[ADD] estate: added estate module

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",
+    "category": "Budget",
+    "version": "1.0",
+    "depends": ["base", "account", "accountant"],
+    "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",
+        "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
+from . import account_analytic_line

budget_management/models/account_analytic_line.py

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+from odoo import models, api
+from odoo.exceptions import ValidationError
+
+
+class AccountAnalyticLine(models.Model):
+    _inherit = "account.analytic.line"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        # print("* " * 100)
+        # print(vals_list)
+        # print("* " * 100)
+
+        for vals in vals_list:
+            entry_date = vals.get("date")
+            if not entry_date:
+                raise ValidationError(
+                    "The date field is required to determine the appropriate budget."
+                )
+
+            budget_line = self.env["budget.management.budget.lines"].search(
+                [
+                    ("budget_id.date_start", "<=", entry_date),
+                    ("budget_id.date_end", ">=", entry_date),
+                    ("budget_id.active", "=", True),
+                    ("analytic_account_id", "=", vals.get("account_id")),
+                ],
+                limit=1,
+            )
+
+            if budget_line:
+                budget = budget_line.budget_id
+
+                analytic_account_lines = self.env["account.analytic.line"].search_read(
+                    [
+                        ("account_id", "=", vals.get("account_id")),
+                        ("date", ">=", budget.date_start),
+                        ("date", "<=", budget.date_end),
+                        ("amount", "<", 0),
+                    ],
+                    fields=["amount"],
+                )
+                # print(list(line.get("amount") for line in analytic_account_lines))
+                achieved = sum(line.get("amount") for line in analytic_account_lines)
+                # print(budget.on_over_budget, abs(achieved + vals.get("amount")), budget_line.budget_amount)
+
+                if budget.on_over_budget == "restriction":
+                    if abs(achieved + vals.get("amount")) > budget_line.budget_amount:
+                        raise ValidationError(
+                            "You cannot create a budget line because it exceeds the allowed budget!"
+                        )
+                budget_line.achieved_amount = abs(achieved + vals.get("amount"))
+                budget_line.count_analytic_lines = len(analytic_account_lines) + 1
+        return super(AccountAnalyticLine, self).create(vals_list)
+
+    def write(self, vals):
+        if "date" in vals or "amount" in vals or "account_id" in vals:
+            for record in self:
+                entry_date = vals.get("date", record.date)
+
+                budget_line = self.env["budget.management.budget.lines"].search(
+                    [
+                        ("budget_id.date_start", "<=", entry_date),
+                        ("budget_id.date_end", ">=", entry_date),
+                        ("budget_id.active", "=", True),
+                        (
+                            "analytic_account_id",
+                            "=",
+                            vals.get("account_id", record.account_id.id),
+                        ),
+                    ],
+                    limit=1,
+                )
+
+                if budget_line:
+                    budget = budget_line.budget_id
+
+                    analytic_account_lines = self.env[
+                        "account.analytic.line"
+                    ].search_read(
+                        [
+                            (
+                                "account_id",
+                                "=",
+                                vals.get("account_id", record.account_id.id),
+                            ),
+                            ("date", ">=", budget.date_start),
+                            ("date", "<=", budget.date_end),
+                            ("amount", "<", 0),
+                            ("id", "!=", record.id),
+                        ],
+                        fields=["amount"],
+                    )
+                    achieved = sum(
+                        line.get("amount") for line in analytic_account_lines
+                    )
+
+                    new_amount = vals.get("amount", record.amount)
+                    # print(budget.on_over_budget, abs(achieved - record.amount + new_amount), record.amount , new_amount, budget_line.budget_amount)
+
+                    total_achieved_amount_will_be = abs(achieved + new_amount)
+
+                    if budget.on_over_budget == "restriction":
+                        if total_achieved_amount_will_be > budget_line.budget_amount:
+                            raise ValidationError(
+                                "You cannot modify the budget line because it exceeds the allowed budget!"
+                            )
+                    budget_line.achieved_amount = total_achieved_amount_will_be
+                    budget_line.count_analytic_lines = len(analytic_account_lines) + 1
+        return super(AccountAnalyticLine, self).write(vals)
+
+    def unlink(self):
+        for record in self:
+            entry_date = record.date
+
+            budget_line = self.env["budget.management.budget.lines"].search(
+                [
+                    ("budget_id.date_start", "<=", entry_date),
+                    ("budget_id.date_end", ">=", entry_date),
+                    ("budget_id.active", "=", True),
+                    ("analytic_account_id", "=", record.account_id.id),
+                ],
+                limit=1,
+            )
+
+            if budget_line:
+                budget = budget_line.budget_id
+
+                # Recalculate achieved amount excluding the current record
+                analytic_account_lines = self.env["account.analytic.line"].search_read(
+                    [
+                        ("account_id", "=", record.account_id.id),
+                        ("date", ">=", budget.date_start),
+                        ("date", "<=", budget.date_end),
+                        ("amount", "<", 0),
+                        ("id", "!=", record.id),  # Exclude the current record
+                    ],
+                    fields=["amount"],
+                )
+                achieved = sum(line.get("amount") for line in analytic_account_lines)
+
+                budget_line.achieved_amount = abs(achieved)
+                budget_line.count_analytic_lines = len(analytic_account_lines)
+        return super(AccountAnalyticLine, self).unlink()

budget_management/models/budget.py

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+from odoo import models, fields, api
+from odoo.exceptions import ValidationError, UserError
+from markupsafe import escape, Markup
+
+
+class Budget(models.Model):
+    _name = "budget.budget"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+    _description = " "
+
+    name = fields.Char(compute="_compute_budget_name", store=True, readonly=True)
+    active = fields.Boolean(default=True)
+    is_favorite = fields.Boolean(default=False)
+    color = fields.Integer(string="Color Index")
+    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,
+        string="Revised by"
+    )
+    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"
+    )
+    warnings = fields.Text(compute="_check_over_budget")
+    currency_id = fields.Many2one(
+        comodel_name="res.currency",
+        string="Currency",
+        required=True,
+        default=lambda self: self.env.company.currency_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
+                end_date = record.date_end
+                if (
+                    start_date.year == end_date.year
+                    and start_date.month == end_date.month
+                ):
+                    record.name = f"Budget - {start_date.strftime('%B %Y')}"
+                else:
+                    record.name = f"Budget - {start_date.strftime('%d %B, %Y')} to {end_date.strftime('%d %B, %Y')}"
+            else:
+                record.name = "Unknown Budget"
+
+    def onclick_reset_to_draft(self):
+        for record in self:
+            if record.state != "draft":
+                record.state = "draft"
+
+    def onclick_confirmed(self):
+        for record in self:
+            if record.state == "draft":
+                record.state = "confirmed"
+
+    def onclick_revise(self):
+        for record in self:
+            if record.state != "confirmed":
+                raise UserError("Only confirmed budgets can be revised.")
+
+            if record.state == "confirmed":
+                record.revision_id = self.env.user
+                record.state = "revised"
+                record.active = False
+
+                new_budget = record.copy(
+                    {"revision_id": None, "state": "draft", "active": True}
+                )
+
+                for budget_line in record.budget_line_ids:
+                    self.env["budget.management.budget.lines"].create(
+                        {
+                            "budget_id": new_budget.id,
+                            "name": budget_line.name,
+                            "budget_amount": budget_line.budget_amount,
+                            "achieved_amount": budget_line.achieved_amount,
+                            "achieved_percentage": budget_line.achieved_percentage,
+                            "analytic_account_id": budget_line.analytic_account_id.id,
+                            "currency_id": budget_line.currency_id.id,
+                        }
+                    )
+
+                action = self.env.ref(
+                    "budget_management.action_budget_management_menu_budget"
+                )
+                record.message_post(
+                    body=Markup(
+                        f'<a href="odoo/action-{action.id}/{new_budget.id}">{new_budget.name}</a>.'
+                    )
+                )
+
+    def onclick_done(self):
+        for record in self:
+            if record.state in ["confirmed", "revised"]:
+                record.state = "done"
+
+    @api.constrains("date_start", "date_end")
+    def _check_period_overlap(self):
+        for record in self:
+            overlapping_budgets = self.search(
+                [
+                    ("id", "!=", record.id),
+                    ("date_start", "<=", record.date_start),
+                    ("date_end", ">=", record.date_end),
+                    ("company_id", "=", record.company_id.id),
+                ]
+            )
+            overlapping_non_revised = False
+
+            for budget in overlapping_budgets:
+                if budget.state != "revised":
+                    overlapping_non_revised = True
+                    break
+
+            if overlapping_non_revised:
+                raise ValidationError(
+                    "Cannot create overlapping budgets for the same period and company. If not displayed your selected period budget! please check archived budgets"
+                )
+
+    @api.depends("budget_line_ids.over_budget")
+    def _check_over_budget(self):
+        # print("* "*100)
+        for record in self:
+            # print(list(ob > 0 for ob in record.budget_line_ids.mapped("over_budget")))
+            if (
+                record.on_over_budget == "warning"
+                and any(ob > 0 for ob in record.budget_line_ids.mapped("over_budget"))
+            ):
+                record.warnings = "Achieved amount exceeds the budget!"
+            else:
+                record.warnings = False