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[16.0][ADD] budget_appropriation_mis_builder: integrate with OCA mis_builder#735

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[16.0][ADD] budget_appropriation_mis_builder: integrate with OCA mis_builder#735
n3n wants to merge 2 commits into
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16.0-add-budget_appropriation_mis_builder

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@n3n n3n commented May 13, 2026

Summary

  • New module budget_appropriation_mis_builder that wires budget.appropriation.line into OCA mis_builder by adding stored computed debit/credit fields (non-deduct -> debit, deduct -> credit).
  • Defines a MIS Report template รายงานการจัดสรรงบประมาณรายจ่าย แยกตามประเภทงบประมาณ with five expense-category KPIs (51xxx personnel, 52xxx operating, 53xxx capital, 54xxx subsidy, 55xxx other) plus a total, and a default report instance with a yearly period.
  • Adds a รายงาน sub-menu under จัดสรรงบประมาณ with the report action and a debit/credit tree view of appropriation lines.

Test plan

  • Install budget_appropriation_mis_builder; verify debit/credit columns appear on budget.appropriation.line and equal balance (non-deduct) or move to credit for deduct lines.
  • Navigate to จัดสรรงบประมาณ → รายงาน → รายงานการจัดสรรงบประมาณรายจ่าย แยกตามประเภทงบประมาณ and click Preview; KPI rows should match per-account sums from posted/draft appropriations.
  • Switch target_move and date range; values update accordingly.

n3n added 2 commits May 13, 2026 09:08
…n with mis_builder

Add a new module that integrates budget.appropriation.line with OCA mis_builder.

- Extend budget.appropriation.line with stored computed debit/credit fields
  derived from balance and deduct flag (non-deduct -> debit, deduct -> credit),
  satisfying the move_lines_source contract required by mis_builder.
- Define a MIS Report template "รายงานการจัดสรรงบประมาณรายจ่าย แยกตามประเภทงบประมาณ"
  with KPIs for the five expense categories (51xxx personnel, 52xxx operating,
  53xxx capital, 54xxx subsidy, 55xxx other) plus a total KPI.
- Provide a default report instance with a single yearly period.
- Add tree view and menu items under จัดสรรงบประมาณ -> รายงาน.
…tly from menu

Point the menu action at mis_builder.mis_report_instance_result_view_form so
clicking the menu lands on the report preview instead of the editable form,
matching the behavior of the in-form "Preview" button.
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