[ADD] estate: add the real estate module

budget/__init__.py

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+from . import models
+from . import wizard

budget/__manifest__.py

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+{
+    'name': 'Budget',
+    'version': '1.0',
+    'author': 'DhruvKumar Nagar',
+    'summary': 'Manage budgets effectively',
+    'description': """
+        A custom module for creating and managing budgets in Odoo.
+    """,
+    'depends': ['base', 'account'],
+    'data': [
+        'security/ir.model.access.csv',
+        'views/budget_line_view.xml',
+        'views/budget_menu_view.xml',
+        'wizard/budget_wizard_view.xml',
+        'views/budget_views.xml',
+    ],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+    "license": "LGPL-3"
+}

budget/models/__init__.py

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+from . import budget
+from . import budget_line
+from . import account_analytic_line

budget/models/account_analytic_line.py

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+from odoo import models, fields, api
+from odoo.exceptions import ValidationError
+
+
+class AccountAnalyticLine(models.Model):
+    _inherit = "account.analytic.line"
+
+    budget_line_id = fields.Many2one(comodel_name="budget.management.budget.lines")
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            budget_line = self.env["budget.management.budget.lines"].browse(
+                vals.get("budget_line_id")
+            )
+            budget = budget_line.budget_id
+            if budget.on_over_budget == "restriction":
+                if sum(budget_line.analytic_line_ids.mapped("amount"))+vals.get("amount") > budget_line.budget_amount:
+                    raise ValidationError(
+                        "You cannot create a budget line because it exceeds the allowed budget!"
+                    )
+        return super(AccountAnalyticLine, self).create(vals_list)
+
+    def write(self, vals):
+        if "amount" in vals:
+            for record in self:
+                old_amount = record.amount
+                new_amount = vals.get("amount")
+                print(old_amount,new_amount)
+                total_amount = sum(record.budget_line_id.analytic_line_ids.mapped("amount")) + new_amount - old_amount
+
+                budget_line = record.budget_line_id
+                budget = budget_line.budget_id
+                if budget.on_over_budget == "restriction" and total_amount > budget_line.budget_amount:
+                    raise ValidationError(
+                        "You cannot update this budget line because it exceeds the allowed budget!"
+                    )          
+        return super(AccountAnalyticLine, self).write(vals)

budget/models/budget.py

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+from odoo import models, fields, api
+from odoo.exceptions import ValidationError, UserError
+
+class Budget(models.Model):
+    _name = "budget.budget"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+    _description = "Budget Management"
+
+    name = fields.Char(compute="_compute_budget_name", store=True, readonly=True)
+    active = fields.Boolean(default=True)
+    is_favorite = fields.Boolean(default=False)
+    color = fields.Integer(string="Color Index")
+    state = fields.Selection(
+        selection=[
+            ("draft", "Draft"),
+            ("confirmed", "Confirmed"),
+            ("revised", "Revised"),
+            ("done", "Done"),
+        ],
+        required=True,
+        default="draft",
+        tracking=True,
+    )
+    on_over_budget = fields.Selection(
+        selection=[("warning", "Warning"), ("restriction", "Restriction")],
+        tracking=True,
+    )
+    responsible = fields.Many2one(
+        comodel_name="res.users",
+        string="Responsible",
+        tracking=True,
+    )
+    revision_id = fields.Many2one(
+        comodel_name="budget.budget",  # This should point to the same budget model
+        tracking=True,
+        readonly=True,
+    )
+    date_start = fields.Date(string="Start Date", required=True)
+    date_end = fields.Date(string="Expiration Date", required=True, index=True)
+    company_id = fields.Many2one(
+        "res.company",
+        string="Company",
+        default=lambda self: self.env.company,
+    )
+    budget_line_ids = fields.One2many(
+        comodel_name="budget.management.budget.lines", inverse_name="budget_id"
+    )
+    warnings = fields.Text(readonly=True)
+    currency_id = fields.Many2one(
+        comodel_name="res.currency",
+        string="Currency",
+        required=True,
+        default=lambda self: self.env.company.currency_id,
+    )
+
+    @api.depends("date_start", "date_end")
+    def _compute_budget_name(self):
+        for record in self:
+            if record.date_start and record.date_end:
+                start_date = record.date_start.strftime("%Y-%m")
+                end_date = record.date_end.strftime("%Y-%m")
+                record.name = f"Budget {start_date} to {end_date}"
+            else:
+                record.name = "Unknown Budget"
+
+    @api.constrains("date_start", "date_end")
+    def _check_period_overlap(self):
+        for record in self:
+            overlapping_budgets = self.search(
+                [
+                    ("id", "!=", record.id),
+                    ("date_start", "<=", record.date_start),
+                    ("date_end", ">=", record.date_end),
+                    ("company_id", "=", record.company_id.id),
+                ]
+            )
+            if overlapping_budgets:
+                raise ValidationError(
+                    "Cannot create overlapping budgets for the same period and company."
+                )
+
+    def onclick_reset_to_draft(self):
+        for record in self:
+            if record.state != "draft":
+                record.state = "draft"
+
+    def onclick_confirmed(self):
+        for record in self:
+            if record.state == "draft":
+                record.state = "confirmed"
+
+    def onclick_revise(self):
+        for record in self:
+            if record.state != "confirmed":
+                raise UserError("Only confirmed budgets can be revised.")
+
+            # Archive the current record and set its state to 'revised'
+            record.sudo().write({
+                'state': 'revised',
+                'active': False,  # Archive the original record
+                'revision_id': record.id,  # Set the revision_id to refer to the original budget
+            })
+
+            # Create a duplicate budget (this will be the revised budget)
+            duplicate = record.copy()
+
+            # Manually copy related budget lines to the new budget (duplicate)
+            for line in record.budget_line_ids:
+                self.env["budget.management.budget.lines"].create({
+                    'name': line.name,
+                    'budget_id': duplicate.id,  # Link to the duplicated budget
+                    'budget_amount': line.budget_amount,
+                    'analytic_account_id': line.analytic_account_id.id,
+                    # Add any other necessary fields here
+                })
+
+            # Update the duplicate record's state and fields
+            duplicate.sudo().write({
+                'state': 'draft',  # Set the duplicate budget's state to draft
+                'active': True,  # Set the new record as active
+                'responsible': self.env.user.id,  # Set the current user as responsible for the revised budget
+                'revision_id': record.id,  # Set the revision_id to point to the original budget (parent budget)
+                'name': f"{record.name} (Revised)",  # Adjust the name for clarity
+            })
+
+            # Log a message for traceability
+            record.message_post(
+                body="The budget has been revised. A new draft budget has been created.",
+                message_type="notification",
+            )
+
+
+    def onclick_done(self):
+        for record in self:
+            if record.state in ["confirmed", "revised"]:
+                record.state = "done"

budget/models/budget_line.py

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+from odoo import models, fields, api
+from odoo.exceptions import ValidationError, UserError
+
+class BudgetLine(models.Model):
+    _name = "budget.management.budget.lines"
+    _description = "Budget Management Budget Lines"
+
+    name = fields.Char(string="Name")
+    budget_id = fields.Many2one(
+        comodel_name="budget.budget", string="Budget", required=True
+    )
+    state = fields.Selection(related="budget_id.state")
+    budget_amount = fields.Monetary(
+        string="Budget Amount",
+        default=0.0,
+        currency_field="currency_id",
+        help="The total allocated budget for this budget line.",
+    )
+    achieved_amount = fields.Monetary(
+        string="Achieved Amount",
+        default=0.0,
+        compute="_compute_achieved_amount",
+        store=True,
+        currency_field="currency_id",
+    )
+    achieved_percentage = fields.Float(
+        string="Achieved (%)",
+        compute="_compute_achieved_amount",
+        store=True,
+        readonly=True,
+        help="Percentage of the budget achieved based on analytic lines.",
+    )
+    analytic_account_id = fields.Many2one(
+        "account.analytic.account", string="Analytic Account", required=True
+    )
+    analytic_line_ids = fields.One2many(
+        comodel_name="account.analytic.line",
+        inverse_name="budget_line_id",
+        string="Analytic Lines",
+    )
+    over_budget = fields.Monetary(
+        string="Over Budget",
+        compute="_compute_achieved_amount",
+        store=True,
+        help="The amount by which the budget line exceeds its allocated budget.",
+        currency_field="currency_id",
+    )
+    currency_id = fields.Many2one(
+        comodel_name="res.currency",
+        related="budget_id.currency_id",
+        string="Currency",
+        readonly=True,
+    )
+
+    # Add these fields for the Gantt view
+    date_start = fields.Date(string="Start Date", required=True)
+    date_end = fields.Date(string="End Date", required=True)
+
+    @api.depends("analytic_line_ids.amount")
+    def _compute_achieved_amount(self):
+        for record in self:
+            record.achieved_amount = sum(record.analytic_line_ids.mapped("amount"))
+            record.achieved_percentage = (
+                (record.achieved_amount / record.budget_amount) * 100
+                if record.budget_amount > 0
+                else 0.0
+            )
+            record.over_budget = max(0.0, record.achieved_amount - record.budget_amount)
+
+            if (
+                record.budget_id.on_over_budget == "warning"
+                and record.achieved_amount > record.budget_amount
+            ):
+                record.budget_id.warnings = "Achieved amount is more than your budget!"
+            else:
+                record.budget_id.warnings = False
+
+    @api.constrains("budget_amount")
+    def _check_budget_amount(self):
+        for record in self:
+            if record.budget_amount < 0:
+                raise ValidationError("Budget amount cannot be negative.")
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        active_budget = None
+        if self.env.context.get("active_id"):
+            active_budget = self.env["budget.budget"].browse(self.env.context.get("active_id"))
+            if active_budget.state != "draft":
+                raise UserError("Budget lines can only be created when the state is 'draft'.")
+        else:
+            for vals in vals_list:
+                budget_id = vals.get("budget_id")
+                if budget_id:
+                    active_budget = self.env["budget.budget"].browse(budget_id)
+                    break
+
+        if not active_budget:
+            raise UserError("No budget found in context or record.")
+
+        if active_budget.state != "draft":
+            raise UserError("Budget lines can only be created when the state is 'draft'.")
+
+        return super(BudgetLine, self).create(vals_list)

budget/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+
+access_budget_line,budget.line,model_budget_management_budget_lines,,1,1,1,1
+access_budget,budget,model_budget_budget,,1,1,1,1
+access_budget_wizard,budget.wizard,model_add_budget_wizard,,1,1,1,1

budget/views/budget_line_view.xml

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+<odoo>
+    <record id="view_budget_management_budget_line_tree" model="ir.ui.view">
+        <field name="name">budget.line.tree</field>
+        <field name="model">budget.management.budget.lines</field>
+        <field name="arch" type="xml">
+            <list string="Budget Lines"
+                default_order="id desc"
+                sample="1"
+                editable="bottom"
+            >
+                <field name="currency_id" column_invisible="True" />
+                <field string="Budget" name="name" />
+                <field name="budget_id" column_invisible="True" />
+                <field string="Analytic Account" name="analytic_account_id" />
+                <field string="Budget Amount" name="budget_amount" />
+                <field string="Achived Amount" name="achieved_amount" />
+            </list>
+        </field>
+    </record>
+
+    <record id="view_budget_lines_graph" model="ir.ui.view">
+        <field name="name">budget.lines.graph</field>
+        <field name="model">budget.management.budget.lines</field>
+        <field name="arch" type="xml">
+            <graph string="Budget Line Analysis" type="bar">
+                <field name="budget_id" type="row" />
+                <field name="achieved_percentage" type="measure" />
+                <field name="analytic_account_id" type="col" />
+            </graph>
+        </field>
+    </record>
+
+    <record id="view_budget_lines_pivot" model="ir.ui.view">
+        <field name="name">budget.lines.pivot</field>
+        <field name="model">budget.management.budget.lines</field>
+        <field name="arch" type="xml">
+            <pivot string="Budget Line Pivot">
+                <field name="analytic_account_id" type="row" />
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_budget_lines_gantt" model="ir.ui.view">
+        <field name="name">budget.lines.gantt</field>
+        <field name="model">budget.management.budget.lines</field>
+        <field name="arch" type="xml">
+            <gantt string="Budget Lines Timeline" date_start="date_start" date_stop="date_end">
+                <field name="name" />
+                <field name="budget_amount" sum="Total Budget" />
+            </gantt>
+        </field>
+    </record>
+
+    <record id="action_budget_lines" model="ir.actions.act_window">
+        <field name="name">Budget Lines</field>
+        <field name="res_model">budget.management.budget.lines</field>
+        <field name="view_mode">graph,pivot,gantt</field>
+        <field name="context">{}</field>
+    </record>
+
+    <menuitem id="menu_budget_lines" name="Budget Lines"
+        parent="budget_management_menu" action="action_budget_lines" />
+
+</odoo>