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BudgetModule.md

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Introduction

Tryton should allow to enter budget for accounts or analytic accounts. A budget is a plan over a period to define the balance per sets of accounts.

Objectives and Features

It should be possible to define a budget based on accounts or analytic accounts. It should be possible to compare actual with budget.

Implementation

account_budget should define Mixin to be reused for other similar modules.

Budget

account.budget

  • name: Char
  • company: Many2One to company.company
  • fiscalyear: Many2One to account.fiscalyear
  • parent: Many2One to account.budget
  • children: One2Many to account.budget
  • amount: Numeric in company currency
  • accounts: Many2Many of account.account
  • balance: Function of Numeric with the sum of accounts balance over the fiscal year including the children budget.
  • periods: One2Many to account.budget.period

sum of period must be <= than amount

sum of children must be <= than amount

account must be only once per budget root

account.budget.period

  • budget: Many2One to account.budget
  • period: Many2One to account.period
  • amount: Numeric in company currency
  • balance: Function of Numeric with the sum of accounts balance over the period.

unique per budget and period

A wizard should allow to copy the entire budget tree but changing the fiscal year by a new one (skipping the period as no direct link could be done). It must also have an option to zero the amount.

A wizard should allow to distribute the amount of a budget over all the period using a selected method (default: evenly).

Analytic Budget

analytic_account.budget

Same as account.budget but over date period.

Future Improvements and Ideas

  • Modules base on sale, project etc.
  • Budget debit/credit amount