from itertools import zip_longest from odoo import api, Command, fields, models, _ from odoo.exceptions import ValidationError from odoo.tools import date_utils, float_is_zero, float_round class AccountReportBudget(models.Model): _name = 'account.report.budget' _description = "Accounting Report Budget" _order = 'sequence, id' sequence = fields.Integer(string="Sequence") name = fields.Char(string="Name", required=True) item_ids = fields.One2many(string="Items", comodel_name='account.report.budget.item', inverse_name='budget_id') company_id = fields.Many2one(string="Company", comodel_name='res.company', required=True, default=lambda x: x.env.company) @api.constrains('name') def _contrains_name(self): for budget in self: if not budget.name: raise ValidationError(_("Please enter a valid budget name.")) @api.model_create_multi def create(self, create_values): for values in create_values: if name := values.get('name'): values['name'] = name.strip() return super().create(create_values) def _create_or_update_budget_items(self, value_to_set, account_id, rounding, date_from, date_to): """ This method will create / update several budget items following the number of months between date_from(include) and date_to(include). :param value_to_set: The value written by the user in the report cell. :param account_id: The related account id. :param rounding: The rounding for the decimal precision. :param date_from: The start date for the budget item creation. :param date_to: The end date for the budget item creation. """ self.ensure_one() date_from, date_to = fields.Date.to_date(date_from), fields.Date.to_date(date_to) existing_budget_items = self.env['account.report.budget.item'].search_fetch([ ('budget_id', '=', self.id), ('account_id', '=', account_id), ('date', '<=', date_to), ('date', '>=', date_from), ], ['id', 'amount']) total_amount = sum(existing_budget_items.mapped('amount')) value_to_compute = value_to_set - total_amount if float_is_zero(value_to_compute, precision_digits=rounding): # In case the computed amount equals 0, we do an early return as # it's not necessary to create new budget item return start_month_dates = [ date_utils.start_of(date, 'month') for date in date_utils.date_range(date_from, date_to) ] # Fill a list with the same amounts for each month amounts = [float_round(value_to_compute / len(start_month_dates), precision_digits=rounding, rounding_method='DOWN')] * len(start_month_dates) # Add the remainder in the last amount amounts[-1] += float_round(value_to_compute - sum(amounts), precision_digits=rounding) budget_items_commands = [] for existing_budget_item, start_month_date, amount in zip_longest(existing_budget_items, start_month_dates, amounts): if existing_budget_item: budget_items_commands.append(Command.update(existing_budget_item.id, { 'amount': existing_budget_item.amount + amount, })) else: budget_items_commands.append(Command.create({ 'account_id': account_id, 'amount': amount, 'date': start_month_date, })) if budget_items_commands: self.item_ids = budget_items_commands # Make sure that the model is flushed before continuing the code and fetching these new items self.env['account.report.budget.item'].flush_model() def copy_data(self, default=None): vals_list = super().copy_data(default=default) return [dict(vals, name=self.env._("%s (copy)", budget.name)) for budget, vals in zip(self, vals_list)] def copy(self, default=None): new_budgets = super().copy(default) for old_budget, new_budget in zip(self, new_budgets): for item in old_budget.item_ids: item.copy({ 'budget_id': new_budget.id, 'account_id': item.account_id.id, 'amount': item.amount, 'date': item.date, }) return new_budgets class AccountReportBudgetItem(models.Model): _name = 'account.report.budget.item' _description = "Accounting Report Budget Item" budget_id = fields.Many2one(string="Budget", comodel_name='account.report.budget', required=True, ondelete='cascade') account_id = fields.Many2one(string="Account", comodel_name='account.account', required=True) amount = fields.Float(string="Amount", default=0) date = fields.Date(required=True)