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[16.0][IMP] account_move_budget: add budget smart button in partner form + add multi-company rules #1956

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[16.0][IMP] account_move_budget: add budget smart button in partner form + add multi-company rules #1956

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d6ae7ac
[IMP] account_move_budget: add smart button in partner form to redire…
MarinaAForgeFlow Oct 25, 2024
24f4f99
[IMP] account_move_budget: add multi-company rules
MarinaAForgeFlow Oct 25, 2024
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2 changes: 2 additions & 0 deletions account_move_budget/__manifest__.py
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Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,9 @@
"depends": ["account", "date_range"],
"data": [
"security/ir.model.access.csv",
"security/account_move_budget.xml",
"views/account_move_budget_line_views.xml",
"views/account_move_budget_views.xml",
"views/res_partner_view.xml",
],
}
1 change: 1 addition & 0 deletions account_move_budget/models/__init__.py
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@@ -1,2 +1,3 @@
from . import account_move_budget
from . import account_move_budget_line
from . import res_partner
32 changes: 32 additions & 0 deletions account_move_budget/models/res_partner.py
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@@ -0,0 +1,32 @@
# Copyright 2024 ForgeFlow S.L. (http://www.forgeflow.com)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import fields, models


class Partner(models.Model):
_inherit = "res.partner"

budget_count = fields.Integer(
"# Budgets", compute="_compute_budget_count", compute_sudo=False
)

def _get_budget_ids(self):
self.ensure_one()
budget_lines = self.env["account.move.budget.line"].search(
[("partner_id", "=", self.id)]
)
return budget_lines.mapped("budget_id.id")

def _compute_budget_count(self):
for partner in self:
partner.budget_count = len(partner._get_budget_ids())

def action_view_budget(self):
self.ensure_one()
budget_ids = self._get_budget_ids()
action = self.env["ir.actions.actions"]._for_xml_id(
"account_move_budget.account_move_budget_act_window"
)
action["domain"] = [("id", "in", budget_ids)]
return action
21 changes: 21 additions & 0 deletions account_move_budget/security/account_move_budget.xml
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@@ -0,0 +1,21 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record model="ir.rule" id="rule_account_move_budget_company">
<field name="name">Account Move Budget Multi-Company</field>
<field name="model_id" ref="account_move_budget.model_account_move_budget" />
<field
name="domain_force"
>['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
</record>

<record model="ir.rule" id="rule_account_move_budget_line_company">
<field name="name">Account Move Budget Line Multi-Company</field>
<field
name="model_id"
ref="account_move_budget.model_account_move_budget_line"
/>
<field
name="domain_force"
>['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
</record>
</odoo>
1 change: 0 additions & 1 deletion account_move_budget/static/description/index.html
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@@ -1,4 +1,3 @@
<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
Expand Down
56 changes: 56 additions & 0 deletions account_move_budget/tests/test_account_move_budget.py
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Expand Up @@ -56,6 +56,46 @@ def setUpClass(cls):
}
)

cls.partner = cls.env["res.partner"].create(
{"name": "Test Partner", "company_id": cls.env.company.id}
)

cls.budget1 = cls.env["account.move.budget"].create(
{
"name": "Budget 1",
"company_id": cls.env.company.id,
"date_from": "2023-01-01",
"date_to": "2023-12-31",
}
)
cls.budget2 = cls.env["account.move.budget"].create(
{
"name": "Budget 2",
"company_id": False,
"date_from": "2024-01-01",
"date_to": "2024-12-31",
}
)

cls.budget_line1 = cls.env["account.move.budget.line"].create(
{
"partner_id": cls.partner.id,
"company_id": cls.env.company.id,
"budget_id": cls.budget1.id,
"date": "2023-01-01",
"account_id": cls.account.id,
}
)
cls.budget_line2 = cls.env["account.move.budget.line"].create(
{
"partner_id": cls.partner.id,
"company_id": False,
"budget_id": cls.budget2.id,
"date": "2024-01-01",
"account_id": cls.account.id,
}
)

def test_01_create_account_move_budget(self):
move_form = Form(self.env["account.move.budget"])
move_form.name = "Budget Test 01"
Expand Down Expand Up @@ -137,3 +177,19 @@ def test_06_raise_account_move_budget(self):
move_line_form.account_id = self.account
with self.assertRaises(ValidationError):
move_line_form.save()

def test_07_compute_budget_info(self):
self.partner._compute_budget_count()
self.assertEqual(self.partner.budget_count, 2)

budget_ids = self.partner._get_budget_ids()
expected_ids = {self.budget1.id, self.budget2.id}
self.assertEqual(set(budget_ids), expected_ids)

def test_08_action_view_budget(self):
action = self.partner.action_view_budget()

budget_ids = self.partner._get_budget_ids()
expected_domain = [("id", "in", budget_ids)]

self.assertEqual(action["domain"], expected_domain)
21 changes: 21 additions & 0 deletions account_move_budget/views/res_partner_view.xml
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@@ -0,0 +1,21 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="view_partner_form_inherit" model="ir.ui.view">
<field name="name">res.partner.form.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<div name="button_box" position="inside">
<button
class="oe_stat_button"
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name="action_view_budget"
type="object"
groups="account.group_account_user"
icon="fa-usd"
>
<field string="Budgets" name="budget_count" widget="statinfo" />
</button>
</div>
</field>
</record>
</odoo>
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