[18.0][ADD] budget_control_sale_stock

budget_control_sale_stock/README.rst

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+=================================
+Budget Control on Sale with Stock
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:479b9ffbc2cb8822ece2e276c8e1252ba1c2b76e32bbd889cec520fbd551b46e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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_sale_stock
+    :alt: ecosoft-odoo/budgeting
+
+|badge1| |badge2| |badge3|
+
+This module is a bridge between budget_control_stock and sale_stock.
+
+When a Sale Order is confirmed, the system auto-creates a Delivery Order
+(DO). At this point, the Budget Control may not yet be confirmed (the
+user needs to set KPIs first). This module bypasses the stock budget
+commit check during SO confirmation so the DO can be created without a
+budget error.
+
+After SO confirmation, all subsequent DO operations (validate,
+unreserve, etc.) enforce the budget check normally, requiring the user
+to confirm the Budget Control before the DO can be processed.
+
+.. 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:
+
+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_sale_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_sale_stock>`_ project on GitHub.
+
+You are welcome to contribute.

budget_control_sale_stock/__init__.py

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

budget_control_sale_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 Sale with 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",
+        "sale_stock",
+        "sale_project",
+        "sale_margin",
+        "sale_stock_analytic",
+    ],
+    "data": ["views/budget_control_views.xml", "views/sale_order_views.xml"],
+    "installable": True,
+    "maintainers": ["Saran440"],
+    "development_status": "Alpha",
+}

budget_control_sale_stock/models/__init__.py

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

budget_control_sale_stock/models/budget_control.py

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+# Copyright 2026 Ecosoft Co., Ltd. (<http://ecosoft.co.th>)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from odoo import api, fields, models
+
+
+class BudgetControl(models.Model):
+    _inherit = "budget.control"
+
+    sale_order_ids = fields.Many2many(
+        comodel_name="sale.order",
+        relation="budget_control_sale_order_rel",
+        column1="budget_control_id",
+        column2="sale_order_id",
+        string="Sale Orders",
+        copy=False,
+    )
+    sale_order_count = fields.Integer(compute="_compute_sale_order_count")
+    sale_price = fields.Float(
+        compute="_compute_sale_fields",
+        store=True,
+    )
+    gross_profit = fields.Float(
+        compute="_compute_sale_fields",
+        store=True,
+    )
+    gross_profit_percent = fields.Float(
+        compute="_compute_sale_fields",
+        store=True,
+    )
+
+    @api.depends("sale_order_ids")
+    def _compute_sale_order_count(self):
+        for rec in self:
+            rec.sale_order_count = len(rec.sale_order_ids)
+
+    @api.depends("sale_order_ids.amount_total", "allocated_amount")
+    def _compute_sale_fields(self):
+        for rec in self:
+            sale_price = sum(rec.sale_order_ids.mapped("amount_total"))
+            profit = sale_price - rec.allocated_amount
+            rec.sale_price = sale_price
+            rec.gross_profit = profit
+            rec.gross_profit_percent = (
+                (profit / sale_price * 100) if sale_price else 0.0
+            )
+
+    def action_open_sale_order(self):
+        self.ensure_one()
+        return {
+            "name": self.env._("Sale Orders"),
+            "type": "ir.actions.act_window",
+            "res_model": "sale.order",
+            "view_mode": "list,form",
+            "domain": [("id", "in", self.sale_order_ids.ids)],
+        }

budget_control_sale_stock/models/sale_order.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
+from odoo.exceptions import UserError
+from odoo.fields import Command
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    budget_control_id = fields.Many2one(
+        comodel_name="budget.control",
+        index=True,
+        copy=False,
+    )
+
+    def action_confirm(self):
+        """Bypass stock budget commit check during SO confirmation.
+
+        When SO is confirmed, the system auto-creates a Delivery Order (DO).
+        Budget Control may not yet be confirmed at this point (user needs to
+        set KPIs first). The bypass context prevents the budget check from
+        failing during DO creation. Subsequent DO operations (validate, etc.)
+        will enforce the budget check normally, forcing the user to confirm
+        the Budget Control before proceeding.
+        """
+        return super(
+            SaleOrder, self.with_context(skip_budget_commit=True)
+        ).action_confirm()
+
+    def action_create_budget_control(self):
+        """Manual create budget control"""
+        self.ensure_one()
+        self._create_project_budget_control()
+        return True
+
+    def _action_confirm(self):
+        res = super()._action_confirm()
+        self.filtered(
+            lambda rec: not rec.budget_control_id
+        )._create_project_budget_control()
+        return res
+
+    def _create_project_budget_control(self):
+        BudgetPeriod = self.env["budget.period"]
+        BudgetControl = self.env["budget.control"]
+        for order in self:
+            project = order.project_id
+            if not project or not project.account_id:
+                continue
+            date = order.date_order.date() if order.date_order else fields.Date.today()
+            budget_period = BudgetPeriod.search(
+                [("bm_date_from", "<=", date), ("bm_date_to", ">=", date)],
+                limit=1,
+            )
+            if not budget_period:
+                raise UserError(
+                    self.env._(
+                        f"No budget period found for date {date} "
+                        f"on sale order {order.name}."
+                    )
+                )
+            existing = BudgetControl.search(
+                [
+                    ("analytic_account_id", "=", project.account_id.id),
+                    ("budget_period_id", "=", budget_period.id),
+                    ("state", "!=", "cancel"),
+                ],
+                limit=1,
+            )
+            if existing:
+                # New SO on same analytic+period: add to existing budget.
+                # Same SO re-confirmed (reset to draft): skip to avoid
+                # doubling the allocated amount.
+                if order not in existing.sale_order_ids:
+                    add_amount = sum(
+                        line.purchase_price * line.product_uom_qty
+                        for line in order.order_line
+                    )
+                    existing.write(
+                        {
+                            "allocated_amount": existing.allocated_amount + add_amount,
+                            "sale_order_ids": [Command.link(order.id)],
+                        }
+                    )
+                    existing.action_draft()
+                order.budget_control_id = existing.id
+            else:
+                vals = order._prepare_budget_control_vals(project, budget_period)
+                budget_control = BudgetControl.create(vals)
+                order.budget_control_id = budget_control.id
+
+    def _prepare_budget_control_vals(self, project, budget_period):
+        self.ensure_one()
+        allocated_amount = sum(
+            line.purchase_price * line.product_uom_qty for line in self.order_line
+        )
+        return {
+            "name": project.name,
+            "analytic_account_id": project.account_id.id,
+            "budget_period_id": budget_period.id,
+            "plan_date_range_type_id": budget_period.plan_date_range_type_id.id,
+            "currency_id": self.company_id.currency_id.id,
+            "allocated_amount": allocated_amount,
+            "sale_order_ids": [Command.link(self.id)],
+        }
+
+    def action_open_budget_control(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "budget.control",
+            "view_mode": "form",
+            "res_id": self.budget_control_id.id,
+        }

budget_control_sale_stock/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

budget_control_sale_stock/readme/CONTRIBUTORS.md

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+- Saran Lim <saranl@ecosoft.co.th>

budget_control_sale_stock/readme/DESCRIPTION.md

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+This module is a bridge between budget_control_stock and sale_stock.
+
+When a Sale Order is confirmed, the system auto-creates a Delivery Order (DO).
+At this point, the Budget Control may not yet be confirmed (the user needs to
+set KPIs first). This module bypasses the stock budget commit check during SO
+confirmation so the DO can be created without a budget error.
+
+After SO confirmation, all subsequent DO operations (validate, unreserve, etc.)
+enforce the budget check normally, requiring the user to confirm the Budget
+Control before the DO can be processed.