[IMP] account_budget_oca: Add report for budget lines

account_budget_oca/__init__.py

@@ -1,3 +1,5 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
 from . import models
+from . import report
+from . import wizards

account_budget_oca/__manifest__.py

@@ -16,6 +16,8 @@
         'views/account_analytic_account_views.xml',
         'views/account_budget_views.xml',
         'views/res_config_settings_views.xml',
+        'wizards/report_budget_lines_wizard_views.xml',
+        'report/report_budget_lines_views.xml',
     ],
     'demo': ['data/account_budget_demo.xml'],
 }

account_budget_oca/models/account_budget.py

@@ -168,7 +168,11 @@ def _compute_practical_amount(self):
 
     @api.multi
     def _compute_theoretical_amount(self):
-        today = fields.Datetime.now()
+        date = self.env.context.get('budget_date')
+        if date:
+            date = date
+        else:
+            date = fields.Datetime.now()
         for line in self:
             # Used for the report
 
@@ -183,14 +187,14 @@ def _compute_theoretical_amount(self):
                     from_string(line.date_to) -
                     from_string(line.date_from))
                 elapsed_timedelta = (
-                    from_string(today) - (from_string(line.date_from)))
+                    from_string(date) - (from_string(line.date_from)))
 
                 if elapsed_timedelta.days < 0:
                     # If the budget line has not started yet, theoretical
                     # amount should be zero
                     theo_amt = 0.00
                 elif (line_timedelta.days > 0 and
-                      from_string(today) < from_string(line.date_to)):
+                      from_string(date) < from_string(line.date_to)):
                     # If today is between the budget line date_from and
                     # date_to
                     theo_amt = (

account_budget_oca/report/__init__.py

@@ -0,0 +1,3 @@
+#  License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from . import report_budget_lines

account_budget_oca/report/report_budget_lines.py

@@ -0,0 +1,121 @@
+#  Copyright 2022 Simone Rubino - TAKOBI
+#  License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from odoo import fields
+from odoo.models import TransientModel
+
+
+class ReportBudgetLinesHeader (TransientModel):
+    _name = 'account_budget_oca.budget_lines_report.header'
+    _description = "Budget Report Header"
+
+    date = fields.Date()
+    line_ids = fields.One2many(
+        comodel_name='account_budget_oca.budget_lines_report',
+        inverse_name='report_header_id',
+    )
+
+    def _prepare_report_lines(self):
+        self.ensure_one()
+        budget_lines = self.env['crossovered.budget.lines'].search([])
+        budget_lines_values = budget_lines \
+            .with_context(
+                budget_date=self.date,
+            ) \
+            .read(
+                fields=[
+                    'id',
+                    'crossovered_budget_id',
+                    'analytic_account_id',
+                    'general_budget_id',
+                    'date_from',
+                    'date_to',
+                    'planned_amount',
+                    'practical_amount',
+                    'theoretical_amount',
+                    'percentage',
+                    'company_id',
+                ],
+                load=None,
+            )
+        report_id = self.id
+        for budget_line_values in budget_lines_values:
+            line_id = budget_line_values.pop('id')
+            budget_line_values.update({
+                'crossovered_budget_line_id': line_id,
+                'report_header_id': report_id
+            })
+        return budget_lines_values
+
+    def compute_report_data(self):
+        self.ensure_one()
+        report_lines_values = self._prepare_report_lines()
+        report_lines = self.env['account_budget_oca.budget_lines_report'] \
+            .create(report_lines_values)
+        return report_lines
+
+    def show_result(self):
+        lines = self.mapped('line_ids')
+        lines_action = self.env['ir.actions.act_window'] \
+            .for_xml_id('account_budget_oca', 'budget_lines_report_action')
+        lines_action['domain'] = [
+            ('id', 'in', lines.ids),
+        ]
+        return lines_action
+
+
+class ReportBudgetLines (TransientModel):
+    _name = 'account_budget_oca.budget_lines_report'
+    _description = "Budget Report Lines"
+
+    report_header_id = fields.Many2one(
+        comodel_name='account_budget_oca.budget_lines_report.header',
+        string="Report Header",
+        readonly=True,
+    )
+    crossovered_budget_line_id = fields.Many2one(
+        comodel_name='crossovered.budget.lines',
+        string="Budget Line",
+        readonly=True,
+    )
+    crossovered_budget_id = fields.Many2one(
+        comodel_name='crossovered.budget',
+        string="Budget",
+        readonly=True,
+    )
+    analytic_account_id = fields.Many2one(
+        comodel_name='account.analytic.account',
+        string='Analytic Account',
+        readonly=True,
+    )
+    general_budget_id = fields.Many2one(
+        comodel_name='account.budget.post',
+        string='Budgetary Position',
+        readonly=True,
+    )
+    date_from = fields.Date(
+        string='Start Date',
+        readonly=True,
+    )
+    date_to = fields.Date(
+        string='End Date',
+        readonly=True,
+    )
+    planned_amount = fields.Float(
+        readonly=True,
+    )
+    practical_amount = fields.Float(
+        readonly=True,
+    )
+    theoretical_amount = fields.Float(
+        readonly=True,
+    )
+    percentage = fields.Float(
+        string='Achievement',
+        readonly=True,
+    )
+    company_id = fields.Many2one(
+        comodel_name='res.company',
+        string="Company",
+        readonly=True,
+    )

account_budget_oca/report/report_budget_lines_views.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+  ~ Copyright 2022 Simone Rubino - TAKOBI
+  ~ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+  -->
+<odoo>
+    <record model="ir.ui.view" id="budget_lines_report_view_pivot">
+        <field name="name">Budget Report Lines Pivot view</field>
+        <field name="model">account_budget_oca.budget_lines_report</field>
+        <field name="arch" type="xml">
+            <pivot>
+                <field name="analytic_account_id" groups="analytic.group_analytic_accounting" type="row"/>
+                <field name="date_to" type="col" interval="month"/>
+                <field name="practical_amount" type="measure" widget="monetary"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="budget_lines_report_view_tree">
+        <field name="name">Budget Report Lines Tree view</field>
+        <field name="model">account_budget_oca.budget_lines_report</field>
+        <field name="arch" type="xml">
+            <tree string="Budget Lines">
+                <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
+                <field name="date_from"/>
+                <field name="date_to"/>
+                <field name="planned_amount" widget="monetary"/>
+                <field name="practical_amount" widget="monetary"/>
+                <field name="theoretical_amount" widget="monetary"/>
+                <field name="percentage"/>
+            </tree>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="budget_lines_report_action">
+        <field name="name">Budgets</field>
+        <field name="res_model">account_budget_oca.budget_lines_report</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">pivot,tree,form</field>
+    </record>
+</odoo>

account_budget_oca/tests/__init__.py

@@ -3,3 +3,4 @@
 from . import common
 from . import test_theoreticalamount
 from . import test_account_budget
+from . import test_lines_report

account_budget_oca/tests/test_lines_report.py

@@ -0,0 +1,46 @@
+#  Copyright 2022 Simone Rubino - TAKOBI
+#  License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import fields
+from odoo.tests import Form
+from .common import TestAccountBudgetCommon
+
+
+class TestLinesReport (TestAccountBudgetCommon):
+
+    def test_report_theoretical_amount(self):
+        """
+        The report shows the budget lines amounts in a specified date.
+        """
+        # Clean any other budget line that might concur in the report
+        self.env['crossovered.budget.lines'].search([]).unlink()
+        # Arrange: Create a budget of 1000 for the next 10 days
+        date_from = fields.Date.today() + relativedelta(days=1)
+        date_to = date_from + relativedelta(days=10)
+        budget_form = Form(self.env['crossovered.budget'])
+        budget_form.name = "Test budget"
+        budget_form.date_from = date_from
+        budget_form.date_to = date_to
+        with budget_form.crossovered_budget_line_ids.new() as line:
+            line.planned_amount = 1000
+            line.general_budget_id = self.account_budget_post_sales0
+        budget = budget_form.save()
+        # pre-condition: Right now, the theoretical amount is 0
+        budget_lines = budget.mapped('crossovered_budget_line_ids')
+        budget_theoretical_amount = sum(budget_lines.mapped('theoretical_amount'))
+        self.assertEqual(budget_theoretical_amount, 0)
+
+        # Act: Create the report for 5 days from now
+        wizard_form = Form(self.env['account_budget_oca.budget_lines_report.wizard'])
+        wizard_form.date = date_from + relativedelta(days=5)
+        wizard = wizard_form.save()
+        report_action = wizard.generate()
+        report_lines_model = report_action.get('res_model')
+        report_lines_domain = report_action.get('domain')
+        report_lines = self.env[report_lines_model].search(report_lines_domain)
+
+        # Assert: The report show that the theoretical amount is 500
+        report_theoretical_amount = sum(report_lines.mapped('theoretical_amount'))
+        self.assertEqual(report_theoretical_amount, 500)

account_budget_oca/wizards/__init__.py

@@ -0,0 +1,3 @@
+#  License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from . import report_budget_lines_wizard

account_budget_oca/wizards/report_budget_lines_wizard.py

@@ -0,0 +1,24 @@
+#  Copyright 2022 Simone Rubino - TAKOBI
+#  License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+
+from odoo import fields
+from odoo.models import TransientModel
+
+
+class ReportBudgetLinesWizard (TransientModel):
+    _name = 'account_budget_oca.budget_lines_report.wizard'
+    _description = "Budget Report Wizard"
+
+    date = fields.Date(
+        default=fields.Date.today,
+    )
+
+    def generate(self):
+        self.ensure_one()
+        report_header = \
+            self.env['account_budget_oca.budget_lines_report.header'] \
+            .create({
+                'date': self.date,
+            })
+        report_header.compute_report_data()
+        return report_header.show_result()

account_budget_oca/wizards/report_budget_lines_wizard_views.xml

@@ -0,0 +1,48 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+  ~ Copyright 2022 Simone Rubino - TAKOBI
+  ~ License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
+  -->
+<odoo>
+    <record id="report_budget_lines_wizard_view_form" model="ir.ui.view">
+        <field name="name">Form view</field>
+        <field name="model">account_budget_oca.budget_lines_report.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <group>
+                        <group name="description">
+                            <p>
+                                Show a report on the budget lines.
+                                <br/>
+                                Time-sensitive fields are computed injecting <strong>Date</strong>.
+                            </p>
+                        </group>
+                        <group name="configuration">
+                            <field name="date"/>
+                        </group>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="generate" type="object" string="Show" class="btn-primary"/>
+                    or
+                    <button string="Cancel" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="report_budget_lines_wizard_action">
+        <field name="name">Budget to date</field>
+        <field name="res_model">account_budget_oca.budget_lines_report.wizard</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+    <menuitem
+        id="report_budget_lines_wizard_menu"
+        parent="account.account_reports_management_menu"
+        action="report_budget_lines_wizard_action"
+    />
+</odoo>