[ADD] budget_management: new module created

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

budget_management/__init__.py

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+from . import models
+from . import wizards

budget_management/__manifest__.py

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

budget_management/models/__init__.py

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+from . import budget
+from . import budget_line

budget_management/models/budget.py

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

budget_management/models/budget_line.py

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

budget_management/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+budget_management.access_budget_budget,access_budget_budget,budget_management.model_budget_budget,base.group_user,1,1,1,1
+budget_management.access_add_budget_wizard,access_add_budget_wizard,budget_management.model_add_budget_wizard,base.group_user,1,1,1,0
+budget_management.access_budget_management_budget_lines,access_budget_management_budget_lines,budget_management.model_budget_management_budget_lines,base.group_user,1,1,1,1

budget_management/views/actions_menu_and_button.xml

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

budget_management/views/budget_line_views.xml

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

budget_management/views/budget_views.xml

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

budget_management/views/menu_views.xml

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

budget_management/wizards/__init__.py

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+from . import add_budget_wizard

budget_management/wizards/actions_wizard.xml

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+<odoo>
+
+</odoo>

budget_management/wizards/add_budget_wizard.py

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+from odoo import models, fields
+from datetime import timedelta
+from dateutil.relativedelta import relativedelta
+
+
+class AddBudgetWizard(models.TransientModel):
+    _name = "add.budget.wizard"
+
+    date_start = fields.Date(required=True, string="Start Date")
+    date_end = fields.Date(
+        string="Expiration Date",
+        required=True,
+        index=True,
+    )
+
+    periods = fields.Selection(
+        selection=[("monthly", "Monthly"), ("quarterly", "Quarterly")],
+        required=True,
+        default="monthly",
+    )
+
+    # analytic_account = fields.Many2many(comodel_name="account.analytic.account")
+    def action_add_budget(self):
+        """Creates budget records based on the selected periods."""
+        if self.date_start >= self.date_end:
+            raise ValueError("Start Date must be before Expiration Date.")
+
+        # Calculate the periods and create budgets
+        current_date = self.date_start
+        budget_entries = []
+
+        while current_date <= self.date_end:
+            next_date = (
+                current_date + relativedelta(months=1)
+                if self.periods == "monthly"
+                else current_date + relativedelta(months=3)
+            )
+            end_date = min(next_date - timedelta(days=1), self.date_end)
+
+            budget_entries.append(
+                {
+                    "name": f"Budget {current_date.strftime('%Y-%m')} to {end_date.strftime('%Y-%m')}",
+                    "date_start": current_date,
+                    "date_end": end_date,
+                }
+            )
+
+            current_date = next_date
+        print(budget_entries)
+        self.env["budget.budget"].create(budget_entries)
+
+        # Return a window close action
+        return {"type": "ir.actions.act_window_close"}