addons/account_budget/crossovered_budget.py

   1 # -*- encoding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
   6 #    $Id$
   7 #
   8 #    This program is free software: you can redistribute it and/or modify
   9 #    it under the terms of the GNU General Public License as published by
  10 #    the Free Software Foundation, either version 3 of the License, or
  11 #    (at your option) any later version.
  12 #
  13 #    This program is distributed in the hope that it will be useful,
  14 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  15 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  16 #    GNU General Public License for more details.
  17 #
  18 #    You should have received a copy of the GNU General Public License
  19 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  20 #
  21 ##############################################################################
  22 from osv import osv,fields
  23 import tools
  24 import netsvc
  25 from mx import DateTime
  26 import time
  27 import datetime
  28 from tools.translate import _
  29
  30
  31 def strToDate(dt):
  32         dt_date=datetime.date(int(dt[0:4]),int(dt[5:7]),int(dt[8:10]))
  33         return dt_date
  34
  35 # ---------------------------------------------------------
  36 # Budgets
  37 # ---------------------------------------------------------
  38 class account_budget_post(osv.osv):
  39     _name = 'account.budget.post'
  40     _description = 'Budgetary Position'
  41     _columns = {
  42         'code': fields.char('Code', size=64, required=True),
  43         'name': fields.char('Name', size=256, required=True),
  44         'dotation_ids': fields.one2many('account.budget.post.dotation', 'post_id', 'Spreading'),
  45         'account_ids': fields.many2many('account.account', 'account_budget_rel', 'budget_id', 'account_id', 'Accounts'),
  46         'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'general_budget_id', 'Budget Lines'),
  47     }
  48     _defaults = {
  49     }
  50
  51     def spread(self, cr, uid, ids, fiscalyear_id=False, amount=0.0):
  52         dobj = self.pool.get('account.budget.post.dotation')
  53         for o in self.browse(cr, uid, ids):
  54             # delete dotations for this post
  55             dobj.unlink(cr, uid, dobj.search(cr, uid, [('post_id','=',o.id)]))
  56
  57             # create one dotation per period in the fiscal year, and spread the total amount/quantity over those dotations
  58             fy = self.pool.get('account.fiscalyear').browse(cr, uid, [fiscalyear_id])[0]
  59             num = len(fy.period_ids)
  60             for p in fy.period_ids:
  61                 dobj.create(cr, uid, {'post_id': o.id, 'period_id': p.id, 'amount': amount/num})
  62         return True
  63 account_budget_post()
  64
  65 class account_budget_post_dotation(osv.osv):
  66     def _tot_planned(self, cr, uid, ids,name,args,context):
  67         res={}
  68         for line in self.browse(cr, uid, ids):
  69             if line.period_id:
  70                 obj_period=self.pool.get('account.period').browse(cr, uid,line.period_id.id)
  71
  72                 total_days=strToDate(obj_period.date_stop) - strToDate(obj_period.date_start)
  73                 budget_id=line.post_id and line.post_id.id or False
  74                 query="select id from crossovered_budget_lines where  general_budget_id= '"+ str(budget_id) + "' AND (date_from  >='"  +obj_period.date_start +"'  and date_from <= '"+obj_period.date_stop + "') OR (date_to  >='"  +obj_period.date_start +"'  and date_to <= '"+obj_period.date_stop + "') OR (date_from  <'"  +obj_period.date_start +"'  and date_to > '"+obj_period.date_stop + "')"
  75                 cr.execute(query)
  76                 res1=cr.fetchall()
  77
  78                 tot_planned=0.00
  79                 for record in res1:
  80                     obj_lines = self.pool.get('crossovered.budget.lines').browse(cr, uid,record[0])
  81                     count_days = min(strToDate(obj_period.date_stop),strToDate(obj_lines.date_to)) - max(strToDate(obj_period.date_start), strToDate(obj_lines.date_from))
  82                     days_in_period = count_days.days +1
  83                     count_days = strToDate(obj_lines.date_to) - strToDate(obj_lines.date_from)
  84                     total_days_of_rec = count_days.days +1
  85                     tot_planned += obj_lines.planned_amount/total_days_of_rec* days_in_period
  86                 res[line.id]=tot_planned
  87             else:
  88                 res[line.id]=0.00
  89         return res
  90
  91     _name = 'account.budget.post.dotation'
  92     _description = "Budget Dotation"
  93     _columns = {
  94         'name': fields.char('Name', size=64),
  95         'post_id': fields.many2one('account.budget.post', 'Item', select=True),
  96         'period_id': fields.many2one('account.period', 'Period'),
  97         'amount': fields.float('Amount', digits=(16,2)),
  98         'tot_planned':fields.function(_tot_planned,method=True, string='Total Planned Amount',type='float',store=True),
  99     }
 100
 101 account_budget_post_dotation()
 102
 103 class crossovered_budget(osv.osv):
 104     _name = "crossovered.budget"
 105     _description = "Budget"
 106
 107     _columns = {
 108         'name': fields.char('Name', size=50, required=True,states={'done':[('readonly',True)]}),
 109         'code': fields.char('Code', size=20, required=True,states={'done':[('readonly',True)]}),
 110         'creating_user_id': fields.many2one('res.users','Responsible User'),
 111         'validating_user_id': fields.many2one('res.users','Validate User', readonly=True),
 112         'date_from': fields.date('Start Date',required=True,states={'done':[('readonly',True)]}),
 113         'date_to': fields.date('End Date',required=True,states={'done':[('readonly',True)]}),
 114         'state' : fields.selection([('draft','Draft'),('confirm','Confirmed'),('validate','Validated'),('done','Done'),('cancel', 'Cancelled')], 'Status', select=True, required=True, readonly=True),
 115         'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'crossovered_budget_id', 'Budget Lines',states={'done':[('readonly',True)]} ),
 116     }
 117
 118     _defaults = {
 119         'state': lambda *a: 'draft',
 120         'creating_user_id': lambda self,cr,uid,context: uid,
 121     }
 122
 123 #   def action_set_to_draft(self, cr, uid, ids, *args):
 124 #       self.write(cr, uid, ids, {'state': 'draft'})
 125 #       wf_service = netsvc.LocalService('workflow')
 126 #       for id in ids:
 127 #           wf_service.trg_create(uid, self._name, id, cr)
 128 #       return True
 129
 130     def budget_confirm(self, cr, uid, ids, *args):
 131         self.write(cr, uid, ids, {
 132             'state':'confirm'
 133         })
 134         return True
 135
 136     def budget_validate(self, cr, uid, ids, *args):
 137         self.write(cr, uid, ids, {
 138             'state':'validate',
 139             'validating_user_id': uid,
 140         })
 141         return True
 142
 143     def budget_cancel(self, cr, uid, ids, *args):
 144
 145         self.write(cr, uid, ids, {
 146             'state':'cancel'
 147         })
 148         return True
 149
 150     def budget_done(self, cr, uid, ids, *args):
 151         self.write(cr, uid, ids, {
 152             'state':'done'
 153         })
 154         return True
 155
 156 crossovered_budget()
 157
 158 class crossovered_budget_lines(osv.osv):
 159
 160     def _prac_amt(self, cr, uid, ids,context={}):
 161         res = {}
 162         for line in self.browse(cr, uid, ids):
 163             acc_ids = [x.id for x in line.general_budget_id.account_ids]
 164             if not acc_ids:
 165                 raise osv.except_osv(_('Error!'),_("The General Budget '%s' has no Accounts!") % str(line.general_budget_id.name))
 166
 167             date_to = line.date_to
 168             date_from = line.date_from
 169             if context.has_key('wizard_date_from'):
 170                 date_from = context['wizard_date_from']
 171             if context.has_key('wizard_date_to'):
 172                 date_to = context['wizard_date_to']
 173
 174             cr.execute("select sum(amount) from account_analytic_line where account_id=%%s and (date "
 175                        "between to_date(%%s,'yyyy-mm-dd') and to_date(%%s,'yyyy-mm-dd')) and "
 176                        "general_account_id in (%s)" % ",".join(map(str,acc_ids)), (line.analytic_account_id.id, date_from, date_to ))
 177             result = cr.fetchone()[0]
 178             if result is None:
 179                 result = 0.00
 180             res[line.id] = result
 181         return res
 182
 183     def _prac(self, cr, uid, ids,name,args,context):
 184         res={}
 185         for line in self.browse(cr, uid, ids):
 186             res[line.id]=self._prac_amt(cr,uid,[line.id],context=context)[line.id]
 187
 188         return res
 189
 190     def _theo_amt(self, cr, uid, ids,context={}):
 191         res = {}
 192         for line in self.browse(cr, uid, ids):
 193             today=datetime.datetime.today()
 194             date_to = today.strftime("%Y-%m-%d")
 195             date_from = line.date_from
 196             if context.has_key('wizard_date_from'):
 197                 date_from = context['wizard_date_from']
 198             if context.has_key('wizard_date_to'):
 199                 date_to = context['wizard_date_to']
 200
 201             if line.paid_date:
 202                 if strToDate(line.date_to)<=strToDate(line.paid_date):
 203                     theo_amt=0.00
 204                 else:
 205                     theo_amt=line.planned_amount
 206             else:
 207                 total=strToDate(line.date_to) - strToDate(line.date_from)
 208                 elapsed = min(strToDate(line.date_to),strToDate(date_to)) - max(strToDate(line.date_from),strToDate(date_from))
 209                 if strToDate(date_to) < strToDate(line.date_from):
 210                     elapsed = strToDate(date_to) - strToDate(date_to)
 211
 212                 if total.days:
 213                     theo_amt = float(elapsed.days/float(total.days))*line.planned_amount
 214                 else:
 215                     theo_amt = line.planned_amount
 216
 217             res[line.id]=theo_amt
 218         return res
 219
 220     def _theo(self, cr, uid, ids,name,args,context):
 221         res={}
 222         for line in self.browse(cr, uid, ids):
 223             res[line.id]=self._theo_amt(cr,uid,[line.id],context=context)[line.id]
 224
 225         return res
 226
 227     def _perc(self, cr, uid, ids,name,args,context):
 228         res = {}
 229         for line in self.browse(cr, uid, ids):
 230             if line.theoritical_amount<>0.00:
 231                 res[line.id]=float(line.practical_amount / line.theoritical_amount)*100
 232             else:
 233                 res[line.id]=0.00
 234         return res
 235     _name="crossovered.budget.lines"
 236     _description = "Budget Lines"
 237     _columns = {
 238         'crossovered_budget_id': fields.many2one('crossovered.budget', 'Budget', ondelete='cascade', select=True, required=True),
 239         'analytic_account_id': fields.many2one('account.analytic.account', 'Analytic Account',required=True),
 240         'general_budget_id': fields.many2one('account.budget.post', 'Budgetary Position',required=True),
 241         'date_from': fields.date('Start Date',required=True),
 242         'date_to': fields.date('End Date',required=True),
 243         'paid_date': fields.date('Paid Date'),
 244         'planned_amount':fields.float('Planned Amount',required=True,digits=(16,2)),
 245         'practical_amount':fields.function(_prac,method=True, string='Practical Amount',type='float',digits=(16,2)),
 246         'theoritical_amount':fields.function(_theo,method=True, string='Theoritical Amount',type='float',digits=(16,2)),
 247         'percentage':fields.function(_perc,method=True, string='Percentage',type='float'),
 248     }
 249 crossovered_budget_lines()
 250
 251 class account_analytic_account(osv.osv):
 252     _name = 'account.analytic.account'
 253     _inherit = 'account.analytic.account'
 254
 255     _columns = {
 256     'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'analytic_account_id', 'Budget Lines'),
 257     }
 258
 259 account_analytic_account()
 260
 261 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 262