[18.0][ADD] budget_control_stock

budget_control_stock/README.rst

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+=======================
+Budget Control on Stock
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4555fce4ea6a0cee91c8b799f9e6ff12636e3f539375ebea491e3465d9270356
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-ecosoft--odoo%2Fbudgeting-lightgray.png?logo=github
+    :target: https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_control_stock
+    :alt: ecosoft-odoo/budgeting
+
+|badge1| |badge2| |badge3|
+
+This module adds budget control on stock operations, so that goods
+issued from inventory consume budget independently from the related
+purchase or sale documents.
+
+When an outgoing transfer (delivery) of an operation type with
+``Commit Budget`` enabled is confirmed, a ``stock.budget.move``
+commitment is created per analytic account. The committed amount is the
+move quantity valued at the configured price source: the product
+standard price (default) or the lot standard price. When the transfer is
+validated, the stock journal entry is posted and recorded as budget
+*actual* (from the stock valuation value), while the original stock
+commitment is released, so the budget consumption moves smoothly from
+*commitment* to *actual*. Cancelling or reverting the transfer removes
+the commitment.
+
+The committed amount can be reviewed on the *Budget Commitment* tab of
+the stock transfer and on the budget monitoring report.
+
+Open stock commitments (transfers confirmed but not yet validated at the
+end of a budget period) are carried forward to the next period together
+with the other commitment types of the standard *Budget Commit Forward*
+document.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+#. Go to *Inventory > Configuration > Operation Types*. #. Open the
+operation type that issues goods from inventory (for example *Delivery
+Orders*) and enable ``Commit Budget``. Confirming a transfer of this
+operation type will then create budget commitments. #. Choose the
+``Budget Price Source`` used to value the commitment:
+
+- *Product Standard Price* (default): use ``product.standard_price``.
+- *Lot Standard Price*: use ``lot.standard_price`` per reserved lot, for
+  FIFO / lot-based costing.
+
+#. Go to *Budgeting > Configuration > Budget Periods*, open the relevant
+period and tick ``On Stock`` to control the budget against stock
+commitments. When ``Control Budget`` is enabled the flag follows it by
+default.
+
+Notes:
+
+- Stock moves must carry an analytic distribution (provided by the
+  *stock_analytic* dependency); commitments are created per analytic
+  account.
+- Recording the related stock journal entry as budget *actual* relies on
+  the standard journal-entry budget flow, so make sure the stock journal
+  entries carry the analytic distribution of the moves.
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Make sure the operation type and the budget period are configured
+(see *Configuration*) and that the budget control sheet of the analytic
+account is in *Controlled* status. #. Create an outgoing transfer
+(delivery) whose stock moves carry an analytic distribution. #. Confirm
+the transfer. For each analytic account, a budget commitment is created
+from the configured price source (product or lot standard price). If the
+budget is not sufficient and the period blocks over-budget transactions,
+confirmation is refused. #. Review the committed amount on the *Budget
+Commitment* tab of the transfer, on the budget control sheet (``Stock``
+column) or on the budget monitoring report. #. Validate the transfer.
+The stock journal entry is posted and recorded as budget *actual*, and
+the matching stock commitment is released, so consumption moves from
+*commitment* to *actual*.
+
+Cancelling, reverting to draft or returning the transfer removes the
+related commitment.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/ecosoft-odoo/budgeting/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/ecosoft-odoo/budgeting/issues/new?body=module:%20budget_control_stock%0Aversion:%2018.0%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
+-------
+
+* Ecosoft
+
+Contributors
+------------
+
+- Saran Lim. <saranl@ecosoft.co.th>
+
+Maintainers
+-----------
+
+.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
+    :target: https://github.com/Saran440
+    :alt: Saran440
+
+Current maintainer:
+
+|maintainer-Saran440| 
+
+This module is part of the `ecosoft-odoo/budgeting <https://github.com/ecosoft-odoo/budgeting/tree/18.0/budget_control_stock>`_ project on GitHub.
+
+You are welcome to contribute.

budget_control_stock/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import report

budget_control_stock/__manifest__.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Budget Control on Stock",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "website": "https://github.com/ecosoft-odoo/budgeting",
+    "depends": ["budget_control", "stock_account", "stock_analytic"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/stock_budget_move_view.xml",
+        "views/stock_picking_type_views.xml",
+        "views/stock_picking_view.xml",
+        "views/budget_period_view.xml",
+        "views/budget_control_view.xml",
+        # "views/budget_commit_forward_view.xml",
+    ],
+    "installable": True,
+    "maintainers": ["Saran440"],
+    "development_status": "Alpha",
+}

budget_control_stock/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+# Master Data
+from . import budget_period
+
+# Operation Data
+from . import budget_control
+from . import budget_commit_forward
+
+# Account Module
+from . import account_budget_move
+from . import account_move
+from . import account_move_line
+
+# Stock Module
+from . import stock_budget_move
+from . import stock_picking_type
+from . import stock_picking
+from . import stock_move

budget_control_stock/models/account_budget_move.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class AccountBudgetMove(models.Model):
+    _inherit = "account.budget.move"
+
+    @api.depends("move_id")
+    def _compute_source_document(self):
+        res = super()._compute_source_document()
+        for rec in self.filtered(lambda r: r.move_line_id.stock_valuation_layer_ids):
+            if rec.source_document:
+                continue
+            stock_moves = rec.move_line_id.stock_valuation_layer_ids.mapped(
+                "stock_move_id"
+            )
+            if stock_moves and stock_moves[0].picking_id:
+                rec.source_document = stock_moves[0].picking_id.display_name
+        return res

budget_control_stock/models/account_move.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    def write(self, vals):
+        """Recompute stock commit when JE state changes.
+
+        recompute_budget_move handles both re-commit and uncommit
+        (via _recommit_via_valuation_lines) in one pass.
+        """
+        res = super().write(vals)
+        if vals.get("state") in ("draft", "posted", "cancel"):
+            stock_moves = self.mapped("stock_valuation_layer_ids.stock_move_id")
+            stock_moves.recompute_budget_move()
+        return res

budget_control_stock/models/account_move_line.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    def _condition_skip_uncommit_stock(self, move):
+        """Skip if this account move line is not related to a stock valuation."""
+        return not move.stock_valuation_layer_ids
+
+    def _get_lot_uncommit_context(self, move):
+        """Return context for lot-based uncommit.
+
+        Each stock valuation JE links to exactly one SVL (one per serial/lot).
+        Always scope the uncommit to the per-SVL qty so cancelling one JE
+        restores only that lot's commitment, not the full move qty.
+        For lot_price source, also override the unit price from the lot.
+        """
+        svls = move.stock_valuation_layer_ids
+        if not svls:
+            return {}
+        svl = svls[0]
+        if not svl.lot_id:
+            return {}
+        stock_move = svl.stock_move_id
+        ctx = {"product_qty": abs(svl.quantity)}
+        if stock_move.picking_id.picking_type_id.budget_price_source == "lot_price":
+            ctx["budget_lot_price"] = svl.lot_id.standard_price
+        return ctx
+
+    def uncommit_stock_budget(self):
+        """Uncommit the budget for related stock moves
+        when the stock valuation entry is in a valid state."""
+        AnalyticAccount = self.env["account.analytic.account"]
+
+        for ml in self:
+            move = ml.move_id
+            # Not related to stock valuation
+            if self._condition_skip_uncommit_stock(move):
+                continue
+
+            # Get the stock.move from the valuation layer
+            stock_moves = move.stock_valuation_layer_ids.mapped("stock_move_id")
+            if not stock_moves:
+                continue
+
+            if move.state == "posted":
+                stock_moves = stock_moves.filtered(
+                    lambda m: m.amount_commit
+                    and any(v > 0 for v in m.amount_commit.values())
+                )
+                if not stock_moves:
+                    # 2-step delivery: SVL is on OUT move (no budget_commit),
+                    # but the commit is on the upstream PICK move.
+                    svl_moves = move.stock_valuation_layer_ids.mapped("stock_move_id")
+                    stock_moves = svl_moves.mapped("move_orig_ids").filtered(
+                        lambda m: m.amount_commit
+                        and any(v > 0 for v in m.amount_commit.values())
+                    )
+                if not stock_moves:
+                    continue
+
+                if ml.analytic_distribution:
+                    analytic_accounts = {
+                        int(aid): AnalyticAccount.browse(int(aid))
+                        for aid in ml.analytic_distribution
+                    }
+                    lot_ctx = self._get_lot_uncommit_context(move)
+                    for analytic_id, _ in ml.analytic_distribution.items():
+                        for stock_move in stock_moves:
+                            stock_move.with_context(**lot_ctx).commit_budget(
+                                reverse=True,
+                                account_move_line_id=ml.id,
+                                date=ml.date_commit,
+                                analytic_account_id=analytic_accounts[int(analytic_id)],
+                            )
+            else:  # Cancel or draft, not commitment line
+                StockMove = self.env["stock.move"]
+                self.env[StockMove._budget_model()].search(
+                    [("account_move_line_id", "=", ml.id)]
+                ).unlink()

budget_control_stock/models/budget_commit_forward.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class BudgetCommitForward(models.Model):
+    _inherit = "budget.commit.forward"
+
+    stock = fields.Boolean(
+        default=True,
+        help="If checked, click review budget commitment will pull stock commitment",
+    )
+    forward_stock_ids = fields.One2many(
+        comodel_name="budget.commit.forward.line",
+        inverse_name="forward_id",
+        string="Stock Moves",
+        domain=[("res_model", "=", "stock.move")],
+    )
+
+    def _get_budget_docline_model(self):
+        res = super()._get_budget_docline_model()
+        if self.stock:
+            res.append("stock.move")
+        return res
+
+    def _get_document_number(self, doc):
+        if doc._name == "stock.move":
+            return f"{doc.picking_id._name},{doc.picking_id.id}"
+        return super()._get_document_number(doc)
+
+    def _get_base_domain_extension(self, res_model):
+        """For module extension"""
+        if res_model == "stock.move":
+            return " AND a.state NOT IN ('cancel', 'draft')"
+        return super()._get_base_domain_extension(res_model)
+
+
+class BudgetCommitForwardLine(models.Model):
+    _inherit = "budget.commit.forward.line"
+
+    res_model = fields.Selection(
+        selection_add=[("stock.move", "Stock Move")],
+        ondelete={"stock.move": "cascade"},
+    )
+    document_id = fields.Reference(
+        selection_add=[("stock.move", "Stock Move")],
+        ondelete={"stock.move": "cascade"},
+    )
+    document_number = fields.Reference(
+        selection_add=[("stock.picking", "Stock Picking")],
+        ondelete={"stock.picking": "cascade"},
+    )

budget_control_stock/models/budget_control.py

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+# Copyright 2026 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class BudgetControl(models.Model):
+    _inherit = "budget.control"
+
+    amount_stock = fields.Monetary(
+        string="Stock",
+        compute="_compute_budget_info",
+        help="Sum of stock amount",
+    )