Add budget modules
issue6089 review32861002
This commit is contained in:
Cédric Krier
+68
@@ -0,0 +1,68 @@
|
||||
clone:
|
||||
hg:
|
||||
image: plugins/hg
|
||||
environment:
|
||||
- HG_SHARE_POOL=/root/.cache/hg
|
||||
volumes:
|
||||
- cache:/root/.cache
|
||||
|
||||
pipeline:
|
||||
tox:
|
||||
image: ${IMAGE}
|
||||
environment:
|
||||
- CFLAGS=-O0
|
||||
- DB_CACHE=/cache
|
||||
- TOX_TESTENV_PASSENV=CFLAGS DB_CACHE CI_BUILD_NUMBER CI_JOB_NUMBER CI_JOB_ID
|
||||
- POSTGRESQL_URI=postgresql://postgres@postgresql:5432/
|
||||
commands:
|
||||
- echo "[extensions]" >> /root/.hgrc
|
||||
- echo "hgext.share =" >> /root/.hgrc
|
||||
- echo "[share]" >> /root/.hgrc
|
||||
- echo "pool = /root/.cache/hg" >> /root/.hgrc
|
||||
- pip install tox
|
||||
- tox -e "${TOXENV}-${DATABASE}"
|
||||
volumes:
|
||||
- cache:/root/.cache
|
||||
check_dist:
|
||||
image: ${IMAGE}
|
||||
commands:
|
||||
- pip install twine
|
||||
- python setup.py sdist
|
||||
- twine check dist/*
|
||||
|
||||
services:
|
||||
postgresql:
|
||||
image: postgres
|
||||
environment:
|
||||
- POSTGRES_HOST_AUTH_METHOD=trust
|
||||
command: "-c fsync=off -c synchronous_commit=off -c full_page_writes=off"
|
||||
when:
|
||||
matrix:
|
||||
DATABASE: postgresql
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||||
|
||||
matrix:
|
||||
include:
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||||
- IMAGE: python:3.6
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||||
TOXENV: py36
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||||
DATABASE: sqlite
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||||
- IMAGE: python:3.6
|
||||
TOXENV: py36
|
||||
DATABASE: postgresql
|
||||
- IMAGE: python:3.7
|
||||
TOXENV: py37
|
||||
DATABASE: sqlite
|
||||
- IMAGE: python:3.7
|
||||
TOXENV: py37
|
||||
DATABASE: postgresql
|
||||
- IMAGE: python:3.8
|
||||
TOXENV: py38
|
||||
DATABASE: sqlite
|
||||
- IMAGE: python:3.8
|
||||
TOXENV: py38
|
||||
DATABASE: postgresql
|
||||
- IMAGE: python:3.9
|
||||
TOXENV: py39
|
||||
DATABASE: sqlite
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||||
- IMAGE: python:3.9
|
||||
TOXENV: py39
|
||||
DATABASE: postgresql
|
||||
@@ -0,0 +1,18 @@
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||||
Copyright (C) 2021 B2CK
|
||||
Copyright (C) 2021 Cédric Krier
|
||||
Copyright (C) 2020-2021 David Harper
|
||||
Copyright (C) 2019 Adrián Bernardi
|
||||
Copyright (C) 2016 Sergi Almacellas Abellana
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
@@ -0,0 +1,674 @@
|
||||
GNU GENERAL PUBLIC LICENSE
|
||||
Version 3, 29 June 2007
|
||||
|
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Copyright (C) 2007 Free Software Foundation, Inc. <http://fsf.org/>
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Everyone is permitted to copy and distribute verbatim copies
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of this license document, but changing it is not allowed.
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Preamble
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The GNU General Public License is a free, copyleft license for
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When we speak of free software, we are referring to freedom, not
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|
||||
for which you have or can give appropriate copyright permission.
|
||||
|
||||
Notwithstanding any other provision of this License, for material you
|
||||
add to a covered work, you may (if authorized by the copyright holders of
|
||||
that material) supplement the terms of this License with terms:
|
||||
|
||||
a) Disclaiming warranty or limiting liability differently from the
|
||||
terms of sections 15 and 16 of this License; or
|
||||
|
||||
b) Requiring preservation of specified reasonable legal notices or
|
||||
author attributions in that material or in the Appropriate Legal
|
||||
Notices displayed by works containing it; or
|
||||
|
||||
c) Prohibiting misrepresentation of the origin of that material, or
|
||||
requiring that modified versions of such material be marked in
|
||||
reasonable ways as different from the original version; or
|
||||
|
||||
d) Limiting the use for publicity purposes of names of licensors or
|
||||
authors of the material; or
|
||||
|
||||
e) Declining to grant rights under trademark law for use of some
|
||||
trade names, trademarks, or service marks; or
|
||||
|
||||
f) Requiring indemnification of licensors and authors of that
|
||||
material by anyone who conveys the material (or modified versions of
|
||||
it) with contractual assumptions of liability to the recipient, for
|
||||
any liability that these contractual assumptions directly impose on
|
||||
those licensors and authors.
|
||||
|
||||
All other non-permissive additional terms are considered "further
|
||||
restrictions" within the meaning of section 10. If the Program as you
|
||||
received it, or any part of it, contains a notice stating that it is
|
||||
governed by this License along with a term that is a further
|
||||
restriction, you may remove that term. If a license document contains
|
||||
a further restriction but permits relicensing or conveying under this
|
||||
License, you may add to a covered work material governed by the terms
|
||||
of that license document, provided that the further restriction does
|
||||
not survive such relicensing or conveying.
|
||||
|
||||
If you add terms to a covered work in accord with this section, you
|
||||
must place, in the relevant source files, a statement of the
|
||||
additional terms that apply to those files, or a notice indicating
|
||||
where to find the applicable terms.
|
||||
|
||||
Additional terms, permissive or non-permissive, may be stated in the
|
||||
form of a separately written license, or stated as exceptions;
|
||||
the above requirements apply either way.
|
||||
|
||||
8. Termination.
|
||||
|
||||
You may not propagate or modify a covered work except as expressly
|
||||
provided under this License. Any attempt otherwise to propagate or
|
||||
modify it is void, and will automatically terminate your rights under
|
||||
this License (including any patent licenses granted under the third
|
||||
paragraph of section 11).
|
||||
|
||||
However, if you cease all violation of this License, then your
|
||||
license from a particular copyright holder is reinstated (a)
|
||||
provisionally, unless and until the copyright holder explicitly and
|
||||
finally terminates your license, and (b) permanently, if the copyright
|
||||
holder fails to notify you of the violation by some reasonable means
|
||||
prior to 60 days after the cessation.
|
||||
|
||||
Moreover, your license from a particular copyright holder is
|
||||
reinstated permanently if the copyright holder notifies you of the
|
||||
violation by some reasonable means, this is the first time you have
|
||||
received notice of violation of this License (for any work) from that
|
||||
copyright holder, and you cure the violation prior to 30 days after
|
||||
your receipt of the notice.
|
||||
|
||||
Termination of your rights under this section does not terminate the
|
||||
licenses of parties who have received copies or rights from you under
|
||||
this License. If your rights have been terminated and not permanently
|
||||
reinstated, you do not qualify to receive new licenses for the same
|
||||
material under section 10.
|
||||
|
||||
9. Acceptance Not Required for Having Copies.
|
||||
|
||||
You are not required to accept this License in order to receive or
|
||||
run a copy of the Program. Ancillary propagation of a covered work
|
||||
occurring solely as a consequence of using peer-to-peer transmission
|
||||
to receive a copy likewise does not require acceptance. However,
|
||||
nothing other than this License grants you permission to propagate or
|
||||
modify any covered work. These actions infringe copyright if you do
|
||||
not accept this License. Therefore, by modifying or propagating a
|
||||
covered work, you indicate your acceptance of this License to do so.
|
||||
|
||||
10. Automatic Licensing of Downstream Recipients.
|
||||
|
||||
Each time you convey a covered work, the recipient automatically
|
||||
receives a license from the original licensors, to run, modify and
|
||||
propagate that work, subject to this License. You are not responsible
|
||||
for enforcing compliance by third parties with this License.
|
||||
|
||||
An "entity transaction" is a transaction transferring control of an
|
||||
organization, or substantially all assets of one, or subdividing an
|
||||
organization, or merging organizations. If propagation of a covered
|
||||
work results from an entity transaction, each party to that
|
||||
transaction who receives a copy of the work also receives whatever
|
||||
licenses to the work the party's predecessor in interest had or could
|
||||
give under the previous paragraph, plus a right to possession of the
|
||||
Corresponding Source of the work from the predecessor in interest, if
|
||||
the predecessor has it or can get it with reasonable efforts.
|
||||
|
||||
You may not impose any further restrictions on the exercise of the
|
||||
rights granted or affirmed under this License. For example, you may
|
||||
not impose a license fee, royalty, or other charge for exercise of
|
||||
rights granted under this License, and you may not initiate litigation
|
||||
(including a cross-claim or counterclaim in a lawsuit) alleging that
|
||||
any patent claim is infringed by making, using, selling, offering for
|
||||
sale, or importing the Program or any portion of it.
|
||||
|
||||
11. Patents.
|
||||
|
||||
A "contributor" is a copyright holder who authorizes use under this
|
||||
License of the Program or a work on which the Program is based. The
|
||||
work thus licensed is called the contributor's "contributor version".
|
||||
|
||||
A contributor's "essential patent claims" are all patent claims
|
||||
owned or controlled by the contributor, whether already acquired or
|
||||
hereafter acquired, that would be infringed by some manner, permitted
|
||||
by this License, of making, using, or selling its contributor version,
|
||||
but do not include claims that would be infringed only as a
|
||||
consequence of further modification of the contributor version. For
|
||||
purposes of this definition, "control" includes the right to grant
|
||||
patent sublicenses in a manner consistent with the requirements of
|
||||
this License.
|
||||
|
||||
Each contributor grants you a non-exclusive, worldwide, royalty-free
|
||||
patent license under the contributor's essential patent claims, to
|
||||
make, use, sell, offer for sale, import and otherwise run, modify and
|
||||
propagate the contents of its contributor version.
|
||||
|
||||
In the following three paragraphs, a "patent license" is any express
|
||||
agreement or commitment, however denominated, not to enforce a patent
|
||||
(such as an express permission to practice a patent or covenant not to
|
||||
sue for patent infringement). To "grant" such a patent license to a
|
||||
party means to make such an agreement or commitment not to enforce a
|
||||
patent against the party.
|
||||
|
||||
If you convey a covered work, knowingly relying on a patent license,
|
||||
and the Corresponding Source of the work is not available for anyone
|
||||
to copy, free of charge and under the terms of this License, through a
|
||||
publicly available network server or other readily accessible means,
|
||||
then you must either (1) cause the Corresponding Source to be so
|
||||
available, or (2) arrange to deprive yourself of the benefit of the
|
||||
patent license for this particular work, or (3) arrange, in a manner
|
||||
consistent with the requirements of this License, to extend the patent
|
||||
license to downstream recipients. "Knowingly relying" means you have
|
||||
actual knowledge that, but for the patent license, your conveying the
|
||||
covered work in a country, or your recipient's use of the covered work
|
||||
in a country, would infringe one or more identifiable patents in that
|
||||
country that you have reason to believe are valid.
|
||||
|
||||
If, pursuant to or in connection with a single transaction or
|
||||
arrangement, you convey, or propagate by procuring conveyance of, a
|
||||
covered work, and grant a patent license to some of the parties
|
||||
receiving the covered work authorizing them to use, propagate, modify
|
||||
or convey a specific copy of the covered work, then the patent license
|
||||
you grant is automatically extended to all recipients of the covered
|
||||
work and works based on it.
|
||||
|
||||
A patent license is "discriminatory" if it does not include within
|
||||
the scope of its coverage, prohibits the exercise of, or is
|
||||
conditioned on the non-exercise of one or more of the rights that are
|
||||
specifically granted under this License. You may not convey a covered
|
||||
work if you are a party to an arrangement with a third party that is
|
||||
in the business of distributing software, under which you make payment
|
||||
to the third party based on the extent of your activity of conveying
|
||||
the work, and under which the third party grants, to any of the
|
||||
parties who would receive the covered work from you, a discriminatory
|
||||
patent license (a) in connection with copies of the covered work
|
||||
conveyed by you (or copies made from those copies), or (b) primarily
|
||||
for and in connection with specific products or compilations that
|
||||
contain the covered work, unless you entered into that arrangement,
|
||||
or that patent license was granted, prior to 28 March 2007.
|
||||
|
||||
Nothing in this License shall be construed as excluding or limiting
|
||||
any implied license or other defenses to infringement that may
|
||||
otherwise be available to you under applicable patent law.
|
||||
|
||||
12. No Surrender of Others' Freedom.
|
||||
|
||||
If conditions are imposed on you (whether by court order, agreement or
|
||||
otherwise) that contradict the conditions of this License, they do not
|
||||
excuse you from the conditions of this License. If you cannot convey a
|
||||
covered work so as to satisfy simultaneously your obligations under this
|
||||
License and any other pertinent obligations, then as a consequence you may
|
||||
not convey it at all. For example, if you agree to terms that obligate you
|
||||
to collect a royalty for further conveying from those to whom you convey
|
||||
the Program, the only way you could satisfy both those terms and this
|
||||
License would be to refrain entirely from conveying the Program.
|
||||
|
||||
13. Use with the GNU Affero General Public License.
|
||||
|
||||
Notwithstanding any other provision of this License, you have
|
||||
permission to link or combine any covered work with a work licensed
|
||||
under version 3 of the GNU Affero General Public License into a single
|
||||
combined work, and to convey the resulting work. The terms of this
|
||||
License will continue to apply to the part which is the covered work,
|
||||
but the special requirements of the GNU Affero General Public License,
|
||||
section 13, concerning interaction through a network will apply to the
|
||||
combination as such.
|
||||
|
||||
14. Revised Versions of this License.
|
||||
|
||||
The Free Software Foundation may publish revised and/or new versions of
|
||||
the GNU General Public License from time to time. Such new versions will
|
||||
be similar in spirit to the present version, but may differ in detail to
|
||||
address new problems or concerns.
|
||||
|
||||
Each version is given a distinguishing version number. If the
|
||||
Program specifies that a certain numbered version of the GNU General
|
||||
Public License "or any later version" applies to it, you have the
|
||||
option of following the terms and conditions either of that numbered
|
||||
version or of any later version published by the Free Software
|
||||
Foundation. If the Program does not specify a version number of the
|
||||
GNU General Public License, you may choose any version ever published
|
||||
by the Free Software Foundation.
|
||||
|
||||
If the Program specifies that a proxy can decide which future
|
||||
versions of the GNU General Public License can be used, that proxy's
|
||||
public statement of acceptance of a version permanently authorizes you
|
||||
to choose that version for the Program.
|
||||
|
||||
Later license versions may give you additional or different
|
||||
permissions. However, no additional obligations are imposed on any
|
||||
author or copyright holder as a result of your choosing to follow a
|
||||
later version.
|
||||
|
||||
15. Disclaimer of Warranty.
|
||||
|
||||
THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY
|
||||
APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT
|
||||
HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY
|
||||
OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,
|
||||
THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR
|
||||
PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM
|
||||
IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
|
||||
ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
|
||||
|
||||
16. Limitation of Liability.
|
||||
|
||||
IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING
|
||||
WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS
|
||||
THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY
|
||||
GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE
|
||||
USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF
|
||||
DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD
|
||||
PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),
|
||||
EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF
|
||||
SUCH DAMAGES.
|
||||
|
||||
17. Interpretation of Sections 15 and 16.
|
||||
|
||||
If the disclaimer of warranty and limitation of liability provided
|
||||
above cannot be given local legal effect according to their terms,
|
||||
reviewing courts shall apply local law that most closely approximates
|
||||
an absolute waiver of all civil liability in connection with the
|
||||
Program, unless a warranty or assumption of liability accompanies a
|
||||
copy of the Program in return for a fee.
|
||||
|
||||
END OF TERMS AND CONDITIONS
|
||||
|
||||
How to Apply These Terms to Your New Programs
|
||||
|
||||
If you develop a new program, and you want it to be of the greatest
|
||||
possible use to the public, the best way to achieve this is to make it
|
||||
free software which everyone can redistribute and change under these terms.
|
||||
|
||||
To do so, attach the following notices to the program. It is safest
|
||||
to attach them to the start of each source file to most effectively
|
||||
state the exclusion of warranty; and each file should have at least
|
||||
the "copyright" line and a pointer to where the full notice is found.
|
||||
|
||||
<one line to give the program's name and a brief idea of what it does.>
|
||||
Copyright (C) <year> <name of author>
|
||||
|
||||
This program is free software: you can redistribute it and/or modify
|
||||
it under the terms of the GNU General Public License as published by
|
||||
the Free Software Foundation, either version 3 of the License, or
|
||||
(at your option) any later version.
|
||||
|
||||
This program is distributed in the hope that it will be useful,
|
||||
but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
GNU General Public License for more details.
|
||||
|
||||
You should have received a copy of the GNU General Public License
|
||||
along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
|
||||
Also add information on how to contact you by electronic and paper mail.
|
||||
|
||||
If the program does terminal interaction, make it output a short
|
||||
notice like this when it starts in an interactive mode:
|
||||
|
||||
<program> Copyright (C) <year> <name of author>
|
||||
This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'.
|
||||
This is free software, and you are welcome to redistribute it
|
||||
under certain conditions; type `show c' for details.
|
||||
|
||||
The hypothetical commands `show w' and `show c' should show the appropriate
|
||||
parts of the General Public License. Of course, your program's commands
|
||||
might be different; for a GUI interface, you would use an "about box".
|
||||
|
||||
You should also get your employer (if you work as a programmer) or school,
|
||||
if any, to sign a "copyright disclaimer" for the program, if necessary.
|
||||
For more information on this, and how to apply and follow the GNU GPL, see
|
||||
<http://www.gnu.org/licenses/>.
|
||||
|
||||
The GNU General Public License does not permit incorporating your program
|
||||
into proprietary programs. If your program is a subroutine library, you
|
||||
may consider it more useful to permit linking proprietary applications with
|
||||
the library. If this is what you want to do, use the GNU Lesser General
|
||||
Public License instead of this License. But first, please read
|
||||
<http://www.gnu.org/philosophy/why-not-lgpl.html>.
|
||||
@@ -0,0 +1,5 @@
|
||||
include CHANGELOG
|
||||
include COPYRIGHT
|
||||
include LICENSE
|
||||
include README.rst
|
||||
graft doc
|
||||
Symlink
+1
@@ -0,0 +1 @@
|
||||
doc/index.rst
|
||||
+29
@@ -0,0 +1,29 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
|
||||
from trytond.pool import Pool
|
||||
from . import account
|
||||
|
||||
from .account import (
|
||||
BudgetMixin, BudgetLineMixin,
|
||||
CopyBudgetMixin, CopyBudgetStartMixin)
|
||||
|
||||
__all__ = [
|
||||
'BudgetMixin', 'BudgetLineMixin',
|
||||
'CopyBudgetMixin', 'CopyBudgetStartMixin',
|
||||
'register']
|
||||
|
||||
|
||||
def register():
|
||||
Pool.register(
|
||||
account.BudgetContext,
|
||||
account.Budget,
|
||||
account.BudgetLine,
|
||||
account.BudgetLinePeriod,
|
||||
account.CopyBudgetStart,
|
||||
account.CreatePeriodsStart,
|
||||
module='account_budget', type_='model')
|
||||
Pool.register(
|
||||
account.CopyBudget,
|
||||
account.CreatePeriods,
|
||||
module='account_budget', type_='wizard')
|
||||
+827
@@ -0,0 +1,827 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
from collections import defaultdict
|
||||
from decimal import Decimal, ROUND_DOWN
|
||||
from itertools import groupby
|
||||
|
||||
from sql.aggregate import Sum
|
||||
from sql.conditionals import Coalesce
|
||||
|
||||
from trytond.i18n import gettext
|
||||
from trytond.model import (
|
||||
ModelSQL, ModelView, fields, Unique, sequence_ordered, tree)
|
||||
from trytond.pool import Pool
|
||||
from trytond.pyson import Bool, Eval, If
|
||||
from trytond.rpc import RPC
|
||||
from trytond.tools import grouped_slice, reduce_ids
|
||||
from trytond.transaction import Transaction
|
||||
from trytond.wizard import (
|
||||
Button, StateAction, StateTransition, StateView, Wizard)
|
||||
|
||||
from trytond.modules.currency.fields import Monetary
|
||||
|
||||
from .exceptions import BudgetValidationError
|
||||
|
||||
|
||||
class AmountMixin:
|
||||
|
||||
actual_amount = fields.Function(
|
||||
Monetary(
|
||||
"Actual Amount", currency='currency', digits='currency',
|
||||
help="The total amount booked against the budget line."),
|
||||
'get_amount')
|
||||
percentage = fields.Function(
|
||||
fields.Numeric(
|
||||
"Percentage", digits=(16, 4),
|
||||
help="The percentage of booked amount of the budget line."),
|
||||
'get_amount')
|
||||
|
||||
@classmethod
|
||||
def view_attributes(cls):
|
||||
return [
|
||||
('/tree/field[@name="ratio"]', 'visual',
|
||||
If(Eval('ratio') & (Eval('ratio', 0) > 1),
|
||||
If(Eval('actual_amount', 0) > 0, 'danger', ''),
|
||||
If(Eval('actual_amount', 0) < 0, 'success', ''))),
|
||||
]
|
||||
|
||||
@classmethod
|
||||
def get_amount(cls, records, names):
|
||||
transaction = Transaction()
|
||||
cursor = transaction.connection.cursor()
|
||||
records = cls.browse(sorted(records, key=cls._get_amount_group_key))
|
||||
balances = defaultdict(Decimal)
|
||||
for keys, grouped_records in groupby(
|
||||
records, key=cls._get_amount_group_key):
|
||||
for sub_records in grouped_slice(list(grouped_records)):
|
||||
cursor.execute(*cls._get_amount_query(
|
||||
sub_records, dict(keys)))
|
||||
balances.update(cursor)
|
||||
|
||||
total = {n: {} for n in names}
|
||||
for record in records:
|
||||
balance = balances[record.id]
|
||||
# SQLite uses float for SUM
|
||||
if not isinstance(balance, Decimal):
|
||||
balance = Decimal(str(balance))
|
||||
if 'actual_amount' in names:
|
||||
total['actual_amount'][record.id] = record.currency.round(
|
||||
balance)
|
||||
if 'percentage' in names:
|
||||
if not record.total_amount:
|
||||
percentage = None
|
||||
elif not balance:
|
||||
percentage = Decimal('0.0000')
|
||||
else:
|
||||
percentage = balance / record.total_amount
|
||||
percentage = percentage.quantize(Decimal('.0001'))
|
||||
total['percentage'][record.id] = percentage
|
||||
return total
|
||||
|
||||
@classmethod
|
||||
def _get_amount_group_key(cls, record):
|
||||
raise NotImplementedError
|
||||
|
||||
@classmethod
|
||||
def _get_amount_query(cls, records, context):
|
||||
raise NotImplementedError
|
||||
|
||||
|
||||
class BudgetMixin:
|
||||
|
||||
name = fields.Char("Name", required=True)
|
||||
company = fields.Many2One(
|
||||
'company.company', "Company", required=True, select=True,
|
||||
states={
|
||||
'readonly': Eval('company') & Eval('lines', [-1]),
|
||||
},
|
||||
help="The company that the budget is associated with.")
|
||||
lines = None
|
||||
root_lines = None
|
||||
|
||||
@classmethod
|
||||
def default_company(cls):
|
||||
return Transaction().context.get('company')
|
||||
|
||||
@classmethod
|
||||
def copy(cls, budgets, default=None):
|
||||
if default is None:
|
||||
default = {}
|
||||
else:
|
||||
default = default.copy()
|
||||
default.setdefault('lines')
|
||||
return super().copy(budgets, default=default)
|
||||
|
||||
|
||||
class BudgetLineMixin(
|
||||
tree(name='current_name', separator='\\'), sequence_ordered(),
|
||||
AmountMixin):
|
||||
|
||||
budget = None
|
||||
name = fields.Char(
|
||||
"Name",
|
||||
states={
|
||||
'required': ~Eval('account'),
|
||||
'invisible': Bool(Eval('account')),
|
||||
},
|
||||
depends=['account'])
|
||||
account = None
|
||||
current_name = fields.Function(
|
||||
fields.Char("Current Name"),
|
||||
'on_change_with_current_name', searcher='search_current_name')
|
||||
|
||||
company = fields.Function(
|
||||
fields.Many2One('company.company', "Company"),
|
||||
'on_change_with_company')
|
||||
currency = fields.Function(
|
||||
fields.Many2One('currency.currency', "Currency"),
|
||||
'on_change_with_currency')
|
||||
|
||||
amount = Monetary(
|
||||
"Amount", currency='currency', digits='currency',
|
||||
help="The amount allocated to the budget line.")
|
||||
total_amount = fields.Function(
|
||||
Monetary(
|
||||
"Total Amount", currency='currency', digits='currency',
|
||||
help="The total amount allocated to "
|
||||
"the budget line and its children."),
|
||||
'get_total_amount')
|
||||
|
||||
left = fields.Integer("Left", required=True, select=True)
|
||||
right = fields.Integer("Right", required=True, select=True)
|
||||
|
||||
@classmethod
|
||||
def __setup__(cls):
|
||||
cls.parent = fields.Many2One(
|
||||
cls.__name__, "Parent", select=True,
|
||||
left='left', right='right', ondelete='CASCADE',
|
||||
domain=[
|
||||
('budget', '=', Eval('budget', -1)),
|
||||
],
|
||||
depends=['budget'],
|
||||
help="Used to add structure above the budget.")
|
||||
cls.children = fields.One2Many(
|
||||
cls.__name__, 'parent', "Children",
|
||||
domain=[
|
||||
('budget', '=', Eval('budget', -1)),
|
||||
],
|
||||
depends=['budget'],
|
||||
help="Used to add structure below the budget.")
|
||||
super().__setup__()
|
||||
cls.__access__.add('budget')
|
||||
|
||||
@classmethod
|
||||
def default_left(cls):
|
||||
return 0
|
||||
|
||||
@classmethod
|
||||
def default_right(cls):
|
||||
return 0
|
||||
|
||||
@fields.depends('budget', '_parent_budget.company')
|
||||
def on_change_with_company(self, name=None):
|
||||
if self.budget and self.budget.company:
|
||||
return self.budget.company.id
|
||||
|
||||
@fields.depends('budget', '_parent_budget.company')
|
||||
def on_change_with_currency(self, name=None):
|
||||
if self.budget and self.budget.company:
|
||||
return self.budget.company.currency.id
|
||||
|
||||
@classmethod
|
||||
def get_total_amount(cls, records, name):
|
||||
transaction = Transaction()
|
||||
cursor = transaction.connection.cursor()
|
||||
table = cls.__table__()
|
||||
children = cls.__table__()
|
||||
|
||||
amounts = defaultdict(Decimal)
|
||||
ids = [p.id for p in records]
|
||||
query = (table
|
||||
.join(children,
|
||||
condition=(children.left >= table.left)
|
||||
& (children.right <= table.right))
|
||||
.select(
|
||||
table.id,
|
||||
Sum(Coalesce(children.amount, 0)),
|
||||
group_by=table.id))
|
||||
|
||||
for sub_ids in grouped_slice(ids):
|
||||
query.where = reduce_ids(table.id, sub_ids)
|
||||
cursor.execute(*query)
|
||||
amounts.update(cursor)
|
||||
|
||||
for record in records:
|
||||
amount = amounts[record.id]
|
||||
# SQLite uses float for SUM
|
||||
if amount is not None and not isinstance(amount, Decimal):
|
||||
amount = Decimal(str(amount))
|
||||
if amount is not None:
|
||||
amounts[record.id] = record.currency.round(amount)
|
||||
return amounts
|
||||
|
||||
@fields.depends('account', 'name')
|
||||
def on_change_with_current_name(self, name=None):
|
||||
if self.account:
|
||||
return self.account.rec_name
|
||||
else:
|
||||
return self.name
|
||||
|
||||
@classmethod
|
||||
def search_current_name(cls, name, clause):
|
||||
if clause[1].startswith('!') or clause[1].startswith('not '):
|
||||
bool_op = 'AND'
|
||||
else:
|
||||
bool_op = 'OR'
|
||||
return [bool_op,
|
||||
('account.rec_name',) + tuple(clause[1:]),
|
||||
('name',) + tuple(clause[1:]),
|
||||
]
|
||||
|
||||
@classmethod
|
||||
def copy(cls, records, default=None):
|
||||
if default is None:
|
||||
default = {}
|
||||
else:
|
||||
default = default.copy()
|
||||
default.setdefault('left', 0)
|
||||
default.setdefault('right', 0)
|
||||
if 'budget' in default and 'children.budget' not in default:
|
||||
default['children.budget'] = default['budget']
|
||||
if 'amount' in default and 'children.amount' not in default:
|
||||
default['children.amount'] = default['amount']
|
||||
return super().copy(records, default=default)
|
||||
|
||||
|
||||
class BudgetContext(ModelView):
|
||||
"Account Budget Context"
|
||||
__name__ = 'account.budget.context'
|
||||
|
||||
budget = fields.Many2One('account.budget', "Budget", required=True)
|
||||
posted = fields.Boolean(
|
||||
"Posted",
|
||||
help="Only include posted moves.")
|
||||
periods = fields.Many2Many(
|
||||
'account.period', None, None, "Periods",
|
||||
domain=[
|
||||
('fiscalyear', '=', Eval('fiscalyear', -1)),
|
||||
],
|
||||
depends=['fiscalyear'])
|
||||
|
||||
fiscalyear = fields.Function(
|
||||
fields.Many2One('account.fiscalyear', "Fiscal Year"),
|
||||
'on_change_with_fiscalyear')
|
||||
|
||||
@classmethod
|
||||
def default_budget(cls):
|
||||
pool = Pool()
|
||||
Budget = pool.get('account.budget')
|
||||
FiscalYear = pool.get('account.fiscalyear')
|
||||
context = Transaction().context
|
||||
if 'budget' in context:
|
||||
return context.get('budget')
|
||||
fiscalyear_id = FiscalYear.find(
|
||||
context.get('company'), exception=False)
|
||||
budgets = Budget.search([
|
||||
('fiscalyear', '=', fiscalyear_id),
|
||||
], limit=1)
|
||||
if budgets:
|
||||
budget, = budgets
|
||||
return budget.id
|
||||
|
||||
@fields.depends('budget')
|
||||
def on_change_with_fiscalyear(self, name=None):
|
||||
if self.budget:
|
||||
return self.budget.fiscalyear.id
|
||||
|
||||
|
||||
class Budget(BudgetMixin, ModelSQL, ModelView):
|
||||
"Account Budget"
|
||||
__name__ = 'account.budget'
|
||||
|
||||
fiscalyear = fields.Many2One(
|
||||
'account.fiscalyear', "Fiscal Year", required=True,
|
||||
domain=[('company', '=', Eval('company', -1))],
|
||||
depends=['company'],
|
||||
help="The fiscal year the budget applies to.")
|
||||
lines = fields.One2Many(
|
||||
'account.budget.line', 'budget', "Lines",
|
||||
states={
|
||||
'readonly': Eval('id', -1) < 0,
|
||||
},
|
||||
order=[('left', 'ASC'), ('id', 'ASC')])
|
||||
root_lines = fields.One2Many(
|
||||
'account.budget.line', 'budget', "Lines",
|
||||
states={
|
||||
'readonly': Eval('id', -1) < 0,
|
||||
},
|
||||
filter=[
|
||||
('parent', '=', None),
|
||||
])
|
||||
|
||||
@classmethod
|
||||
def __setup__(cls):
|
||||
super().__setup__()
|
||||
cls._order.insert(0, ('fiscalyear', 'DESC'))
|
||||
cls._buttons.update({
|
||||
'update_lines': {},
|
||||
'copy_button': {},
|
||||
})
|
||||
|
||||
@classmethod
|
||||
def default_fiscalyear(cls):
|
||||
pool = Pool()
|
||||
FiscalYear = pool.get('account.fiscalyear')
|
||||
context = Transaction().context
|
||||
return FiscalYear.find(context.get('company'), exception=False)
|
||||
|
||||
def get_rec_name(self, name):
|
||||
return '%s - %s' % (self.name, self.fiscalyear.rec_name)
|
||||
|
||||
@classmethod
|
||||
def search_rec_name(cls, name, clause):
|
||||
if clause[1].startswith('!') or clause[1].startswith('not '):
|
||||
bool_op = 'AND'
|
||||
else:
|
||||
bool_op = 'OR'
|
||||
return [bool_op,
|
||||
('name',) + tuple(clause[1:]),
|
||||
('fiscalyear.rec_name',) + tuple(clause[1:]),
|
||||
]
|
||||
|
||||
def _account_type_domain(self):
|
||||
return [
|
||||
('company', '=', self.company.id),
|
||||
('statement', '=', 'income'),
|
||||
]
|
||||
|
||||
def _account_domain(self):
|
||||
return [
|
||||
('company', '=', self.company.id),
|
||||
('type', 'where', self._account_type_domain()),
|
||||
('closed', '!=', True),
|
||||
]
|
||||
|
||||
@classmethod
|
||||
@ModelView.button
|
||||
def update_lines(cls, budgets):
|
||||
pool = Pool()
|
||||
Account = pool.get('account.account')
|
||||
AccountType = pool.get('account.account.type')
|
||||
Line = pool.get('account.budget.line')
|
||||
company_account_types = {}
|
||||
company_accounts = {}
|
||||
for budget in budgets:
|
||||
company = budget.company
|
||||
if company not in company_account_types:
|
||||
company_account_types[company] = set(
|
||||
AccountType.search(budget._account_type_domain()))
|
||||
type_lines = Line.search([
|
||||
('budget', '=', budget.id),
|
||||
('account_type', '!=', None),
|
||||
])
|
||||
types2lines = {l.account_type: l for l in type_lines}
|
||||
lines = []
|
||||
for account_type in (
|
||||
company_account_types[company] - set(types2lines.keys())):
|
||||
line = Line(
|
||||
budget=budget,
|
||||
account_type=account_type,
|
||||
sequence=account_type.sequence)
|
||||
types2lines[account_type] = line
|
||||
lines.append(line)
|
||||
Line.save(lines)
|
||||
|
||||
if company not in company_accounts:
|
||||
company_accounts[company] = set(
|
||||
Account.search(budget._account_domain()))
|
||||
account_lines = Line.search([
|
||||
('budget', '=', budget.id),
|
||||
('account', '!=', None),
|
||||
])
|
||||
accounts = {l.account for l in account_lines}
|
||||
lines = []
|
||||
for account in sorted(
|
||||
company_accounts[company] - accounts,
|
||||
key=lambda a: a.code or ''):
|
||||
lines.append(Line(
|
||||
budget=budget,
|
||||
account=account,
|
||||
parent=types2lines.get(account.type)))
|
||||
Line.save(lines)
|
||||
for account_type, line in types2lines.items():
|
||||
parent = types2lines.get(account_type.parent)
|
||||
if line.parent != parent:
|
||||
line.parent = parent
|
||||
Line.save(types2lines.values())
|
||||
|
||||
@classmethod
|
||||
@ModelView.button_action('account_budget.wizard_budget_copy')
|
||||
def copy_button(cls, budgets):
|
||||
pass
|
||||
|
||||
|
||||
class BudgetLine(BudgetLineMixin, ModelSQL, ModelView):
|
||||
"Account Budget Line"
|
||||
__name__ = 'account.budget.line'
|
||||
|
||||
budget = fields.Many2One(
|
||||
'account.budget', "Budget",
|
||||
required=True, select=True, ondelete='CASCADE')
|
||||
account_type = fields.Many2One(
|
||||
'account.account.type', "Account Type",
|
||||
domain=[
|
||||
('company', '=', Eval('company', -1)),
|
||||
('statement', '=', 'income'),
|
||||
],
|
||||
states={
|
||||
'required': ~Eval('name') & ~Eval('account'),
|
||||
'invisible': Eval('name') | Eval('account'),
|
||||
'readonly': Bool(Eval('lines', [-1])),
|
||||
},
|
||||
depends=['company', 'name', 'account'],
|
||||
help="The account type the budget applies to.")
|
||||
account = fields.Many2One(
|
||||
'account.account', "Account",
|
||||
domain=[
|
||||
('company', '=', Eval('company', -1)),
|
||||
('type.statement', '=', 'income'),
|
||||
('closed', '!=', True),
|
||||
If(Eval('parent_account_type'),
|
||||
('type', '=', Eval('parent_account_type', -1)),
|
||||
()),
|
||||
],
|
||||
states={
|
||||
'required': ~Eval('name') & ~Eval('account_type'),
|
||||
'invisible': Eval('name') | Eval('account_type'),
|
||||
},
|
||||
depends=['company', 'name', 'account_type', 'parent_account_type'],
|
||||
help="The account the budget applies to.")
|
||||
periods = fields.One2Many(
|
||||
'account.budget.line.period', 'budget_line', "Periods",
|
||||
order=[('period', 'ASC')],
|
||||
help="The periods that contain details of the budget.")
|
||||
|
||||
parent_account_type = fields.Function(
|
||||
fields.Many2One('account.account.type', "Parent Account Type"),
|
||||
'on_change_with_parent_account_type')
|
||||
|
||||
@classmethod
|
||||
def __setup__(cls):
|
||||
super().__setup__()
|
||||
cls.name.states['required'] &= ~Eval('account_type')
|
||||
cls.name.states['invisible'] |= Eval('account_type')
|
||||
cls.name.depends.append('account_type')
|
||||
t = cls.__table__()
|
||||
cls._sql_constraints.append(
|
||||
('budget_account_unique', Unique(t, t.budget, t.account),
|
||||
'account_budget.msg_budget_line_budget_account_unique'))
|
||||
cls._buttons.update({
|
||||
'create_periods': {
|
||||
'invisible': Bool(Eval('periods', [1])),
|
||||
},
|
||||
})
|
||||
cls.__rpc__.update({
|
||||
'create_period': RPC(readonly=False, instantiate=0),
|
||||
})
|
||||
|
||||
@fields.depends('parent', '_parent_parent.account_type')
|
||||
def on_change_with_parent_account_type(self, name=None):
|
||||
if self.parent and self.parent.account_type:
|
||||
return self.parent.account_type.id
|
||||
|
||||
@fields.depends('account_type')
|
||||
def on_change_with_current_name(self, name=None):
|
||||
name = super().on_change_with_current_name(name)
|
||||
if self.account_type:
|
||||
name = self.account_type.name
|
||||
return name
|
||||
|
||||
@classmethod
|
||||
def search_current_name(cls, name, clause):
|
||||
return super().search_rec_name(name, clause) + [
|
||||
('account_type.name',) + tuple(clause[1:]),
|
||||
]
|
||||
|
||||
@classmethod
|
||||
def get_total_amount(cls, lines, name):
|
||||
amounts = super().get_total_amount(lines, name)
|
||||
periods = Transaction().context.get('periods')
|
||||
if periods:
|
||||
for line in lines:
|
||||
ratio = sum(
|
||||
p.ratio for p in line.periods if p.period.id in periods)
|
||||
amounts[line.id] = line.currency.round(
|
||||
amounts[line.id] * ratio)
|
||||
return amounts
|
||||
|
||||
@classmethod
|
||||
def _get_amount_group_key(cls, record):
|
||||
return (('fiscalyear', record.budget.fiscalyear.id),)
|
||||
|
||||
@classmethod
|
||||
def _get_amount_query(cls, records, context):
|
||||
pool = Pool()
|
||||
Line = pool.get('account.move.line')
|
||||
|
||||
table = cls.__table__()
|
||||
children = cls.__table__()
|
||||
line = Line.__table__()
|
||||
|
||||
amount = Sum(Coalesce(line.debit, 0) - Coalesce(line.credit, 0))
|
||||
red_sql = reduce_ids(table.id, [r.id for r in records])
|
||||
periods = Transaction().context.get('periods')
|
||||
if not periods:
|
||||
periods = None
|
||||
with Transaction().set_context(context, periods=periods):
|
||||
query_where, _ = Line.query_get(line)
|
||||
return (table
|
||||
.join(
|
||||
children,
|
||||
condition=(children.left >= table.left)
|
||||
& (children.right <= table.right))
|
||||
.join(
|
||||
line,
|
||||
condition=line.account == children.account)
|
||||
.select(
|
||||
table.id, amount,
|
||||
where=red_sql & query_where,
|
||||
group_by=table.id))
|
||||
|
||||
@classmethod
|
||||
def copy(cls, lines, default=None):
|
||||
if default is None:
|
||||
default = {}
|
||||
else:
|
||||
default = default.copy()
|
||||
default.setdefault('periods')
|
||||
return super().copy(lines, default=default)
|
||||
|
||||
@classmethod
|
||||
@ModelView.button_action(
|
||||
'account_budget.wizard_create_periods')
|
||||
def create_periods(cls, lines):
|
||||
pass
|
||||
|
||||
def create_period(self, method_name, account_periods):
|
||||
pool = Pool()
|
||||
Period = pool.get('account.budget.line.period')
|
||||
method = getattr(self, 'distribute_%s' % method_name)
|
||||
periods = []
|
||||
if not self.periods:
|
||||
for account_period in account_periods:
|
||||
period = Period()
|
||||
period.budget_line = self
|
||||
period.period = account_period
|
||||
period.ratio = method(period, account_periods).quantize(
|
||||
Decimal('0.0001'), ROUND_DOWN)
|
||||
periods.append(period)
|
||||
for child in self.children:
|
||||
periods.extend(child.create_period(method_name, account_periods))
|
||||
return periods
|
||||
|
||||
def distribute_evenly(self, period, periods):
|
||||
return 1 / Decimal(len(periods))
|
||||
|
||||
|
||||
class BudgetLinePeriod(AmountMixin, ModelSQL, ModelView):
|
||||
"Account Budget Line Period"
|
||||
__name__ = 'account.budget.line.period'
|
||||
|
||||
budget_line = fields.Many2One(
|
||||
'account.budget.line', "Budget Line", required=True, select=True,
|
||||
ondelete="CASCADE",
|
||||
help="The line that the budget period is part of.")
|
||||
fiscalyear = fields.Function(
|
||||
fields.Many2One('account.fiscalyear', "Fiscal Year"),
|
||||
'on_change_with_fiscalyear')
|
||||
period = fields.Many2One(
|
||||
'account.period', "Period", required=True,
|
||||
domain=[('fiscalyear', '=', Eval('fiscalyear', -1))],
|
||||
depends=['fiscalyear'])
|
||||
currency = fields.Function(
|
||||
fields.Many2One('currency.currency', "Currency"),
|
||||
'on_change_with_currency')
|
||||
|
||||
ratio = fields.Numeric(
|
||||
"Ratio", digits=(1, 4),
|
||||
help="The percentage allocated to the budget.")
|
||||
total_amount = fields.Function(
|
||||
Monetary(
|
||||
"Total Amount", currency='currency', digits='currency',
|
||||
help="The total amount allocated to the budget and its children."),
|
||||
'get_total_amount')
|
||||
|
||||
@classmethod
|
||||
def __setup__(cls):
|
||||
super().__setup__()
|
||||
t = cls.__table__()
|
||||
cls._sql_constraints.append(
|
||||
('budget_line_period_unique', Unique(t, t.budget_line, t.period),
|
||||
'account_budget'
|
||||
'.msg_budget_line_period_budget_line_period_unique'))
|
||||
cls.__access__.add('budget_line')
|
||||
cls._order.insert(0, ('period', 'DESC'))
|
||||
|
||||
@fields.depends('budget_line', '_parent_budget_line.company')
|
||||
def on_change_with_currency(self, name=None):
|
||||
if self.budget_line and self.budget_line.company:
|
||||
return self.budget_line.company.currency.id
|
||||
|
||||
@fields.depends(
|
||||
'budget_line',
|
||||
'_parent_budget_line.budget',
|
||||
'_parent_budget_line._parent_budget.fiscalyear')
|
||||
def on_change_with_fiscalyear(self, name=None):
|
||||
if (self.budget_line
|
||||
and self.budget_line.budget
|
||||
and self.budget_line.budget.fiscalyear):
|
||||
return self.budget_line.budget.fiscalyear.id
|
||||
|
||||
@classmethod
|
||||
def get_total_amount(cls, periods, name):
|
||||
amounts = {}
|
||||
with Transaction().set_context(periods=None):
|
||||
periods = cls.browse(periods)
|
||||
for period in periods:
|
||||
if period.budget_line.total_amount is not None:
|
||||
amount = period.currency.round(
|
||||
period.budget_line.total_amount * period.ratio)
|
||||
else:
|
||||
amount = None
|
||||
amounts[period.id] = amount
|
||||
return amounts
|
||||
|
||||
@classmethod
|
||||
def _get_amount_group_key(cls, record):
|
||||
return (('fiscalyear', record.budget_line.budget.fiscalyear.id),)
|
||||
|
||||
@classmethod
|
||||
def _get_amount_query(cls, records, context):
|
||||
pool = Pool()
|
||||
BudgetLine = pool.get('account.budget.line')
|
||||
Move = pool.get('account.move')
|
||||
MoveLine = pool.get('account.move.line')
|
||||
|
||||
table = cls.__table__()
|
||||
budget_line = BudgetLine.__table__()
|
||||
children = BudgetLine.__table__()
|
||||
move = Move.__table__()
|
||||
line = MoveLine.__table__()
|
||||
|
||||
amount = Sum(Coalesce(line.debit, 0) - Coalesce(line.credit, 0))
|
||||
red_sql = reduce_ids(table.id, [r.id for r in records])
|
||||
periods = Transaction().context.get('periods')
|
||||
if not periods:
|
||||
periods = None
|
||||
with Transaction().set_context(context, periods=periods):
|
||||
query_where, _ = MoveLine.query_get(line)
|
||||
return (table
|
||||
.join(budget_line, condition=budget_line.id == table.budget_line)
|
||||
.join(
|
||||
children,
|
||||
condition=(children.left >= budget_line.left)
|
||||
& (children.right <= budget_line.right))
|
||||
.join(
|
||||
line,
|
||||
condition=line.account == children.account)
|
||||
.join(move,
|
||||
condition=(line.move == move.id)
|
||||
& (move.period == table.period))
|
||||
.select(
|
||||
table.id, amount,
|
||||
where=red_sql & query_where,
|
||||
group_by=table.id))
|
||||
|
||||
@classmethod
|
||||
def validate(cls, periods):
|
||||
pool = Pool()
|
||||
Line = pool.get('account.budget.line')
|
||||
transaction = Transaction()
|
||||
cursor = transaction.connection.cursor()
|
||||
table = cls.__table__()
|
||||
super().validate(periods)
|
||||
for sub_ids in grouped_slice({p.budget_line.id for p in periods}):
|
||||
cursor.execute(*table.select(
|
||||
table.budget_line,
|
||||
where=reduce_ids(table.budget_line, sub_ids),
|
||||
group_by=table.budget_line,
|
||||
having=Sum(table.ratio) > 1,
|
||||
limit=1))
|
||||
try:
|
||||
line_id, = cursor.fetchone()
|
||||
except TypeError:
|
||||
continue
|
||||
line = Line(line_id)
|
||||
raise BudgetValidationError(
|
||||
gettext('account_budget.msg_budget_line_period_ratio',
|
||||
budget_line=line.rec_name))
|
||||
|
||||
|
||||
class CopyBudgetMixin:
|
||||
|
||||
def default_start(self, field_names):
|
||||
return {
|
||||
'name': self.record.name,
|
||||
'company': self.record.company.id,
|
||||
}
|
||||
|
||||
def _copy_default(self):
|
||||
default = {'name': self.start.name}
|
||||
factor = self.start.factor
|
||||
if factor != 1:
|
||||
currency = self.start.company.currency
|
||||
default['root_lines.amount'] = (
|
||||
lambda data: currency.round(data['amount'] * factor)
|
||||
if data['amount'] else data['amount'])
|
||||
return default
|
||||
|
||||
def do_copy(self, action):
|
||||
record, = self.model.copy([self.record], default=self._copy_default())
|
||||
data = {'res_id': [record.id]}
|
||||
action['views'].reverse()
|
||||
return action, data
|
||||
|
||||
|
||||
class CopyBudgetStartMixin:
|
||||
|
||||
name = fields.Char("Name", required=True)
|
||||
factor = fields.Numeric(
|
||||
"Factor",
|
||||
help="The percentage to apply to the budget line amounts.")
|
||||
company = fields.Many2One('company.company', "Company", readonly=True)
|
||||
|
||||
@classmethod
|
||||
def default_factor(cls):
|
||||
return Decimal(1)
|
||||
|
||||
|
||||
class CopyBudget(CopyBudgetMixin, Wizard):
|
||||
"Copy Budget"
|
||||
__name__ = 'account.budget.copy'
|
||||
|
||||
start = StateView('account.budget.copy.start',
|
||||
'account_budget.budget_copy_start_view_form', [
|
||||
Button("Cancel", 'end', 'tryton-cancel'),
|
||||
Button("Copy", 'copy', 'tryton-ok', default=True),
|
||||
])
|
||||
copy = StateAction('account_budget.act_budget_form')
|
||||
|
||||
def default_start(self, field_names):
|
||||
values = super().default_start(field_names)
|
||||
values['fiscalyear'] = self.record.fiscalyear.id
|
||||
return values
|
||||
|
||||
def _copy_default(self):
|
||||
default = super()._copy_default()
|
||||
default['fiscalyear'] = self.start.fiscalyear.id
|
||||
return default
|
||||
|
||||
|
||||
class CopyBudgetStart(CopyBudgetStartMixin, ModelView):
|
||||
"Copy Budget"
|
||||
__name__ = 'account.budget.copy.start'
|
||||
|
||||
fiscalyear = fields.Many2One(
|
||||
'account.fiscalyear', "Fiscal Year", required=True,
|
||||
domain=[
|
||||
('company', '=', Eval('company', -1)),
|
||||
],
|
||||
depends=['company'],
|
||||
help="The fiscal year during which the new budget will apply.")
|
||||
|
||||
|
||||
class CreatePeriods(Wizard):
|
||||
"Create Periods"
|
||||
__name__ = 'account.budget.line.create_periods'
|
||||
|
||||
start = StateView('account.budget.line.create_periods.start',
|
||||
'account_budget.budget_create_periods_start_view_form', [
|
||||
Button("Cancel", 'end', 'tryton-cancel'),
|
||||
Button("Create", 'create_periods', 'tryton-ok', default=True),
|
||||
])
|
||||
create_periods = StateTransition()
|
||||
|
||||
def transition_create_periods(self):
|
||||
pool = Pool()
|
||||
AccountPeriod = pool.get('account.period')
|
||||
Period = pool.get('account.budget.line.period')
|
||||
account_periods = AccountPeriod.search([
|
||||
('fiscalyear', '=', self.record.budget.fiscalyear.id),
|
||||
])
|
||||
periods = self.record.create_period(self.start.method, account_periods)
|
||||
Period.save(periods)
|
||||
return 'end'
|
||||
|
||||
|
||||
class CreatePeriodsStart(ModelView):
|
||||
"Create Periods"
|
||||
__name__ = 'account.budget.line.create_periods.start'
|
||||
|
||||
method = fields.Selection([
|
||||
('evenly', "Evenly"),
|
||||
], "Method", required=True)
|
||||
|
||||
@classmethod
|
||||
def default_method(cls):
|
||||
return 'evenly'
|
||||
+233
@@ -0,0 +1,233 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tryton>
|
||||
<data>
|
||||
<record model="res.group" id="group_budget">
|
||||
<field name="name">Account Budget</field>
|
||||
</record>
|
||||
<record model="res.user-res.group" id="user_admin_group_budget">
|
||||
<field name="user" ref="res.user_admin"/>
|
||||
<field name="group" ref="group_budget"/>
|
||||
</record>
|
||||
<menuitem
|
||||
name="Budgets"
|
||||
parent="account.menu_account"
|
||||
sequence="30"
|
||||
id="menu_budget"/>
|
||||
<record model="ir.ui.menu-res.group" id="menu_budget_group_budget">
|
||||
<field name="menu" ref="menu_budget"/>
|
||||
<field name="group" ref="group_budget"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_context_view_form">
|
||||
<field name="model">account.budget.context</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_context_form</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_view_form">
|
||||
<field name="model">account.budget</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_form</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_view_list">
|
||||
<field name="model">account.budget</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="name">budget_list</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.action.act_window" id="act_budget_form">
|
||||
<field name="name">Budgets</field>
|
||||
<field name="res_model">account.budget</field>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_form_view1">
|
||||
<field name="sequence" eval="10"/>
|
||||
<field name="view" ref="budget_view_list"/>
|
||||
<field name="act_window" ref="act_budget_form"/>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_form_view2">
|
||||
<field name="sequence" eval="20"/>
|
||||
<field name="view" ref="budget_view_form"/>
|
||||
<field name="act_window" ref="act_budget_form"/>
|
||||
</record>
|
||||
<menuitem
|
||||
parent="menu_budget"
|
||||
action="act_budget_form"
|
||||
sequence="10"
|
||||
id="menu_budget_form"/>
|
||||
|
||||
<record model="ir.model.button" id="budget_update_lines_button">
|
||||
<field name="name">update_lines</field>
|
||||
<field name="string">Update Lines</field>
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.model.button" id="budget_copy_button">
|
||||
<field name="name">copy_button</field>
|
||||
<field name="string">Copy</field>
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.model.access" id="access_budget">
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
<field name="perm_read" eval="False"/>
|
||||
<field name="perm_write" eval="False"/>
|
||||
<field name="perm_create" eval="False"/>
|
||||
<field name="perm_delete" eval="False"/>
|
||||
</record>
|
||||
<record model="ir.model.access" id="access_budget_account">
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
<field name="group" ref="account.group_account"/>
|
||||
<field name="perm_read" eval="True"/>
|
||||
<field name="perm_write" eval="False"/>
|
||||
<field name="perm_create" eval="False"/>
|
||||
<field name="perm_delete" eval="False"/>
|
||||
</record>
|
||||
<record model="ir.model.access" id="access_budget_budget">
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
<field name="group" ref="group_budget"/>
|
||||
<field name="perm_read" eval="True"/>
|
||||
<field name="perm_write" eval="True"/>
|
||||
<field name="perm_create" eval="True"/>
|
||||
<field name="perm_delete" eval="True"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.rule.group" id="rule_group_budget_companies">
|
||||
<field name="name">User in companies</field>
|
||||
<field name="model" search="[('model', '=', 'account.budget')]"/>
|
||||
<field name="global_p" eval="True"/>
|
||||
</record>
|
||||
<record model="ir.rule" id="rule_budget_companies">
|
||||
<field name="domain" eval="[('company', 'in', Eval('companies', []))]" pyson="1"/>
|
||||
<field name="rule_group" ref="rule_group_budget_companies"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_view_form">
|
||||
<field name="model">account.budget.line</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_line_form</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_view_list">
|
||||
<field name="model">account.budget.line</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="name">budget_line_list</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_view_tree">
|
||||
<field name="model">account.budget.line</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="priority" eval="20"/>
|
||||
<field name="field_childs">children</field>
|
||||
<field name="name">budget_line_tree</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_view_form_amount">
|
||||
<field name="model">account.budget.line</field>
|
||||
<field name="type">form</field>
|
||||
<field name="priority" eval="20"/>
|
||||
<field name="name">budget_line_form_amount</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_view_tree_amount">
|
||||
<field name="model">account.budget.line</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="priority" eval="20"/>
|
||||
<field name="field_childs">children</field>
|
||||
<field name="name">budget_line_tree_amount</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.action.act_window" id="act_budget_line_form">
|
||||
<field name="name">Budget Lines</field>
|
||||
<field name="res_model">account.budget.line</field>
|
||||
<field name="domain" eval="[('budget', '=', Eval('active_id')), ('parent', '=', None)]" pyson="1"/>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_line_form_view1">
|
||||
<field name="view" ref="budget_line_view_tree"/>
|
||||
<field name="sequence" eval="10"/>
|
||||
<field name="act_window" ref="act_budget_line_form"/>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_line_form_view2">
|
||||
<field name="view" ref="budget_line_view_form"/>
|
||||
<field name="sequence" eval="20"/>
|
||||
<field name="act_window" ref="act_budget_line_form"/>
|
||||
</record>
|
||||
<record model="ir.action.keyword" id="act_open_budget_line_keyword1">
|
||||
<field name="keyword">form_relate</field>
|
||||
<field name="model">account.budget,-1</field>
|
||||
<field name="action" ref="act_budget_line_form"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.action.act_window" id="act_budget_report">
|
||||
<field name="name">Budgets</field>
|
||||
<field name="res_model">account.budget.line</field>
|
||||
<field name="context_model">account.budget.context</field>
|
||||
<field name="context_domain" eval="[('budget', '=', Eval('budget', -1))]" pyson="1"/>
|
||||
<field name="domain" eval="[('parent', '=', None)]" pyson="1"/>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_report_view1">
|
||||
<field name="view" ref="budget_line_view_tree_amount"/>
|
||||
<field name="sequence" eval="10"/>
|
||||
<field name="act_window" ref="act_budget_report"/>
|
||||
</record>
|
||||
<record model="ir.action.act_window.view" id="act_budget_report_view2">
|
||||
<field name="view" ref="budget_line_view_form_amount"/>
|
||||
<field name="sequence" eval="20"/>
|
||||
<field name="act_window" ref="act_budget_report"/>
|
||||
</record>
|
||||
<menuitem
|
||||
parent="account.menu_reporting"
|
||||
action="act_budget_report"
|
||||
sequence="30"
|
||||
id="menu_budget_report"/>
|
||||
|
||||
<record model="ir.model.button" id="budget_line_create_periods_button">
|
||||
<field name="name">create_periods</field>
|
||||
<field name="string">Create Periods</field>
|
||||
<field name="model" search="[('model', '=', 'account.budget.line')]"/>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_period_view_form">
|
||||
<field name="model">account.budget.line.period</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_line_period_form</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_period_view_list">
|
||||
<field name="model">account.budget.line.period</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="name">budget_line_period_list</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_line_period_view_list_amount">
|
||||
<field name="model">account.budget.line.period</field>
|
||||
<field name="type">tree</field>
|
||||
<field name="priority" eval="20"/>
|
||||
<field name="name">budget_line_period_list_amount</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.action.wizard" id="wizard_budget_copy">
|
||||
<field name="wiz_name">account.budget.copy</field>
|
||||
<field name="name">Copy Budget</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_copy_start_view_form">
|
||||
<field name="model">account.budget.copy.start</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_copy_start_form</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.action.wizard" id="wizard_budget_line_create_periods">
|
||||
<field name="wiz_name">account.budget.line.create_periods</field>
|
||||
<field name="name">Create Periods</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="budget_create_periods_start_view_form">
|
||||
<field name="model">account.budget.line.create_periods.start</field>
|
||||
<field name="type">form</field>
|
||||
<field name="name">budget_line_create_periods_start_form</field>
|
||||
</record>
|
||||
</data>
|
||||
</tryton>
|
||||
+61
@@ -0,0 +1,61 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
|
||||
modules_url = 'https://docs.tryton.org/projects/modules-{module}/en/{series}/'
|
||||
trytond_url = 'https://docs.tryton.org/projects/server/en/{series}/'
|
||||
|
||||
|
||||
def get_info():
|
||||
import configparser
|
||||
import os
|
||||
import subprocess
|
||||
import sys
|
||||
|
||||
module_dir = os.path.dirname(os.path.dirname(__file__))
|
||||
|
||||
config = configparser.ConfigParser()
|
||||
config.read_file(open(os.path.join(module_dir, 'tryton.cfg')))
|
||||
info = dict(config.items('tryton'))
|
||||
|
||||
result = subprocess.run(
|
||||
[sys.executable, 'setup.py', '--name'],
|
||||
stdout=subprocess.PIPE, check=True, cwd=module_dir)
|
||||
info['name'] = result.stdout.decode('utf-8').strip()
|
||||
|
||||
result = subprocess.run(
|
||||
[sys.executable, 'setup.py', '--version'],
|
||||
stdout=subprocess.PIPE, check=True, cwd=module_dir)
|
||||
version = result.stdout.decode('utf-8').strip()
|
||||
if 'dev' in version:
|
||||
info['series'] = 'latest'
|
||||
else:
|
||||
info['series'] = '.'.join(version.split('.', 2)[:2])
|
||||
|
||||
for key in {'depends', 'extras_depend'}:
|
||||
info[key] = info.get(key, '').strip().splitlines()
|
||||
info['modules'] = set(info['depends'] + info['extras_depend'])
|
||||
info['modules'] -= {'ir', 'res'}
|
||||
|
||||
return info
|
||||
|
||||
|
||||
info = get_info()
|
||||
|
||||
master_doc = 'index'
|
||||
project = info['name']
|
||||
release = version = info['series']
|
||||
default_role = 'ref'
|
||||
highlight_language = 'none'
|
||||
extensions = [
|
||||
'sphinx.ext.intersphinx',
|
||||
]
|
||||
intersphinx_mapping = {
|
||||
'trytond': (trytond_url.format(series=version), None),
|
||||
}
|
||||
intersphinx_mapping.update({
|
||||
m: (modules_url.format(
|
||||
module=m.replace('_', '-'), series=version), None)
|
||||
for m in info['modules']
|
||||
})
|
||||
|
||||
del get_info, info, modules_url, trytond_url
|
||||
@@ -0,0 +1,56 @@
|
||||
******
|
||||
Design
|
||||
******
|
||||
|
||||
.. _model-account.budget:
|
||||
|
||||
Budget
|
||||
======
|
||||
|
||||
A *Budget*, in Tryton, is used to define a financial plan for a `Company
|
||||
<company:model-company.company>` over a defined period of time.
|
||||
|
||||
A budget is made up from budget lines which define the budgeted amount for an
|
||||
`Account <account:model-account.account>`.
|
||||
These lines can be grouped together under another line to form a tree structure
|
||||
that sums up the amounts.
|
||||
|
||||
The actual amount of the budget lines is calculated from the debits and credits
|
||||
that are made to the budget's account.
|
||||
|
||||
To allow the budget to be monitored in stages a budget can be distributed over
|
||||
the fiscal year's `Periods <account:model-account.period>`.
|
||||
|
||||
.. seealso::
|
||||
|
||||
Budgets can be managed from the main menu item:
|
||||
|
||||
|Financial --> Budgets --> Budgets|__
|
||||
|
||||
.. |Financial --> Budgets --> Budgets| replace:: :menuselection:`Financial --> Budgets --> Budgets`
|
||||
__ https://demo.tryton.org/model/account.budget
|
||||
|
||||
The actual amounts for the budgets can be found from the main menu item:
|
||||
|
||||
:menuselection:`Financial --> Reporting --> Budgets`
|
||||
|
||||
Wizards
|
||||
-------
|
||||
|
||||
.. _wizard-account.budget.copy:
|
||||
|
||||
Copy Budget
|
||||
^^^^^^^^^^^
|
||||
|
||||
The *Copy Budget* wizard is used to copy an entire budget.
|
||||
It allows the `Fiscal Year <account:model-account.fiscalyear>` and the amounts
|
||||
to be changed in the copied budget.
|
||||
|
||||
.. _wizard-account.budget.line.create_periods:
|
||||
|
||||
Create Periods
|
||||
^^^^^^^^^^^^^^
|
||||
|
||||
The *Create Periods* wizard makes it easy for the user to split the budget up
|
||||
across `Periods <account:model-account.period>`. It divides the budget up by
|
||||
using the selected method.
|
||||
@@ -0,0 +1,15 @@
|
||||
#####################
|
||||
Account Budget Module
|
||||
#####################
|
||||
|
||||
The *Account Budget Module* provides the ability to set budgets for accounts
|
||||
over a defined period of time.
|
||||
These budgets can then be used to track the total amount from relevant
|
||||
transactions against the budgeted amount.
|
||||
|
||||
.. toctree::
|
||||
:maxdepth: 2
|
||||
|
||||
usage
|
||||
design
|
||||
reference
|
||||
@@ -0,0 +1,30 @@
|
||||
*************
|
||||
API Reference
|
||||
*************
|
||||
|
||||
Budgets
|
||||
=======
|
||||
|
||||
.. class:: BudgetMixin
|
||||
|
||||
This mixin_ makes it easy to create a :class:`~trytond:trytond.model.Model`
|
||||
that defines a budget.
|
||||
|
||||
.. class:: BudgetLineMixin
|
||||
|
||||
Th *BudgetLineMixin* provides the basic parts needed to structure the budget
|
||||
lines and define both the budgeted and actual amounts.
|
||||
|
||||
Copy Budgets
|
||||
============
|
||||
|
||||
.. class:: CopyBudgetMixin
|
||||
|
||||
The *CopyBudgetMixin* is a mixin_ that helps copy a :class:`~BudgetMixin`.
|
||||
|
||||
.. class:: CopyBudgetStartMixin
|
||||
|
||||
The *CopyBudgetStartMixin* is designed to be used with the
|
||||
:class:`~CopyBudgetMixin` to help copy a :class:`~BudgetMixin`.
|
||||
|
||||
.. _mixin: https://en.wikipedia.org/wiki/Mixin
|
||||
@@ -0,0 +1,45 @@
|
||||
*****
|
||||
Usage
|
||||
*****
|
||||
|
||||
.. Setting budgets:
|
||||
|
||||
Setting budgets
|
||||
===============
|
||||
|
||||
New `Budgets <model-account.budget>` can easily be created, and existing
|
||||
budgets updated, by changing the budgets that are found in the
|
||||
[:menuselection:`Financial --> Budgets --> Budgets`] main menu entry.
|
||||
|
||||
.. tip::
|
||||
|
||||
To quickly add missing lines to a budget, you can use the :guilabel:`Update
|
||||
Lines` button. This creates a budget line for each missing income account.
|
||||
|
||||
.. tip::
|
||||
|
||||
To quickly create and distribute a budget across financial
|
||||
`Periods <account:model-account.period>` you can use the
|
||||
`Create Periods <wizard-account.budget.line.create_periods>`
|
||||
wizard by using the budget's :guilabel:`Create Periods` button.
|
||||
|
||||
.. tip::
|
||||
|
||||
A budget can be copied to a new `Fiscal Year
|
||||
<account:model-account.fiscalyear>` using the `Copy Budget
|
||||
<wizard-account.budget.copy>` wizard from the budget's :guilabel:`Copy`
|
||||
button.
|
||||
|
||||
.. Tracking budgets
|
||||
|
||||
Tracking budgets
|
||||
================
|
||||
|
||||
A report of actual amounts of each `Budget <model-account.budget>` can be found
|
||||
by opening the [:menuselection:`Financial --> Reporting --> Budgets`] main menu
|
||||
item.
|
||||
|
||||
.. tip::
|
||||
|
||||
From this view you can see the breakdown of a budget into its periods by
|
||||
opening the budget's line.
|
||||
@@ -0,0 +1,7 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
from trytond.exceptions import UserError
|
||||
|
||||
|
||||
class BudgetValidationError(UserError):
|
||||
pass
|
||||
+16
@@ -0,0 +1,16 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tryton>
|
||||
<data grouped="1">
|
||||
<record model="ir.message" id="msg_budget_line_budget_account_unique">
|
||||
<field name="text">The account must be unique for each budget.</field>
|
||||
</record>
|
||||
<record model="ir.message" id="msg_budget_line_period_budget_line_period_unique">
|
||||
<field name="text">The period must be unique for each budget line.</field>
|
||||
</record>
|
||||
<record model="ir.message" id="msg_budget_line_period_ratio">
|
||||
<field name="text">The sum of period ratios for the budget line "%(budget_line)s" must be less or equal to 100%%.</field>
|
||||
</record>
|
||||
</data>
|
||||
</tryton>
|
||||
@@ -0,0 +1,156 @@
|
||||
#!/usr/bin/env python3
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
|
||||
import io
|
||||
import os
|
||||
import re
|
||||
from configparser import ConfigParser
|
||||
from setuptools import setup, find_packages
|
||||
|
||||
|
||||
def read(fname):
|
||||
content = io.open(
|
||||
os.path.join(os.path.dirname(__file__), fname),
|
||||
'r', encoding='utf-8').read()
|
||||
content = re.sub(
|
||||
r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
|
||||
return content
|
||||
|
||||
|
||||
def get_require_version(name):
|
||||
if minor_version % 2:
|
||||
require = '%s >= %s.%s.dev0, < %s.%s'
|
||||
else:
|
||||
require = '%s >= %s.%s, < %s.%s'
|
||||
require %= (name, major_version, minor_version,
|
||||
major_version, minor_version + 1)
|
||||
return require
|
||||
|
||||
|
||||
config = ConfigParser()
|
||||
config.read_file(open(os.path.join(os.path.dirname(__file__), 'tryton.cfg')))
|
||||
info = dict(config.items('tryton'))
|
||||
for key in ('depends', 'extras_depend', 'xml'):
|
||||
if key in info:
|
||||
info[key] = info[key].strip().splitlines()
|
||||
version = info.get('version', '0.0.1')
|
||||
major_version, minor_version, _ = version.split('.', 2)
|
||||
major_version = int(major_version)
|
||||
minor_version = int(minor_version)
|
||||
name = 'trytond_account_budget'
|
||||
|
||||
download_url = 'http://downloads.tryton.org/%s.%s/' % (
|
||||
major_version, minor_version)
|
||||
if minor_version % 2:
|
||||
version = '%s.%s.dev0' % (major_version, minor_version)
|
||||
download_url = (
|
||||
'hg+http://hg.tryton.org/modules/%s#egg=%s-%s' % (
|
||||
name[8:], name, version))
|
||||
|
||||
local_version = []
|
||||
if os.environ.get('CI_JOB_ID'):
|
||||
local_version.append(os.environ['CI_JOB_ID'])
|
||||
else:
|
||||
for build in ['CI_BUILD_NUMBER', 'CI_JOB_NUMBER']:
|
||||
if os.environ.get(build):
|
||||
local_version.append(os.environ[build])
|
||||
else:
|
||||
local_version = []
|
||||
break
|
||||
if local_version:
|
||||
version += '+' + '.'.join(local_version)
|
||||
requires = []
|
||||
for dep in info.get('depends', []):
|
||||
if not re.match(r'(ir|res)(\W|$)', dep):
|
||||
requires.append(get_require_version('trytond_%s' % dep))
|
||||
requires.append(get_require_version('trytond'))
|
||||
|
||||
tests_require = []
|
||||
dependency_links = []
|
||||
if minor_version % 2:
|
||||
dependency_links.append(
|
||||
'https://trydevpi.tryton.org/?local_version='
|
||||
+ '.'.join(local_version)
|
||||
)
|
||||
|
||||
setup(name=name,
|
||||
version=version,
|
||||
description='Tryton module that allows budgets to be setup for accounts',
|
||||
long_description=read('README.rst'),
|
||||
author='Tryton',
|
||||
author_email='bugs@tryton.org',
|
||||
url='http://www.tryton.org/',
|
||||
download_url=download_url,
|
||||
project_urls={
|
||||
"Bug Tracker": 'https://bugs.tryton.org/',
|
||||
"Documentation":
|
||||
'https://docs.tryton.org/projects/modules-account-budget',
|
||||
"Forum": 'https://www.tryton.org/forum',
|
||||
"Source Code": 'https://hg.tryton.org/modules/account_budget',
|
||||
},
|
||||
keywords='tryton account budget',
|
||||
package_dir={'trytond.modules.account_budget': '.'},
|
||||
packages=(
|
||||
['trytond.modules.account_budget']
|
||||
+ ['trytond.modules.account_budget.%s' % p
|
||||
for p in find_packages()]
|
||||
),
|
||||
package_data={
|
||||
'trytond.modules.account_budget': (info.get('xml', [])
|
||||
+ ['tryton.cfg', 'view/*.xml', 'locale/*.po', '*.fodt',
|
||||
'icons/*.svg', 'tests/*.rst']),
|
||||
},
|
||||
classifiers=[
|
||||
'Development Status :: 5 - Production/Stable',
|
||||
'Environment :: Plugins',
|
||||
'Framework :: Tryton',
|
||||
'Intended Audience :: Developers',
|
||||
'Intended Audience :: Financial and Insurance Industry',
|
||||
'Intended Audience :: Legal Industry',
|
||||
'License :: OSI Approved :: '
|
||||
'GNU General Public License v3 or later (GPLv3+)',
|
||||
'Natural Language :: Bulgarian',
|
||||
'Natural Language :: Catalan',
|
||||
'Natural Language :: Chinese (Simplified)',
|
||||
'Natural Language :: Czech',
|
||||
'Natural Language :: Dutch',
|
||||
'Natural Language :: English',
|
||||
'Natural Language :: Finnish',
|
||||
'Natural Language :: French',
|
||||
'Natural Language :: German',
|
||||
'Natural Language :: Hungarian',
|
||||
'Natural Language :: Indonesian',
|
||||
'Natural Language :: Italian',
|
||||
'Natural Language :: Persian',
|
||||
'Natural Language :: Polish',
|
||||
'Natural Language :: Portuguese (Brazilian)',
|
||||
'Natural Language :: Romanian',
|
||||
'Natural Language :: Russian',
|
||||
'Natural Language :: Slovenian',
|
||||
'Natural Language :: Spanish',
|
||||
'Natural Language :: Turkish',
|
||||
'Operating System :: OS Independent',
|
||||
'Programming Language :: Python :: 3',
|
||||
'Programming Language :: Python :: 3.6',
|
||||
'Programming Language :: Python :: 3.7',
|
||||
'Programming Language :: Python :: 3.8',
|
||||
'Programming Language :: Python :: 3.9',
|
||||
'Programming Language :: Python :: Implementation :: CPython',
|
||||
'Programming Language :: Python :: Implementation :: PyPy',
|
||||
'Topic :: Office/Business',
|
||||
'Topic :: Office/Business :: Financial :: Accounting',
|
||||
],
|
||||
license='GPL-3',
|
||||
python_requires='>=3.6',
|
||||
install_requires=requires,
|
||||
dependency_links=dependency_links,
|
||||
zip_safe=False,
|
||||
entry_points="""
|
||||
[trytond.modules]
|
||||
account_budget = trytond.modules.account_budget
|
||||
""", # noqa: E501
|
||||
test_suite='tests',
|
||||
test_loader='trytond.test_loader:Loader',
|
||||
tests_require=tests_require,
|
||||
)
|
||||
@@ -0,0 +1,9 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
|
||||
try:
|
||||
from trytond.modules.account_budget.tests.test_account_budget import suite # noqa: E501
|
||||
except ImportError:
|
||||
from .test_account_budget import suite
|
||||
|
||||
__all__ = ['suite']
|
||||
@@ -0,0 +1,207 @@
|
||||
=======================
|
||||
Account Budget Scenario
|
||||
=======================
|
||||
|
||||
Imports::
|
||||
|
||||
>>> import datetime as dt
|
||||
>>> from decimal import Decimal
|
||||
|
||||
>>> from proteus import Model, Wizard
|
||||
>>> from trytond.tests.tools import activate_modules
|
||||
>>> from trytond.modules.company.tests.tools import (
|
||||
... create_company, get_company)
|
||||
>>> from trytond.modules.account.tests.tools import (
|
||||
... create_fiscalyear, create_chart, get_accounts)
|
||||
|
||||
Activate modules::
|
||||
|
||||
>>> config = activate_modules('account_budget')
|
||||
|
||||
>>> Account = Model.get('account.account')
|
||||
>>> Budget = Model.get('account.budget')
|
||||
>>> BudgetLine = Model.get('account.budget.line')
|
||||
>>> Journal = Model.get('account.journal')
|
||||
>>> Move = Model.get('account.move')
|
||||
>>> Party = Model.get('party.party')
|
||||
|
||||
Create a company::
|
||||
|
||||
>>> _ = create_company()
|
||||
>>> company = get_company()
|
||||
|
||||
Create a fiscal year::
|
||||
|
||||
>>> fiscalyear = create_fiscalyear(company)
|
||||
>>> fiscalyear.click('create_period')
|
||||
>>> period = fiscalyear.periods[0]
|
||||
>>> next_fiscalyear = create_fiscalyear(
|
||||
... company, fiscalyear.end_date + dt.timedelta(days=1))
|
||||
>>> next_fiscalyear.click('create_period')
|
||||
|
||||
Create a chart of accounts::
|
||||
|
||||
>>> _ = create_chart(company)
|
||||
>>> accounts = get_accounts(company)
|
||||
|
||||
Create the parties::
|
||||
|
||||
>>> customer = Party(name='Customer')
|
||||
>>> customer.save()
|
||||
>>> supplier = Party(name='Supplier')
|
||||
>>> supplier.save()
|
||||
|
||||
Create a budget::
|
||||
|
||||
>>> budget = Budget()
|
||||
>>> budget.name = 'Budget'
|
||||
>>> budget.fiscalyear = fiscalyear
|
||||
>>> budget.click('update_lines')
|
||||
>>> len(budget.lines)
|
||||
5
|
||||
|
||||
>>> revenue_budget, = BudgetLine.find(
|
||||
... [('account', '=', accounts['revenue'].id)])
|
||||
>>> revenue_budget.amount = Decimal(-150)
|
||||
>>> revenue_budget.save()
|
||||
>>> expense_budget, = BudgetLine.find(
|
||||
... [('account', '=', accounts['expense'].id)])
|
||||
>>> expense_budget.amount = Decimal(50)
|
||||
>>> expense_budget.save()
|
||||
|
||||
>>> budget.click('update_lines')
|
||||
>>> len(budget.lines)
|
||||
5
|
||||
|
||||
Create moves to test the budget::
|
||||
|
||||
>>> journal_revenue, = Journal.find([
|
||||
... ('code', '=', 'REV'),
|
||||
... ])
|
||||
>>> journal_expense, = Journal.find([
|
||||
... ('code', '=', 'EXP'),
|
||||
... ])
|
||||
>>> move = Move()
|
||||
>>> move.period = period
|
||||
>>> move.journal = journal_revenue
|
||||
>>> move.date = period.start_date
|
||||
>>> line = move.lines.new()
|
||||
>>> line.account = accounts['revenue']
|
||||
>>> line.credit = Decimal(130)
|
||||
>>> line = move.lines.new()
|
||||
>>> line.account = accounts['receivable']
|
||||
>>> line.debit = Decimal(130)
|
||||
>>> line.party = customer
|
||||
>>> move.click('post')
|
||||
>>> move = Move()
|
||||
>>> move.period = period
|
||||
>>> move.journal = journal_expense
|
||||
>>> move.date = period.start_date
|
||||
>>> line = move.lines.new()
|
||||
>>> line.account = accounts['expense']
|
||||
>>> line.debit = Decimal(60)
|
||||
>>> line = move.lines.new()
|
||||
>>> line.account = accounts['receivable']
|
||||
>>> line.credit = Decimal(60)
|
||||
>>> line.party = supplier
|
||||
>>> move.click('post')
|
||||
|
||||
Check actual amount of the budget::
|
||||
|
||||
>>> pl_budget, = budget.root_lines
|
||||
>>> pl_budget.total_amount
|
||||
Decimal('-100.00')
|
||||
>>> pl_budget.actual_amount
|
||||
Decimal('-70.00')
|
||||
>>> pl_budget.percentage
|
||||
Decimal('0.7000')
|
||||
>>> revenue_budget.total_amount
|
||||
Decimal('-150.00')
|
||||
>>> revenue_budget.actual_amount
|
||||
Decimal('-130.00')
|
||||
>>> revenue_budget.percentage
|
||||
Decimal('0.8667')
|
||||
>>> expense_budget.total_amount
|
||||
Decimal('50.00')
|
||||
>>> expense_budget.actual_amount
|
||||
Decimal('60.00')
|
||||
>>> expense_budget.percentage
|
||||
Decimal('1.2000')
|
||||
|
||||
Create periods::
|
||||
|
||||
>>> create_periods = Wizard(
|
||||
... 'account.budget.line.create_periods', [pl_budget])
|
||||
>>> create_periods.execute('create_periods')
|
||||
>>> revenue_budget, expense_budget = pl_budget.children
|
||||
>>> len(pl_budget.periods)
|
||||
12
|
||||
>>> all(p.total_amount == Decimal('-8.33') for p in pl_budget.periods)
|
||||
True
|
||||
>>> len(revenue_budget.periods)
|
||||
12
|
||||
>>> all(p.total_amount == Decimal('-12.50') for p in revenue_budget.periods)
|
||||
True
|
||||
>>> len(expense_budget.periods)
|
||||
12
|
||||
>>> all(p.total_amount == Decimal('4.16') for p in expense_budget.periods)
|
||||
True
|
||||
|
||||
Check the budget's periods::
|
||||
|
||||
>>> pl_budget.periods[0].actual_amount
|
||||
Decimal('-70.00')
|
||||
>>> pl_budget.periods[0].percentage
|
||||
Decimal('8.4034')
|
||||
>>> pl_budget.periods[1].actual_amount
|
||||
Decimal('0.00')
|
||||
>>> pl_budget.periods[1].percentage
|
||||
Decimal('0.0000')
|
||||
>>> revenue_budget.periods[0].actual_amount
|
||||
Decimal('-130.00')
|
||||
>>> revenue_budget.periods[0].percentage
|
||||
Decimal('10.4000')
|
||||
>>> revenue_budget.periods[1].actual_amount
|
||||
Decimal('0.00')
|
||||
>>> revenue_budget.periods[1].percentage
|
||||
Decimal('0.0000')
|
||||
>>> expense_budget.periods[0].actual_amount
|
||||
Decimal('60.00')
|
||||
>>> expense_budget.periods[0].percentage
|
||||
Decimal('14.4231')
|
||||
>>> expense_budget.periods[1].actual_amount
|
||||
Decimal('0.00')
|
||||
>>> expense_budget.periods[1].percentage
|
||||
Decimal('0.0000')
|
||||
|
||||
Try to set invalid ratio::
|
||||
|
||||
>>> period = pl_budget.periods[0]
|
||||
>>> period.ratio = Decimal('0.1')
|
||||
>>> budget.save() # doctest: +IGNORE_EXCEPTION_DETAIL
|
||||
Traceback (most recent call last):
|
||||
...
|
||||
BudgetValidationError: ...
|
||||
>>> budget.reload()
|
||||
|
||||
Copy the budget without amounts::
|
||||
|
||||
>>> copy_budget = Wizard('account.budget.copy', [budget])
|
||||
>>> copy_budget.form.name
|
||||
'Budget'
|
||||
>>> copy_budget.form.name = 'New Budget'
|
||||
>>> copy_budget.form.fiscalyear = next_fiscalyear
|
||||
>>> copy_budget.form.factor = Decimal('1.25')
|
||||
>>> copy_budget.execute('copy')
|
||||
>>> new_budget, = copy_budget.actions[0]
|
||||
>>> new_budget.name
|
||||
'New Budget'
|
||||
>>> new_pl_budget, = new_budget.root_lines
|
||||
>>> new_pl_budget.total_amount
|
||||
Decimal('-125.00')
|
||||
>>> new_pl_budget.actual_amount
|
||||
Decimal('0.00')
|
||||
>>> new_pl_budget.percentage
|
||||
Decimal('0.0000')
|
||||
>>> len(new_pl_budget.periods)
|
||||
0
|
||||
@@ -0,0 +1,30 @@
|
||||
# This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
# this repository contains the full copyright notices and license terms.
|
||||
|
||||
import unittest
|
||||
|
||||
import doctest
|
||||
|
||||
from trytond.tests.test_tryton import ModuleTestCase
|
||||
from trytond.tests.test_tryton import suite as test_suite
|
||||
from trytond.tests.test_tryton import doctest_teardown
|
||||
from trytond.tests.test_tryton import doctest_checker
|
||||
|
||||
from trytond.modules.company.tests import CompanyTestMixin
|
||||
|
||||
|
||||
class AccountBudgetTestCase(CompanyTestMixin, ModuleTestCase):
|
||||
'Test Account Budget module'
|
||||
module = 'account_budget'
|
||||
|
||||
|
||||
def suite():
|
||||
suite = test_suite()
|
||||
suite.addTests(unittest.TestLoader().loadTestsFromTestCase(
|
||||
AccountBudgetTestCase))
|
||||
suite.addTests(doctest.DocFileSuite(
|
||||
'scenario_account_budget.rst',
|
||||
tearDown=doctest_teardown, encoding='utf-8',
|
||||
checker=doctest_checker,
|
||||
optionflags=doctest.REPORT_ONLY_FIRST_FAILURE))
|
||||
return suite
|
||||
@@ -0,0 +1,15 @@
|
||||
[tox]
|
||||
envlist = {py36,py37,py38,py39}-{sqlite,postgresql},pypy3-{sqlite,postgresql}
|
||||
|
||||
[testenv]
|
||||
commands = {envpython} setup.py test
|
||||
deps =
|
||||
{py36,py37,py38,py39}-postgresql: psycopg2 >= 2.5
|
||||
pypy3-postgresql: psycopg2cffi >= 2.5
|
||||
py36-sqlite: sqlitebck
|
||||
setenv =
|
||||
sqlite: TRYTOND_DATABASE_URI={env:SQLITE_URI:sqlite://}
|
||||
postgresql: TRYTOND_DATABASE_URI={env:POSTGRESQL_URI:postgresql://}
|
||||
sqlite: DB_NAME={env:SQLITE_NAME::memory:}
|
||||
postgresql: DB_NAME={env:POSTGRESQL_NAME:test}
|
||||
install_command = pip install --pre --find-links https://trydevpi.tryton.org/?local_version={env:CI_JOB_ID:{env:CI_BUILD_NUMBER}.{env:CI_JOB_NUMBER}} {opts} {packages}
|
||||
@@ -0,0 +1,9 @@
|
||||
[tryton]
|
||||
version=6.1.0
|
||||
depends:
|
||||
account
|
||||
company
|
||||
currency
|
||||
xml:
|
||||
account.xml
|
||||
message.xml
|
||||
@@ -0,0 +1,13 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form>
|
||||
<label name="budget"/>
|
||||
<field name="budget"/>
|
||||
<label name="posted"/>
|
||||
<field name="posted"/>
|
||||
|
||||
<group name="periods" expandable="0" colspan="4">
|
||||
<field name="periods"/>
|
||||
</group>
|
||||
</form>
|
||||
@@ -0,0 +1,16 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form col="2">
|
||||
<label name="name"/>
|
||||
<field name="name"/>
|
||||
|
||||
<label name="fiscalyear"/>
|
||||
<field name="fiscalyear"/>
|
||||
|
||||
<label name="factor"/>
|
||||
<group col="-1" id="factor">
|
||||
<field name="factor" factor="100" xexpand="0"/>
|
||||
<label name="factor" string="%" xalign="0.0" xexpand="1"/>
|
||||
</group>
|
||||
</form>
|
||||
@@ -0,0 +1,19 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form>
|
||||
<label name="name"/>
|
||||
<field name="name"/>
|
||||
<label name="company"/>
|
||||
<field name="company"/>
|
||||
|
||||
<label name="fiscalyear"/>
|
||||
<field name="fiscalyear"/>
|
||||
|
||||
<notebook>
|
||||
<page name="lines" col="1">
|
||||
<field name="lines"/>
|
||||
<button name="update_lines"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
@@ -0,0 +1,7 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form col="2">
|
||||
<label name="method"/>
|
||||
<field name="method"/>
|
||||
</form>
|
||||
@@ -0,0 +1,32 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form>
|
||||
<label name="account_type"/>
|
||||
<field name="account_type" colspan="3"/>
|
||||
<label name="account"/>
|
||||
<field name="account" colspan="3"/>
|
||||
<label name="name"/>
|
||||
<field name="name" colspan="3"/>
|
||||
|
||||
<label name="budget"/>
|
||||
<field name="budget" colspan="3"/>
|
||||
|
||||
<label name="parent"/>
|
||||
<field name="parent" colspan="3"/>
|
||||
|
||||
<label name="amount"/>
|
||||
<field name="amount"/>
|
||||
<label name="total_amount"/>
|
||||
<field name="total_amount"/>
|
||||
|
||||
<notebook>
|
||||
<page name="children" col="1">
|
||||
<field name="children"/>
|
||||
</page>
|
||||
<page name="periods" col="1">
|
||||
<field name="periods"/>
|
||||
<button name="create_periods"/>
|
||||
</page>
|
||||
</notebook>
|
||||
</form>
|
||||
@@ -0,0 +1,21 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form col="6">
|
||||
<label id="name" string="Name:"/>
|
||||
<field name="rec_name" colspan="3"/>
|
||||
<label name="budget"/>
|
||||
<field name="budget" readonly="1"/>
|
||||
|
||||
<label name="total_amount"/>
|
||||
<field name="total_amount"/>
|
||||
<label name="actual_amount"/>
|
||||
<field name="actual_amount"/>
|
||||
<label name="percentage"/>
|
||||
<group id="percentage" col="-1">
|
||||
<field name="percentage" factor="100" xexpand="0"/>
|
||||
<field name="percentage" string="%" xalign="0.0" xexpand="1"/>
|
||||
</group>
|
||||
|
||||
<field name="periods" colspan="6" view_ids="account_budget.budget_line_period_view_list_amount" mode="tree"/>
|
||||
</form>
|
||||
@@ -0,0 +1,9 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree editable="1">
|
||||
<field name="budget" expand="1"/>
|
||||
<field name="rec_name" string="Name" expand="2"/>
|
||||
<field name="amount"/>
|
||||
<field name="total_amount"/>
|
||||
</tree>
|
||||
@@ -0,0 +1,17 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<form>
|
||||
<label name="period"/>
|
||||
<field name="period"/>
|
||||
<label name="budget_line"/>
|
||||
<field name="budget_line"/>
|
||||
|
||||
<label name="ratio"/>
|
||||
<group col="-1" id="ratio">
|
||||
<field name="ratio" factor="100" xexpand="0"/>
|
||||
<label name="ratio" string="%" xalign="0.0" xexpand="1"/>
|
||||
</group>
|
||||
<label name="total_amount"/>
|
||||
<field name="total_amount"/>
|
||||
</form>
|
||||
@@ -0,0 +1,11 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree editable="1">
|
||||
<field name="budget_line" expand="2"/>
|
||||
<field name="period" expand="1"/>
|
||||
<field name="ratio" factor="100" sum="Ratio">
|
||||
<suffix name="ratio" string="%"/>
|
||||
</field>
|
||||
<field name="total_amount" sum="Total Amount"/>
|
||||
</tree>
|
||||
@@ -0,0 +1,12 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree>
|
||||
<field name="budget_line" expand="2"/>
|
||||
<field name="period" expand="1"/>
|
||||
<field name="total_amount" sum="Total Amount"/>
|
||||
<field name="actual_amount" sum="Actual Amount"/>
|
||||
<field name="percentage" factor="100">
|
||||
<suffix name="percentage" string="%"/>
|
||||
</field>
|
||||
</tree>
|
||||
@@ -0,0 +1,9 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree editable="1" sequence="sequence">
|
||||
<field name="current_name" string="Name" expand="2"/>
|
||||
<field name="amount"/>
|
||||
<field name="total_amount"/>
|
||||
<field name="parent" tree_invisible="1"/>
|
||||
</tree>
|
||||
@@ -0,0 +1,11 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree tree_state="1">
|
||||
<field name="current_name" string="Name" expand="2"/>
|
||||
<field name="total_amount"/>
|
||||
<field name="actual_amount"/>
|
||||
<field name="percentage" factor="100">
|
||||
<suffix name="percentage" string="%"/>
|
||||
</field>
|
||||
</tree>
|
||||
@@ -0,0 +1,9 @@
|
||||
<?xml version="1.0"?>
|
||||
<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
|
||||
this repository contains the full copyright notices and license terms. -->
|
||||
<tree>
|
||||
<field name="name" expand="2"/>
|
||||
<field name="company" expand="1"/>
|
||||
<field name="fiscalyear" expand="1"/>
|
||||
<button name="copy_button"/>
|
||||
</tree>
|
||||
Reference in New Issue
Block a user