[16.0] [ADD] project_budget_subcontractor

project_budget_subcontractor/__init__.py

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+from . import models

project_budget_subcontractor/__manifest__.py

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+# Copyright 2024 Akretion (https://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Project Budget Subcontractor",
+    "summary": "Add budget to projects",
+    "version": "16.0.1.0.0",
+    "development_status": "Alpha",
+    "category": "Uncategorized",
+    "website": "https://github.com/akretion/subcontractor",
+    "author": " Akretion",
+    "license": "AGPL-3",
+    "depends": [
+        "project_invoicing_subcontractor",
+        "project_timeline",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_move_view.xml",
+        "views/res_partner_view.xml",
+        "views/project_project_view.xml",
+        "views/project_budget_view.xml",
+    ],
+    "auto_install": True,
+}

project_budget_subcontractor/models/__init__.py

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+from . import account_move
+from . import analytic_account
+from . import project
+from . import project_budget
+from . import res_partner

project_budget_subcontractor/models/account_move.py

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+# Copyright 2024 Akretion (http://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    budget_date = fields.Date(
+        compute="_compute_budget_date",
+        store=True,
+        readonly=False,
+    )
+    use_budget = fields.Boolean(related="partner_id.use_budget")
+
+    @api.depends("date")
+    def _compute_budget_date(self):
+        for move in self:
+            if not move.budget_date:
+                move.budget_date = move.date
+
+    def _post(self, soft=True):
+        for move in self:
+            if move.use_budget:
+                if move.invoice_line_ids.filtered(
+                    lambda line: not line.analytic_account_id
+                ):
+                    raise UserError(
+                        _(
+                            "You can't post a move containing lines without analytic "
+                            "account for a customer with budget enabled."
+                        )
+                    )
+        return super()._post(soft=soft)

project_budget_subcontractor/models/analytic_account.py

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+# Copyright 2024 Akretion (http://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AccountAnalyticAccount(models.Model):
+    _inherit = "account.analytic.account"
+
+    invoice_line_ids = fields.One2many(
+        "account.move.line", inverse_name="analytic_account_id", string="Invoice Lines"
+    )

project_budget_subcontractor/models/project.py

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+# Copyright 2024 Akretion (http://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ProjectProject(models.Model):
+    _inherit = "project.project"
+
+    budget_ids = fields.One2many("project.budget", "project_id", string="Budgets")
+    use_budget = fields.Boolean(related="partner_id.use_budget")
+
+    current_budget_id = fields.Many2one(
+        "project.budget", compute="_compute_current_budget_id"
+    )
+    current_budget_amount = fields.Float(
+        string="Budget Amount", compute="_compute_current_budget_id"
+    )
+    current_invoiced_amount = fields.Float(
+        string="Invoiced Amount", compute="_compute_current_budget_id"
+    )
+    current_to_invoice_amount = fields.Float(
+        string="To Invoice Amount", compute="_compute_current_budget_id"
+    )
+    current_remaining_amount = fields.Float(
+        string="Remaining Amount", compute="_compute_current_budget_id"
+    )
+    current_remaining_budget = fields.Float(
+        string="Remaining Budget", compute="_compute_current_budget_id"
+    )
+    current_budget_amount_prorata = fields.Float(
+        string="Budget Amount Prorata", compute="_compute_current_budget_id"
+    )
+    current_budget_progress = fields.Float(
+        string="Budget Progress", compute="_compute_current_budget_id"
+    )
+    current_time_progress = fields.Float(
+        string="Time Progress", compute="_compute_current_budget_id"
+    )
+
+    def _compute_current_budget_id(self):
+        for project in self:
+            current = project.current_budget_id = project.budget_ids.filtered(
+                lambda b: b.start_date <= fields.Date.today() <= b.end_date
+            )
+
+            if current:
+                project.current_budget_amount = current.budget_amount
+                project.current_invoiced_amount = current.invoiced_amount
+                project.current_to_invoice_amount = current.to_invoice_amount
+                project.current_remaining_amount = current.remaining_amount
+                project.current_remaining_budget = current.remaining_budget
+                project.current_budget_amount_prorata = current.budget_amount_prorata
+                project.current_budget_progress = current.budget_progress
+                project.current_time_progress = current.time_progress
+            else:
+                project.current_budget_amount = False
+                project.current_invoiced_amount = False
+                project.current_to_invoice_amount = False
+                project.current_remaining_amount = False
+                project.current_remaining_budget = False
+                project.current_budget_amount_prorata = False
+                project.current_budget_progress = False
+                project.current_time_progress = False

project_budget_subcontractor/models/project_budget.py

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+# Copyright 2024 Akretion (http://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class ProjectBudget(models.Model):
+    _name = "project.budget"
+    _description = "Project Budget"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+
+    name = fields.Char(required=True)
+    project_id = fields.Many2one("project.project", required=True, tracking=True)
+    partner_id = fields.Many2one(
+        "res.partner", related="project_id.partner_id", store=True
+    )
+    start_date = fields.Date(required=True, tracking=True)
+    end_date = fields.Date(required=True, tracking=True)
+    currency_id = fields.Many2one(
+        "res.currency", default=lambda self: self.env.company.currency_id
+    )
+    budget_amount = fields.Float(required=True, tracking=True)
+
+    invoiced_amount = fields.Float(
+        compute="_compute_invoiced_amount", string="Montant Facturé"
+    )
+    to_invoice_amount = fields.Float(
+        compute="_compute_to_invoice_amount", string="Montant à Facturer"
+    )
+    remaining_amount = fields.Float(
+        compute="_compute_remaining_amount", string="Montant Restant Estimé"
+    )
+    remaining_budget = fields.Float(
+        compute="_compute_remaining_budget", string="Budget Restant"
+    )
+    budget_amount_prorata = fields.Float(
+        compute="_compute_budget_amount_prorata", string="Time Prorata"
+    )
+    budget_progress = fields.Float(compute="_compute_budget_progress")
+    time_progress = fields.Float(compute="_compute_time_progress")
+
+    @api.depends("budget_amount", "start_date", "end_date")
+    def _compute_budget_amount_prorata(self):
+        today = fields.Date.today()
+        for budget in self:
+            if (
+                not budget.start_date
+                or not budget.end_date
+                or budget.start_date > today
+            ):
+                budget.budget_amount_prorata = 0.0
+                continue
+
+            if budget.end_date < today:
+                budget.budget_amount_prorata = budget.budget_amount
+                continue
+
+            total_days = (budget.end_date - budget.start_date).days + 1
+            spent_days = (today - budget.start_date).days + 1
+            budget.budget_amount_prorata = (
+                budget.budget_amount * spent_days / total_days
+            )
+
+    @api.depends("project_id.timesheet_ids.invoice_line_id", "start_date", "end_date")
+    def _compute_invoiced_amount(self):
+        for budget in self:
+            if not budget.start_date or not budget.end_date:
+                budget.invoiced_amount = 0.0
+                continue
+            move_lines = (
+                budget.project_id.analytic_account_id.invoice_line_ids.filtered(
+                    lambda ml, budget=budget: ml.parent_state == "posted"
+                    and ml.move_id.budget_date
+                    and ml.move_id.budget_date >= budget.start_date
+                    and ml.move_id.budget_date <= budget.end_date
+                )
+            )
+            budget.invoiced_amount = sum(move_lines.mapped("price_subtotal"))
+
+    @api.depends("project_id.timesheet_ids", "start_date", "end_date")
+    def _compute_to_invoice_amount(self):
+        today = fields.Date.today()
+        data = self.env["account.analytic.line"].read_group(
+            [
+                ("project_id", "in", self.project_id.ids),
+                "|",
+                ("invoice_line_id", "=", False),
+                ("invoice_line_id.parent_state", "=", "draft"),
+            ],
+            ["invoiceable_amount:sum"],
+            ["project_id"],
+        )
+        p2hours = {item["project_id"][0]: item["invoiceable_amount"] for item in data}
+        for budget in self:
+            if not budget.start_date or not budget.end_date or budget.end_date < today:
+                budget.to_invoice_amount = 0.0
+                continue
+            project = budget.project_id
+            if isinstance(project.id, models.NewId):
+                project = project._origin
+            budget.to_invoice_amount = (
+                project.convert_hours_to_days(p2hours[project.id]) * project.price_unit
+            )
+
+    @api.depends(
+        "project_id.task_ids", "project_id.price_unit", "start_date", "end_date"
+    )
+    def _compute_remaining_amount(self):
+        for budget in self:
+            if not budget.start_date or not budget.end_date:
+                budget.remaining_amount = 0.0
+                continue
+
+            remaining_days = sum(
+                budget.project_id.task_ids.filtered(
+                    lambda t, budget=budget: t.planned_date_start
+                    and t.planned_date_end
+                    and t.planned_date_start.date() >= budget.start_date
+                    and t.planned_date_end.date() <= budget.end_date
+                    and not t.is_closed
+                ).mapped("remaining_days")
+            )
+            budget.remaining_amount = remaining_days * budget.project_id.price_unit
+
+    @api.depends("budget_amount", "invoiced_amount", "to_invoice_amount")
+    def _compute_remaining_budget(self):
+        for budget in self:
+            budget.remaining_budget = budget.budget_amount - (
+                budget.invoiced_amount + budget.to_invoice_amount
+            )
+
+    @api.depends("budget_amount", "invoiced_amount", "to_invoice_amount")
+    def _compute_budget_progress(self):
+        for budget in self:
+            if not budget.budget_amount:
+                budget.budget_progress = 0.0
+                continue
+            budget.budget_progress = (
+                budget.invoiced_amount + budget.to_invoice_amount
+            ) / budget.budget_amount
+
+    @api.depends("start_date", "end_date")
+    def _compute_time_progress(self):
+        for budget in self:
+            if not budget.start_date or not budget.end_date:
+                budget.time_progress = 0.0
+                continue
+            today = fields.Date.today()
+            total_days = (budget.end_date - budget.start_date).days + 1
+            spent_days = (today - budget.start_date).days + 1
+            budget.time_progress = spent_days / total_days

project_budget_subcontractor/models/res_partner.py

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+# Copyright 2024 Akretion (http://www.akretion.com).
+# @author Florian Mounier <florian.mounier@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    use_budget = fields.Boolean(
+        help="If checked, this partner's projects will use budgets",
+    )

project_budget_subcontractor/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
+project_budget_read_access,access_project_budget_read,model_project_budget,project.group_project_user,1,0,0,0
+project_budget_all_access,access_project_budget_all,model_project_budget,project.group_project_manager,1,1,1,1

project_budget_subcontractor/views/account_move_view.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Akretion (http://www.akretion.com).
+@author Florian Mounier <florian.mounier@akretion.com>
+License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="view_move_form" model="ir.ui.view">
+        <field name="inherit_id" ref="account.view_move_form" />
+        <field name="model">account.move</field>
+        <field type="xml" name="arch">
+            <field name="invoice_date" position="after">
+                <field name="use_budget" invisible="1" />
+                <field
+                    name="budget_date"
+                    attrs="{'invisible': [('use_budget', '=', False)]}"
+                />
+            </field>
+        </field>
+    </record>
+</odoo>