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[20.0][MIG] budget_control - #627

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ecosoft-bot merged 87 commits into
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20.0-mig-budget_control
Nov 1, 2026
Merged

ecosoft-bot merged 87 commits into
20.0from
20.0-mig-budget_control

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@Saran440

@Saran440 Saran440 commented Oct 30, 2026 •

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  • Split module budget_control to base_budget, budget_control, budget_plan
  • Redesign dimension on analytic_distribution instead of budget_plan_detail. So, I think it will deduct module.
  • Implement analytic multi-company to standard and budget control support multi-company
  • else...

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Saran440 force-pushed the 20.0-mig-budget_control branch from c96b387 to 0b83c4b Compare October 30, 2026 13:36
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/ocabot merge nobump

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@Saran440 The merge process could not start, because of exception 403 Must have push access to view repository collaborators..

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Saran440 force-pushed the 20.0-mig-budget_control branch 3 times, most recently from 31c9759 to 4a4670d Compare November 1, 2026 13:37
@ecosoft-bot ecosoft-bot added mod:budget_control Module budget_control mod:base_budget Module base_budget mod:budget_plan Module budget_plan series:20.0 needs review labels Nov 1, 2026
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Saran440 force-pushed the 20.0-mig-budget_control branch from 4a4670d to f833b1d Compare November 1, 2026 13:49
Budget periods, from budget_control: the period, its dates, scope and
companies, with a notebook for the settings of budget applications, so
that they share their periods.
- Budget periods move to base_budget, budget plans to budget_plan.
- Budget dimensions: each analytic row of a distribution commits its
  budget analytic, with the accounts of the plans without Control Budget
  as dimensions of budget moves, monitoring and forwards.
- Analytic continuation: continuing analytics (without Budget Period)
  extend, yearly ones continue as another analytic (Continues As), with
  the Continue in Budget Period wizard.
- Commitment forwards: reviewed and edited in bulk, carried where
  analytics continue and to other dimensions, targets checked before
  forwarding (mandatory plans, company, dates), reversed only while
  their documents did not move on.
- Balance forwards: the available balance after the commitments, carried
  once per period, where analytics continue.
- Hooks for extension modules: the budget moves a period checks,
  extensible monitoring branches, developer notes.
- Fixes: budget settings of the document company, tax included mode,
  KPI of each move of a committed line, date ranges of every plan table,
  flush before reading the monitoring, commitments before actuals in the
  monitoring, multi-company display.
@Saran440
Saran440 force-pushed the 20.0-mig-budget_control branch 2 times, most recently from dd7aebe to cbe38be Compare November 1, 2026 14:17
Budget plans, from budget_control: plan the budget of the analytic
accounts of a period and create or update their budget control sheets.

- Yearly analytics of the period and continuing analytics open in it.
- Details allocate a plan line by budget dimension, its New Budget and
  Forward Balance, and with Control Allocation the budget check keeps
  commitments and actuals within them, also those carried forward.
@Saran440
Saran440 force-pushed the 20.0-mig-budget_control branch from cbe38be to 37d73b5 Compare November 1, 2026 14:51
@Saran440

Saran440 commented Nov 1, 2026

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/ocabot merge nobump

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This PR looks fantastic, let's merge it!
Prepared branch 20.0-ocabot-merge-pr-627-by-Saran440-bump-nobump, awaiting test results.

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ecosoft-bot merged commit 5104457 into 20.0 Nov 1, 2026
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Congratulations, your PR was merged at e0128d9. Thanks a lot for contributing to ecosoft-odoo. ❤️

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ecosoft-bot deleted the 20.0-mig-budget_control branch November 1, 2026 15:20
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3 participants