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<field name="name" string="Analytic Account" />
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<field name="budget_amount" string="Budget Amount" />
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<field name="achieved_amount" string="Archived Amount" />
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<field name="achieved_percentage" string="Archived (%)"
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widget="progressbar" options="{'max_value': 100}" />
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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/menu_views.xml‎

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<odoo>
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<!-- Define the Root Menu -->
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<menuitem
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id="budget_management_menu"
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name="Budget"
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/>
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<menuitem
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id="budget_management_menu_budget"
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name="Budgets"
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parent="budget_management_menu"
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action="action_budget_management_menu_budget"
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/>
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</odoo>

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