[MIG][17.0] mis_builder_budget, mis_builder_demo

mis_builder_budget/README.rst

@@ -17,24 +17,25 @@ MIS Builder Budget
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
-    :target: https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget
+    :target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder_budget
     :alt: OCA/mis-builder
 .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
-    :target: https://translation.odoo-community.org/projects/mis-builder-16-0/mis-builder-16-0-mis_builder_budget
+    :target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder_budget
     :alt: Translate me on Weblate
 .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
-    :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=16.0
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
     :alt: Try me on Runboat
 
 |badge1| |badge2| |badge3| |badge4| |badge5|
 
 Create budgets for MIS reports.
 
-This module lets you create budgets for any MIS report. Several budgets can be
-created for a given report template (ie one budget per year). Budget figures
-are provided by KPI or by GL account, with different time periods. A budget can
-then be selected as a data source for a MIS report column, and the report will
-show the budgeted values for each KPI, adjusted for the period of the column.
+This module lets you create budgets for any MIS report. Several budgets
+can be created for a given report template (ie one budget per year).
+Budget figures are provided by KPI or by GL account, with different time
+periods. A budget can then be selected as a data source for a MIS report
+column, and the report will show the budgeted values for each KPI,
+adjusted for the period of the column.
 
 **Table of contents**
 
@@ -44,152 +45,161 @@ show the budgeted values for each KPI, adjusted for the period of the column.
 Usage
 =====
 
-There are two ways to use this module: create budgets by KPI or budgets by
-GL accounts. Currently, the two methods cannot be combined in the same budget.
+There are two ways to use this module: create budgets by KPI or budgets
+by GL accounts. Currently, the two methods cannot be combined in the
+same budget.
 
 **Budget by KPIs**
 
-To use this this mode, you first need to flag at least some KPI in a MIS report
-to be budgetable. You also need to configure the accumulation method on the KPI
-according to their type.
+To use this this mode, you first need to flag at least some KPI in a MIS
+report to be budgetable. You also need to configure the accumulation
+method on the KPI according to their type.
 
 The accumulation method determines how budgeted values spanning over a
 time period are transformed to match the reporting period.
 
-* Sum: values of shorter period are added, values of longest or partially overlapping
-  periods are adjusted pro-rata temporis (eg monetary amount such as revenue).
-* Average: values of included period are averaged with a pro-rata temporis weight.
-  Typically used for values that do not accumulate over time (eg a number of employees).
+-  Sum: values of shorter period are added, values of longest or
+   partially overlapping periods are adjusted pro-rata temporis (eg
+   monetary amount such as revenue).
+-  Average: values of included period are averaged with a pro-rata
+   temporis weight. Typically used for values that do not accumulate
+   over time (eg a number of employees).
 
-When KPI are configured, you need to create a budget, using the MIS Budget (by
-KPIs) menu, then click on the budget items button to create or import the
-budgeted amounts for all your KPI and time periods.
+When KPI are configured, you need to create a budget, using the MIS
+Budget (by KPIs) menu, then click on the budget items button to create
+or import the budgeted amounts for all your KPI and time periods.
 
 **Budget by GL accounts**
 
 You can also create budgets by GL accounts. In this case, the budget is
-populated with one line per GL account (and optionally analytic account and/or
-tags) and time period.
+populated with one line per GL account (and optionally analytic account
+and/or tags) and time period.
 
 **Add budget columns to report instances**
 
 Finally, a column (aka period) must be added to a MIS report instance,
-selecting your newly created budget as a data source. The data will be adjusted
-to the reporting period when displayed. Columns can be compared by adding a
-column of type "comparison" or "sum".
+selecting your newly created budget as a data source. The data will be
+adjusted to the reporting period when displayed. Columns can be compared
+by adding a column of type "comparison" or "sum".
 
 Known issues / Roadmap
 ======================
 
-The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
-and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
-be found on GitHub.
+The mis_builder
+`roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
+and `known
+issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
+can be found on GitHub.
 
 Changelog
 =========
 
 16.0.5.0.0 (2023-04-01)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Features**
 
-- Migration to 16.0.
-
-  - removal of analytic fetures because the upstream ``analytic_distribution`` mechanism
-    is not compatible; support may be introduced in separate module, depending on use
-    cases (`#472 <https://github.com/OCA/mis-builder/issues/472>`_)
+-  Migration to 16.0.
 
+   -  removal of analytic fetures because the upstream
+      ``analytic_distribution`` mechanism is not compatible; support may
+      be introduced in separate module, depending on use cases
+      (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
 
 **Bugfixes**
 
-- Fix display of budgets in presence of sub KPIs. (`#428 <https://github.com/OCA/mis-builder/issues/428>`_)
-
+-  Fix display of budgets in presence of sub KPIs.
+   (`#428 <https://github.com/OCA/mis-builder/issues/428>`__)
 
 14.0.4.0.0 (2022-01-08)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Features**
 
-- A label field has been added to MIS Budget by Account items. When overlap between budget
-  items is allowed this allows creating a budget with several contributions for a given
-  account. (`#382 <https://github.com/OCA/mis-builder/issues/382>`_)
-- The balance field on MIS Budget by Account items is now writeable. This allows for
-  easier data entry and import. (`#383 <https://github.com/OCA/mis-builder/issues/383>`_)
-- MIS Budget by Account can now be configured to allow budget items with overlapping
-  dates. Each overlapping item contributes to the budget of the corresponding period. (`#384 <https://github.com/OCA/mis-builder/issues/384>`_)
-
+-  A label field has been added to MIS Budget by Account items. When
+   overlap between budget items is allowed this allows creating a budget
+   with several contributions for a given account.
+   (`#382 <https://github.com/OCA/mis-builder/issues/382>`__)
+-  The balance field on MIS Budget by Account items is now writeable.
+   This allows for easier data entry and import.
+   (`#383 <https://github.com/OCA/mis-builder/issues/383>`__)
+-  MIS Budget by Account can now be configured to allow budget items
+   with overlapping dates. Each overlapping item contributes to the
+   budget of the corresponding period.
+   (`#384 <https://github.com/OCA/mis-builder/issues/384>`__)
 
 14.0.3.5.1 (2021-04-06)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Bugfixes**
 
-- Fix incorrect budget by account multi company security rules. (`#347 <https://github.com/OCA/mis-builder/issues/347>`_)
-
+-  Fix incorrect budget by account multi company security rules.
+   (`#347 <https://github.com/OCA/mis-builder/issues/347>`__)
 
 13.0.3.5.0 (2020-03-28)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Features**
 
-- Budget by GL account: allow budgeting by GL account in addition to the
-  existing mechanism to budget by KPI. Budget items have a begin and end
-  date, and when reporting a pro-rata temporis adjustment is made to match
-  the reporting period. (`#259 <https://github.com/OCA/mis-builder/issues/259>`_)
-
+-  Budget by GL account: allow budgeting by GL account in addition to
+   the existing mechanism to budget by KPI. Budget items have a begin
+   and end date, and when reporting a pro-rata temporis adjustment is
+   made to match the reporting period.
+   (`#259 <https://github.com/OCA/mis-builder/issues/259>`__)
 
 13.0.3.4.0 (2020-01-??)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 Migration to odoo 13.0.
 
 12.0.3.4.0 (2019-10-26)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Bugfixes**
 
-- Consider analytic tags too when detecting overlapping budget items.
-  Previously only analytic account was considered, and this overlap detection
-  mechanism was overlooked when analytic tags were added to budget items. (`#241 <https://github.com/oca/mis-builder/issues/241>`_)
-
+-  Consider analytic tags too when detecting overlapping budget items.
+   Previously only analytic account was considered, and this overlap
+   detection mechanism was overlooked when analytic tags were added to
+   budget items.
+   (`#241 <https://github.com/oca/mis-builder/issues/241>`__)
 
 11.0.3.3.0 (2019-01-13)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 **Features**
 
-- Support analytic filters. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)
-
+-  Support analytic filters.
+   (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
 
 11.0.3.2.1 (2018-06-30)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
-- [IMP] Support analytic tags in budget items
-  (`#100 <https://github.com/OCA/mis-builder/pull/100>`_)
+-  [IMP] Support analytic tags in budget items
+   (`#100 <https://github.com/OCA/mis-builder/pull/100>`__)
 
 11.0.3.2.0 (2018-05-02)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
-- [FIX] #NAME error in out-of-order computation of non
-  budgetable items in budget columns
-  (`#68 <https://github.com/OCA/mis-builder/pull/69>`_)
+-  [FIX] #NAME error in out-of-order computation of non budgetable items
+   in budget columns
+   (`#68 <https://github.com/OCA/mis-builder/pull/69>`__)
 
 11.0.3.1.1 (2018-02-04)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 Migration to Odoo 11. No new feature.
-(`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
+(`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
 
 10.0.3.1.0 (2017-11-14)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 New features:
 
-- [ADD] multi-company record rule for MIS Budgets
-  (`#27 <https://github.com/OCA/mis-builder/issues/27>`_)
+-  [ADD] multi-company record rule for MIS Budgets
+   (`#27 <https://github.com/OCA/mis-builder/issues/27>`__)
 
 10.0.1.1.1 (2017-10-01)
-~~~~~~~~~~~~~~~~~~~~~~~
+-----------------------
 
 First version.
 
@@ -199,29 +209,29 @@ Bug Tracker
 Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
 In case of trouble, please check there if your issue has already been reported.
 If you spotted it first, help us to smash it by providing a detailed and welcomed
-`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_budget%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
 
 Do not contact contributors directly about support or help with technical issues.
 
 Credits
 =======
 
 Authors
-~~~~~~~
+-------
 
 * ACSONE SA/NV
 
 Contributors
-~~~~~~~~~~~~
+------------
 
-* Stéphane Bidoul <[email protected]>
-* Adrien Peiffer <[email protected]>
-* Benjamin Willig <[email protected]>
-* Artem Kostyuk <[email protected]>
-* Dzung Tran <[email protected]>
+-  Stéphane Bidoul <[email protected]>
+-  Adrien Peiffer <[email protected]>
+-  Benjamin Willig <[email protected]>
+-  Artem Kostyuk <[email protected]>
+-  Dzung Tran <[email protected]>
 
 Maintainers
-~~~~~~~~~~~
+-----------
 
 This module is maintained by the OCA.
 
@@ -241,6 +251,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
 
 |maintainer-sbidoul| 
 
-This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget>`_ project on GitHub.
+This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder_budget>`_ project on GitHub.
 
 You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

mis_builder_budget/__manifest__.py

@@ -5,7 +5,7 @@
     "name": "MIS Builder Budget",
     "summary": """
         Create budgets for MIS reports""",
-    "version": "16.0.5.0.2",
+    "version": "17.0.1.0.0",
     "license": "AGPL-3",
     "author": "ACSONE SA/NV, " "Odoo Community Association (OCA)",
     "website": "https://github.com/OCA/mis-builder",
@@ -22,7 +22,7 @@
         "security/mis_budget_by_account.xml",
         "views/mis_budget_by_account.xml",
     ],
-    "installable": False,
+    "installable": True,
     "development_status": "Production/Stable",
     "maintainers": ["sbidoul"],
 }

mis_builder_budget/readme/CONTRIBUTORS.md

@@ -0,0 +1,5 @@
+- Stéphane Bidoul \<<[email protected]>\>
+- Adrien Peiffer \<<[email protected]>\>
+- Benjamin Willig \<<[email protected]>\>
+- Artem Kostyuk \<<[email protected]>\>
+- Dzung Tran \<<[email protected]>\>

mis_builder_budget/readme/DESCRIPTION.md

@@ -0,0 +1,8 @@
+Create budgets for MIS reports.
+
+This module lets you create budgets for any MIS report. Several budgets
+can be created for a given report template (ie one budget per year).
+Budget figures are provided by KPI or by GL account, with different time
+periods. A budget can then be selected as a data source for a MIS report
+column, and the report will show the budgeted values for each KPI,
+adjusted for the period of the column.