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# encoding: utf-8
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2011 MSF, TeMPO consulting
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
from osv import fields, osv
from tools.translate import _
import datetime
class msf_budget(osv.osv):
_name = "msf.budget"
_description = 'MSF Budget'
_trace = True
def _get_total_budget_amounts(self, cr, uid, ids, field_names=None, arg=None, context=None):
res = {}
sql = """
SELECT expense.budget_id, COALESCE(expense.total, 0.0) - COALESCE(income.total, 0.0) AS diff
FROM (
SELECT budget_id, SUM(COALESCE(month1 + month2 + month3 + month4 + month5 + month6 + month7 + month8 + month9 + month10 + month11 + month12, 0.0)) AS total
FROM msf_budget_line AS l, account_account AS a, account_account_type AS t
WHERE budget_id IN %s
AND l.account_id = a.id
AND a.user_type = t.id
AND t.code = 'expense'
AND a.type != 'view'
AND l.line_type = 'destination'
GROUP BY budget_id
) AS expense
LEFT JOIN (
SELECT budget_id, SUM(COALESCE(month1 + month2 + month3 + month4 + month5 + month6 + month7 + month8 + month9 + month10 + month11 + month12, 0.0)) AS total
FROM msf_budget_line AS l, account_account AS a, account_account_type AS t
WHERE budget_id IN %s
AND l.account_id = a.id
AND a.user_type = t.id
AND t.code = 'income'
AND a.type != 'view'
AND l.line_type = 'destination'
GROUP BY budget_id
) AS income ON expense.budget_id = income.budget_id"""
cr.execute(sql, (tuple(ids),tuple(ids),))
tmp_res = cr.fetchall()
if not tmp_res:
return res
for b_id in ids:
res.setdefault(b_id, 0.0)
res.update(dict(tmp_res))
return res
def _get_instance_type(self, cr, uid, ids, field_names=None, arg=None, context=None):
"""
Retrieve instance type regarding cost center id and check on instances which one have this cost center as "top cost center for budget"
"""
if not context:
context = {}
res = {}
for budget in self.browse(cr, uid, ids):
res[budget.id] = 'project'
if budget.cost_center_id:
target_ids = self.pool.get('account.target.costcenter').search(cr, uid, [('cost_center_id', '=', budget.cost_center_id.id), ('is_top_cost_center', '=', True), ('instance_id.level', '=', 'coordo')])
if target_ids:
res[budget.id] = 'coordo'
if not budget.cost_center_id.parent_id:
res[budget.id] = 'section'
return res
def _search_instance_type(self, cr, uid, obj, name, args, context=None):
"""
Search all budget that have a cost coster used in a top_cost_center for an instance for the given type
"""
res = []
if not context:
context = {}
if not args:
return res
if args[0] and args[0][2]:
target_ids = self.pool.get('account.target.costcenter').search(cr, uid, [('is_top_cost_center', '=', True), ('instance_id.level', '=', 'coordo')])
coordo_ids = [x and x.cost_center_id and x.cost_center_id.id for x in self.pool.get('account.target.costcenter').browse(cr, uid, target_ids)]
hq_ids = self.pool.get('account.analytic.account').search(cr, uid, [('parent_id', '=', False)])
if isinstance(hq_ids, (int, long)):
hq_ids = [hq_ids]
if args[0][2] == 'section':
return [('cost_center_id', 'in', hq_ids)]
elif args[0][2] == 'coordo':
return [('cost_center_id', 'in', coordo_ids)]
elif args[0][2] == 'project':
return [('cost_center_id', 'not in', hq_ids), ('cost_center_id', 'not in', coordo_ids)]
return res
_columns = {
'name': fields.char('Name', size=64, required=True),
'code': fields.char('Code', size=64, required=True),
'fiscalyear_id': fields.many2one('account.fiscalyear', 'Fiscal Year', required=True),
'state': fields.selection([('draft','Draft'),('valid','Validated'),('done','Done')], 'State', select=True, required=True),
'cost_center_id': fields.many2one('account.analytic.account', 'Cost Center', domain=[('category', '=', 'OC'), ('type', '=', 'normal')], required=True),
'decision_moment_id': fields.many2one('msf.budget.decision.moment', 'Decision Moment', required=True),
'decision_moment_order': fields.related('decision_moment_id', 'order', string="Decision Moment Order", readonly=True, store=True, type="integer"),
'version': fields.integer('Version'),
'currency_id': fields.many2one('res.currency', 'Currency', required=True),
'type': fields.selection([('normal', 'Normal'), ('view', 'View')], string="Budget type"),
'total_budget_amount': fields.function(_get_total_budget_amounts, method=True, store=False, string="Total Budget Amount", type="float", readonly=True),
'instance_type': fields.function(_get_instance_type, fnct_search=_search_instance_type, method=True, store=False, string='Instance type', type='selection', selection=[('section', 'HQ'), ('coordo', 'Coordo'), ('project', 'Project')], readonly=True),
}
_defaults = {
'currency_id': lambda self,cr,uid,c: self.pool.get('res.users').browse(cr, uid, uid, c).company_id.currency_id.id,
'state': 'draft',
'type': 'normal',
}
_order = 'decision_moment_order desc, version, code'
def _check_parent(self, cr, uid, vals, context=None):
"""
Check budget's parent to see if it exist.
Create it if we're on another instance that top cost center one.
Note: context can contains a list of budget lines. This permit to avoid problem of budget line template time consuming.
We hope the copy() will take less time than the creation of an entire budget template.
"""
# Some checks
if context is None:
context = {}
# Prepare some values
top_cost_center = self.pool.get('res.users').browse(cr, uid, uid).company_id.instance_id.top_cost_center_id
ana_obj = self.pool.get('account.analytic.account')
fy_obj = self.pool.get('account.fiscalyear')
tool_obj = self.pool.get('msf.budget.tools')
# Fetch cost center info (id and parent)
cc_id = vals.get('cost_center_id', False)
cc = ana_obj.read(cr, uid, cc_id, ['parent_id'], context=context)
parent_id = cc.get('parent_id', False) and cc.get('parent_id')[0] or False
# Fetch fiscalyear info
fy_id = vals.get('fiscalyear_id', False)
fy = fy_obj.read(cr, uid, fy_id, ['code'])
# Fetch decision moment id
decision_moment_id = vals.get('decision_moment_id', False)
# Check that no parent cost center exists for the given values
if cc_id and cc_id != top_cost_center.id and parent_id:
parent_cost_center = ana_obj.read(cr, uid, parent_id, ['code', 'name'], context=context)
have_parent_budget = self.search(cr, uid, [('fiscalyear_id', '=', fy_id), ('cost_center_id', '=', parent_id), ('decision_moment_id', '=', decision_moment_id)], count=1, context=context)
if have_parent_budget == 0:
# Create budget's parent
budget_vals = {
'name': "Budget " + fy.get('code', '')[4:6] + " - " + parent_cost_center.get('name', ''),
'code': "BU" + fy.get('code')[4:6] + " - " + parent_cost_center.get('code', ''),
'fiscalyear_id': fy_id,
'cost_center_id': parent_id,
'decision_moment_id': decision_moment_id,
'type': 'view'
}
parent_budget_id = self.create(cr, uid, budget_vals, context=context)
# Create budget's line.
tool_obj.create_budget_lines(cr, uid, parent_budget_id, context=context)
# Validate this parent
self.write(cr, uid, [parent_budget_id], {'state': 'valid'}, context=context)
return True
def create(self, cr, uid, vals, context=None):
"""
Create a budget then check its parent.
"""
res = super(msf_budget, self).create(cr, uid, vals, context=context)
# Check parent budget
self._check_parent(cr, uid, vals, context=context)
return res
def write(self, cr, uid, ids, vals, context=None):
"""
Goal is to update parent budget regarding these criteria:
- context is synchronization
- state is in vals
- state is different from draft (validated or done)
"""
if not ids:
return True
if context is None:
context = {}
res = super(msf_budget, self).write(cr, uid, ids, vals, context=context)
if context.get('sync_update_execution', False) and vals.get('state', False) and vals.get('state') != 'draft':
# Update parent budget
self.update_parent_budgets(cr, uid, ids, context=context)
budget = self.browse(cr, uid, ids, context=context)[0]
if budget.type == 'normal' and vals.get('state') == 'done': # do not process for view accounts
ala_obj = self.pool.get('account.analytic.account')
# get parent cc
cc_parent_ids = ala_obj._get_parent_of(cr, uid, budget.cost_center_id.id, context=context)
# exclude the cc of the current budget line
parent_cc_ids = [x for x in cc_parent_ids if x != budget.cost_center_id.id]
# find all ccs which have the same parent
all_cc_ids = ala_obj.search(cr, uid, [('parent_id','in',parent_cc_ids)], context=context)
# remove parent ccs from the list
peer_cc_ids = [x for x in all_cc_ids if x not in parent_cc_ids]
# find peer budget lines based on cc
peer_budget_ids = self.search(cr, uid, [('cost_center_id','in',peer_cc_ids),('decision_moment_id','=',budget.decision_moment_id.id),('fiscalyear_id','=',budget.fiscalyear_id.id),'!',('id','=',budget.id)],context=context)
peer_budgets = self.browse(cr, uid, peer_budget_ids, context=context)
all_done = True
for peer in peer_budgets:
if peer.state != 'done':
all_done = False
if all_done == True:
parent_ids = self.search(cr, uid, [('cost_center_id', 'in', parent_cc_ids),('decision_moment_id','=',budget.decision_moment_id.id),('fiscalyear_id','=',budget.fiscalyear_id.id),'!',('state','=','done')],context=context)
self.write(cr, uid, parent_ids, {'state': 'done'},context=context)
return res
def update(self, cr, uid, ids, context=None):
"""
Update given budget. But only update view one.
"""
# Some checks
if context is None:
context = {}
if isinstance(ids, (int, long)):
ids = [ids]
# Prepare some values
ana_obj = self.pool.get('account.analytic.account')
line_obj = self.pool.get('msf.budget.line')
sql = """
SELECT
SUM(COALESCE(month1, 0)),
SUM(COALESCE(month2, 0)),
SUM(COALESCE(month3, 0)),
SUM(COALESCE(month4, 0)),
SUM(COALESCE(month5, 0)),
SUM(COALESCE(month6, 0)),
SUM(COALESCE(month7, 0)),
SUM(COALESCE(month8, 0)),
SUM(COALESCE(month9, 0)),
SUM(COALESCE(month10, 0)),
SUM(COALESCE(month11, 0)),
SUM(COALESCE(month12, 0))
FROM msf_budget_line
WHERE id IN %s"""
# Filter budget to only update those that are view one
to_update = self.search(cr, uid, [('id', 'in', ids), ('type', '=', 'view')])
# Then update budget, one by one, line by line...
for budget in self.browse(cr, uid, to_update, context=context):
cost_center_id = budget.cost_center_id and budget.cost_center_id.id or False
if not cost_center_id:
raise osv.except_osv(_('Error'), _('Problem while reading Cost Center for the given budget: %s') % (budget.get('name', ''),))
child_cc_ids = ana_obj.search(cr, uid, [('parent_id', 'child_of', cost_center_id)])
budget_ids = []
# For each CC, search the last budget
for cc_id in child_cc_ids:
cc_args = [
('cost_center_id', '=', cc_id),
('type', '!=', 'view'),
('state', '!=', 'draft'),
('decision_moment_id', '=', budget.decision_moment_id.id)
]
corresponding_budget_ids = self.search(cr, uid, cc_args, limit=1, order='version DESC')
if corresponding_budget_ids:
budget_ids.append(corresponding_budget_ids)
# Browse each budget line to update it
for budget_line in budget.budget_line_ids:
line_vals = {
'month1': 0.0,
'month2': 0.0,
'month3': 0.0,
'month4': 0.0,
'month5': 0.0,
'month6': 0.0,
'month7': 0.0,
'month8': 0.0,
'month9': 0.0,
'month10': 0.0,
'month11': 0.0,
'month12': 0.0
}
# search all linked budget lines
args = [('budget_id', 'in', budget_ids), ('account_id', '=', budget_line.account_id.id), ('line_type', '=', budget_line.line_type)]
if budget_line.destination_id:
args.append(('destination_id', '=', budget_line.destination_id.id))
child_line_ids = line_obj.search(cr, uid, args, context=context)
if child_line_ids:
cr.execute(sql, (tuple(child_line_ids),))
if cr.rowcount:
tmp_res = cr.fetchall()
res = tmp_res and tmp_res[0]
if res:
for x in xrange(1, 13, 1):
try:
line_vals.update({'month'+str(x): res[x - 1]})
except IndexError:
continue
line_obj.write(cr, uid, [budget_line.id], line_vals)
return True
def update_parent_budgets(self, cr, uid, ids, context=None):
"""
Search all parent budget and update them.
"""
# Some checks
if context is None:
context = {}
if isinstance(ids, (int, long)):
ids = [ids]
# We only need to update parent budgets.
# So we search all parent cost center (but only them, so we don't care about cost center that are linked to given budgets)
# Then we use these parent cost center to find budget to update (only budget lines)
budgets = self.read(cr, uid, ids, ['cost_center_id'])
cost_center_ids = [x.get('cost_center_id', False) and x.get('cost_center_id')[0] or 0 for x in budgets]
cc_parent_ids = self.pool.get('account.analytic.account')._get_parent_of(cr, uid, cost_center_ids, context=context)
parent_ids = [x for x in cc_parent_ids if x not in cost_center_ids]
to_update = self.search(cr, uid, [('cost_center_id', 'in', parent_ids)])
# Update budgets
self.update(cr, uid, to_update, context=context)
return True
def button_display_type(self, cr, uid, ids, context=None, *args, **kwargs):
"""
Just reset the budget view to give the context to the one2many_budget_lines object
"""
if context is None:
context = {}
if isinstance(ids, (int, long)):
ids = [ids]
# do not erase the previous context!
context.update({
'active_id': ids[0],
'active_ids': ids,
})
return {
'name': _('Budgets'),
'type': 'ir.actions.act_window',
'res_model': 'msf.budget',
'target': 'crush',
'view_mode': 'form,tree',
'view_type': 'form',
'res_id': ids[0],
'context': context,
}
def budget_summary_open_window(self, cr, uid, ids, context=None):
budget_id = False
if not ids:
fiscalyear_id = self.pool.get('account.fiscalyear').find(cr, uid, datetime.date.today(), True, context=context)
prop_instance = self.pool.get('res.users').browse(cr, uid, uid).company_id.instance_id
if prop_instance.top_cost_center_id:
cr.execute("SELECT id FROM msf_budget WHERE fiscalyear_id = %s \
AND cost_center_id = %s \
AND state != 'draft' \
ORDER BY decision_moment_order DESC, version DESC LIMIT 1",
(fiscalyear_id,
prop_instance.top_cost_center_id.id))
if cr.rowcount:
# A budget was found
budget_id = cr.fetchall()[0][0]
else:
if isinstance(ids, (int, long)):
ids = [ids]
budget_id = ids[0]
if budget_id:
parent_line_id = self.pool.get('msf.budget.summary').create(cr,
uid, {'budget_id': budget_id}, context=context)
if parent_line_id:
context.update({'display_fp': True})
return {
'type': 'ir.actions.act_window',
'res_model': 'msf.budget.summary',
'view_type': 'tree',
'view_mode': 'tree',
'target': 'current',
'domain': [('id', '=', parent_line_id)],
'context': context
}
return {}
def action_confirmed(self, cr, uid, ids, context=None):
"""
At budget validation we should update all parent budgets.
To do this, each parent need to take all its validated children budget at the last version.
"""
# Some checks
if context is None:
context = {}
if isinstance(ids, (int, long)):
ids = [ids]
# Only validate budget that are draft!
to_validate = []
for budget in self.read(cr, uid, ids, ['state']):
if budget.get('state', '') and budget.get('state') == 'draft':
to_validate.append(budget.get('id', 0))
# Change budget statuses. Important in order to include given budgets in their parents!
self.write(cr, uid, to_validate, {'state': 'valid'}, context=context)
# Update parent budget
self.update_parent_budgets(cr, uid, to_validate, context=context)
return True
def unlink(self, cr, uid, ids, context=None):
'''
UFTP-156: Make sure that the validated budget cannot be deleted
'''
for budget in self.browse(cr, uid, ids, context=context):
if budget.state == 'valid':
raise osv.except_osv(_('Error'), _('You cannot delete the validated budget!'))
return super(msf_budget, self).unlink(cr, uid, budget.id, context=context)
msf_budget()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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