addons/account_budget/crossovered_budget.py

   1 # -*- encoding: utf-8 -*-
   2 from osv import osv,fields
   3 import tools
   4 import netsvc
   5 from mx import DateTime
   6 import time
   7 import datetime
   8
   9
  10 def strToDate(dt):
  11         dt_date=datetime.date(int(dt[0:4]),int(dt[5:7]),int(dt[8:10]))
  12         return dt_date
  13 #moved from account/account.py
  14 # ---------------------------------------------------------
  15 # Budgets
  16 # ---------------------------------------------------------
  17 class account_budget_post(osv.osv):
  18     _name = 'account.budget.post'
  19     _description = 'Budget item'
  20     _columns = {
  21         'code': fields.char('Code', size=64, required=True),
  22         'name': fields.char('Name', size=256, required=True),
  23         'dotation_ids': fields.one2many('account.budget.post.dotation', 'post_id', 'Expenses'),
  24         'account_ids': fields.many2many('account.account', 'account_budget_rel', 'budget_id', 'account_id', 'Accounts'),
  25         'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'general_budget_id', 'Budget Lines'),
  26     }
  27     _defaults = {
  28     }
  29
  30     def spread(self, cr, uid, ids, fiscalyear_id=False, amount=0.0):
  31         dobj = self.pool.get('account.budget.post.dotation')
  32         for o in self.browse(cr, uid, ids):
  33             # delete dotations for this post
  34             dobj.unlink(cr, uid, dobj.search(cr, uid, [('post_id','=',o.id)]))
  35
  36             # create one dotation per period in the fiscal year, and spread the total amount/quantity over those dotations
  37             fy = self.pool.get('account.fiscalyear').browse(cr, uid, [fiscalyear_id])[0]
  38             num = len(fy.period_ids)
  39             for p in fy.period_ids:
  40                 dobj.create(cr, uid, {'post_id': o.id, 'period_id': p.id, 'amount': amount/num})
  41         return True
  42 account_budget_post()
  43
  44 class account_budget_post_dotation(osv.osv):
  45     def _tot_planned(self, cr, uid, ids,name,args,context):
  46         res={}
  47         for line in self.browse(cr, uid, ids):
  48             if line.period_id:
  49                 obj_period=self.pool.get('account.period').browse(cr, uid,line.period_id.id)
  50
  51                 total_days=strToDate(obj_period.date_stop) - strToDate(obj_period.date_start)
  52                 budget_id=line.post_id and line.post_id.id or False
  53                 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 + "')"
  54                 cr.execute(query)
  55                 res1=cr.fetchall()
  56
  57                 tot_planned=0.00
  58                 for record in res1:
  59                     obj_lines = self.pool.get('crossovered.budget.lines').browse(cr, uid,record[0])
  60                     count_days = min(strToDate(obj_period.date_stop),strToDate(obj_lines.date_to)) - max(strToDate(obj_period.date_start), strToDate(obj_lines.date_from))
  61                     days_in_period = count_days.days +1
  62                     count_days = strToDate(obj_lines.date_to) - strToDate(obj_lines.date_from)
  63                     total_days_of_rec = count_days.days +1
  64                     tot_planned += obj_lines.planned_amount/total_days_of_rec* days_in_period
  65                 res[line.id]=tot_planned
  66             else:
  67                 res[line.id]=0.00
  68         return res
  69
  70     _name = 'account.budget.post.dotation'
  71     _description = "Budget item endowment"
  72     _columns = {
  73         'name': fields.char('Name', size=64),
  74         'post_id': fields.many2one('account.budget.post', 'Item', select=True),
  75         'period_id': fields.many2one('account.period', 'Period'),
  76 #       'quantity': fields.float('Quantity', digits=(16,2)),
  77         'amount': fields.float('Amount', digits=(16,2)),
  78         'tot_planned':fields.function(_tot_planned,method=True, string='Total Planned Amount',type='float',store=True),
  79     }
  80
  81 account_budget_post_dotation()
  82 #===
  83
  84 class crossovered_budget(osv.osv):
  85     _name = "crossovered.budget"
  86     _description = "Crossovered Budget"
  87
  88     _columns = {
  89         'name': fields.char('Name', size=50, required=True,states={'done':[('readonly',True)]}),
  90         'code': fields.char('Code', size=20, required=True,states={'done':[('readonly',True)]}),
  91         'creating_user_id': fields.many2one('res.users','Responsible User'),
  92         'validating_user_id': fields.many2one('res.users','Validate User', readonly=True),
  93         'date_from': fields.date('Start Date',required=True,states={'done':[('readonly',True)]}),
  94         'date_to': fields.date('End Date',required=True,states={'done':[('readonly',True)]}),
  95         'state' : fields.selection([('draft','Draft'),('confirm','Confirmed'),('validate','Validated'),('done','Done'),('cancel', 'Cancelled')], 'Status', select=True, required=True, readonly=True),
  96         'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'crossovered_budget_id', 'Budget Lines',states={'done':[('readonly',True)]} ),
  97     }
  98
  99     _defaults = {
 100         'state': lambda *a: 'draft',
 101         'creating_user_id': lambda self,cr,uid,context: uid,
 102     }
 103
 104 #   def action_set_to_draft(self, cr, uid, ids, *args):
 105 #       self.write(cr, uid, ids, {'state': 'draft'})
 106 #       wf_service = netsvc.LocalService('workflow')
 107 #       for id in ids:
 108 #           wf_service.trg_create(uid, self._name, id, cr)
 109 #       return True
 110
 111     def budget_confirm(self, cr, uid, ids, *args):
 112         self.write(cr, uid, ids, {
 113             'state':'confirm'
 114         })
 115         return True
 116
 117     def budget_validate(self, cr, uid, ids, *args):
 118         self.write(cr, uid, ids, {
 119             'state':'validate',
 120             'validating_user_id': uid,
 121         })
 122         return True
 123
 124     def budget_cancel(self, cr, uid, ids, *args):
 125
 126         self.write(cr, uid, ids, {
 127             'state':'cancel'
 128         })
 129         return True
 130
 131     def budget_done(self, cr, uid, ids, *args):
 132         self.write(cr, uid, ids, {
 133             'state':'done'
 134         })
 135         return True
 136
 137 crossovered_budget()
 138
 139 class crossovered_budget_lines(osv.osv):
 140
 141     def _prac_amt(self, cr, uid, ids,context={}):
 142         res = {}
 143         for line in self.browse(cr, uid, ids):
 144             acc_ids = ','.join([str(x.id) for x in line.general_budget_id.account_ids])
 145             if not acc_ids:
 146                 raise osv.except_osv('Error!',"The General Budget '" + str(line.general_budget_id.name) + "' has no Accounts!" )
 147             date_to = line.date_to
 148             date_from = line.date_from
 149             if context.has_key('wizard_date_from'):
 150                 date_from = context['wizard_date_from']
 151             if context.has_key('wizard_date_to'):
 152                 date_to = context['wizard_date_to']
 153             cr.execute("select sum(amount) from account_analytic_line where account_id=%d and (date between to_date('%s','yyyy-mm-dd') and to_date('%s','yyyy-mm-dd')) and general_account_id in (%s)"%(line.analytic_account_id.id,date_from,date_to,acc_ids))
 154             result=cr.fetchone()[0]
 155             if result==None:
 156                 result=0.00
 157             res[line.id]=result
 158         return res
 159
 160     def _prac(self, cr, uid, ids,name,args,context):
 161         res={}
 162         for line in self.browse(cr, uid, ids):
 163             res[line.id]=self._prac_amt(cr,uid,[line.id],context=context)[line.id]
 164
 165         return res
 166
 167     def _theo_amt(self, cr, uid, ids,context={}):
 168         res = {}
 169         for line in self.browse(cr, uid, ids):
 170             today=datetime.datetime.today()
 171             date_to = today.strftime("%Y-%m-%d")
 172             date_from = line.date_from
 173             if context.has_key('wizard_date_from'):
 174                 date_from = context['wizard_date_from']
 175             if context.has_key('wizard_date_to'):
 176                 date_to = context['wizard_date_to']
 177
 178             if line.paid_date:
 179                 if strToDate(date_to)<=strToDate(line.paid_date):
 180                     theo_amt=0.00
 181                 else:
 182                     theo_amt=line.planned_amount
 183             else:
 184                 total=strToDate(line.date_to) - strToDate(line.date_from)
 185                 elapsed = min(strToDate(line.date_to),strToDate(date_to)) - max(strToDate(line.date_from),strToDate(date_from))
 186                 if strToDate(date_to) < strToDate(line.date_from):
 187                     elapsed = strToDate(date_to) - strToDate(date_to)
 188
 189                 theo_amt=float(elapsed.days/float(total.days))*line.planned_amount
 190
 191             res[line.id]=theo_amt
 192         return res
 193
 194     def _theo(self, cr, uid, ids,name,args,context):
 195         res={}
 196         for line in self.browse(cr, uid, ids):
 197             res[line.id]=self._theo_amt(cr,uid,[line.id],context=context)[line.id]
 198
 199         return res
 200
 201     def _perc(self, cr, uid, ids,name,args,context):
 202         res = {}
 203         for line in self.browse(cr, uid, ids):
 204             if line.theoritical_amount<>0.00:
 205                 res[line.id]=float(line.practical_amount / line.theoritical_amount)*100
 206             else:
 207                 res[line.id]=0.00
 208         return res
 209     _name="crossovered.budget.lines"
 210     _description = "Crossovered Budget Lines"
 211     _columns = {
 212         'crossovered_budget_id': fields.many2one('crossovered.budget', 'Budget Ref', ondelete='cascade', select=True, required=True),
 213         'analytic_account_id': fields.many2one('account.analytic.account', 'Analytic Account Ref',required=True),
 214         'general_budget_id': fields.many2one('account.budget.post', 'Master Budget Ref',required=True),
 215         'date_from': fields.date('Start Date',required=True),
 216         'date_to': fields.date('End Date',required=True),
 217         'paid_date': fields.date('Paid Date'),
 218         'planned_amount':fields.float('Planned Amount',required=True),
 219         'practical_amount':fields.function(_prac,method=True, string='Practical Amount',type='float'),
 220         'theoritical_amount':fields.function(_theo,method=True, string='Theoritical Amount',type='float'),
 221         'percentage':fields.function(_perc,method=True, string='Percentage',type='float'),
 222     }
 223 crossovered_budget_lines()
 224
 225 class account_analytic_account(osv.osv):
 226     _name = 'account.analytic.account'
 227     _inherit = 'account.analytic.account'
 228
 229     _columns = {
 230     'crossovered_budget_line': fields.one2many('crossovered.budget.lines', 'analytic_account_id', 'Budget Lines'),
 231     }
 232
 233 account_analytic_account()
 234
 235 #--------------------------------------------------------------
 236 # moved from account/project/project.py
 237 # ---------------------------------------------------------
 238 # Budgets.
 239 # ---------------------------------------------------------
 240
 241 #class account_analytic_budget_post(osv.osv):
 242 #   _name = 'account.analytic.budget.post'
 243 #   _description = 'Budget item'
 244 #   _columns = {
 245 #       'code': fields.char('Code', size=64, required=True),
 246 #       'name': fields.char('Name', size=256, required=True),
 247 #       'sens': fields.selection( [('charge','Charge'), ('produit','Product')], 'Direction', required=True),
 248 #       'dotation_ids': fields.one2many('account.analytic.budget.post.dotation', 'post_id', 'Expenses'),
 249 #       'account_ids': fields.many2many('account.analytic.account', 'account_analytic_budget_rel', 'budget_id', 'account_id', 'Accounts'),
 250 #   }
 251 #   _defaults = {
 252 #       'sens': lambda *a: 'produit',
 253 #   }
 254 #
 255 #   def spread(self, cr, uid, ids, fiscalyear_id=False, quantity=0.0, amount=0.0):
 256 #
 257 #       dobj = self.pool.get('account.analytic.budget.post.dotation')
 258 #       for o in self.browse(cr, uid, ids):
 259 #           # delete dotations for this post
 260 #           dobj.unlink(cr, uid, dobj.search(cr, uid, [('post_id','=',o.id)]))
 261 #
 262 #           # create one dotation per period in the fiscal year, and spread the total amount/quantity over those dotations
 263 #           fy = self.pool.get('account.fiscalyear').browse(cr, uid, [fiscalyear_id])[0]
 264 #           num = len(fy.period_ids)
 265 #           for p in fy.period_ids:
 266 #               dobj.create(cr, uid, {'post_id': o.id, 'period_id': p.id, 'quantity': quantity/num, 'amount': amount/num})
 267 #       return True
 268 #account_analytic_budget_post()
 269 #
 270 #class account_analytic_budget_post_dotation(osv.osv):
 271 #   _name = 'account.analytic.budget.post.dotation'
 272 #   _description = "Budget item endowment"
 273 #   _columns = {
 274 #       'name': fields.char('Name', size=64),
 275 #       'post_id': fields.many2one('account.analytic.budget.post', 'Item', select=True),
 276 #       'period_id': fields.many2one('account.period', 'Period'),
 277 #       'quantity': fields.float('Quantity', digits=(16,2)),
 278 #       'amount': fields.float('Amount', digits=(16,2)),
 279 #   }
 280 #account_analytic_budget_post_dotation()
 281
 282 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
 283