BudgetIQ — Live Budget Monitor
by Atharva System https://www.atharvasystem.com/odoo-development$ 101.55
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Purchase (purchase) • Accounting (accountant) • Invoicing (account) • Employees (hr) |
| Lines of code | 5958 |
| Technical Name |
budget_iq_live_monitor |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Purchase (purchase) • Accounting (accountant) • Invoicing (account) • Employees (hr) |
| Lines of code | 5958 |
| Technical Name |
budget_iq_live_monitor |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
BudgetIQ — Live Budget Monitor
Proactive corporate budget management with pre-commitment holds, automated Discuss & Email alerts, multi-company consolidation, interactive SVG burn-rate charts, and intuitive manager self-service portals.
Enterprise Edition Exclusive
This application extends Odoo's native Analytic Budget system and requires Odoo 19 Enterprise Edition. It is not supported on Community Edition.
Comprehensive Capabilities
Live Interactive Dashboard
Real-time OWL-powered dashboard with color-coded status cards (ð¢ On Track, ð¡ Watch, ð At Risk, ð´ Over Budget) and clickable summary counters.
Pre-Commitment Holds
Intercepts draft Purchase Orders and HR Expense Sheets before confirmation. Generates soft-warning blocks and locks pending amounts on the dashboard.
SVG Burn-Rate Charts
Interactive SVG velocity charts with color-coded bars, glassmorphic tooltip popovers, and click-to-form navigation for instant budget insights.
Smart Alert Engine
Configure threshold rules (Achieved %, Committed %, Free Amount) and dispatch warnings via Odoo Discuss channels, Inbox, and rich HTML email templates.
Hierarchical User Roles
Four structured security groups — Viewer (read-only), Dept Manager (request revisions), Finance Manager (configure rules), and Admin (full control).
Manager Web Portal
Self-service portal for department managers — review budget balances, filter by status, and request mid-year budget increases without backend access.
Budget Revision Workflow
Structured Draft â Submitted â Approved/Rejected lifecycle. Approval automatically clones budget lines with increased target amounts.
Multi-Company Consolidation
Respects Odoo's native company switcher. Aggregates records across subsidiaries with deduplicated distinct budget counts and per-company breakdowns.
Cooldown & Audit Trail
Control alert frequencies (daily, weekly, monthly) to prevent spam. Maintains immutable alert logs and full chatter audit trails for compliance.
Standard Odoo Budget Configuration Guide
If you are new to Odoo's budgeting system, follow this quick step-by-step setup guide to enable the standard budget feature and create your first budget rules. BudgetIQ seamlessly integrates and builds directly on top of this standard Odoo structure.
Odoo Standard Budget Setup & Configuration Settings
Odoo SettingsTo enable budgeting in Odoo 19 Enterprise, navigate to Accounting → Configuration → Settings, scroll to the Analytics section, check the box for both Analytic Accounting and Budget Management, and click Save. This activates Odoo's native budgeting engine.
Step 1: Enable Budgets
1Go to Accounting → Configuration → Settings. Scroll to the Analytics section, check the box for Budget Management, and click Save.
Step 2: Analytic Plans
2Go to Accounting → Configuration → Analytic Plans. Set up your corporate analytic dimensions (e.g., Department, Project, Cost Center) which will group budget balances.
Step 3: Define Budget Lines
3Go to Accounting → Management → Budgets. Create a Budget, add lines directly selecting the target General Ledger Account, target Analytic Accounts, and Planned Amounts.
Dashboard Multiple Views
Switch seamlessly between three powerful view modes that automatically remember your last active preference.
Card View
Rich visual cards with progress bars, status badges, and inline Spend Details showing linked POs, Bills & Expenses.
High-Density List
Spreadsheet-style ledger grid with sortable columns, expandable row Spend Details, and real-time financial figures.
SVG Chart View
Interactive burn-rate velocity bars with dynamic status colors and click-to-form navigation for instant record access.
Interface Preview
Dashboard — Card View with Summary Counters
DashboardThe main BudgetIQ dashboard in Card View mode. Shows 5 clickable summary cards at the top (Total Budgets, Budgeted Amount, Achieved, Pre-Committed, Free Budget), status filter tabs (All / On Track / Watch / At Risk / Over Budget), the search bar, and the pill capsule view-switcher. Each budget card displays a color-coded status badge, progress bar, and financial breakdown.
High-Density Ledger List View & Spend Details
List ViewSwitch to List View using the pill capsule toggle. The high-density spreadsheet-style ledger displays sortable columns (Budget, Status, Budgeted, Achieved, Committed, Free). Click the expand arrow on any row to reveal the Inline Spend Details Panel, showing outstanding Purchase Orders, Vendor Bills, and Employee Expenses linked to that budget.
Interactive SVG Burn-Rate Charts & Tooltips
Chart ViewSwitch to Chart View to see the interactive SVG burn-rate velocity bars. Each bar is color-coded by status (Emerald for On Track, Amber for Watch, Orange for At Risk, Crimson for Over Budget). Hovering over a bar launches a detailed floating tooltip showing exact breakdowns of Budgeted, Achieved, Pre-Committed, and Free amounts. Clicking a bar navigates directly to the native budget form.
Pre-Commitment Soft Warning Wizard
Pre-CommitmentWhen confirming a Purchase Order or Expense Sheet that would exceed the remaining free budget, BudgetIQ intercepts the action and launches a Warning Wizard popup. The wizard displays the budget name, current free amount, and the overrun amount, requiring explicit user confirmation to proceed or cancel.
Alert Rule Configuration & Cooldown Controls
AlertsThe Alert Rule form view where Finance Managers configure budget monitoring thresholds. Set the threshold type (Achieved %, Committed %, Total %, Free Amount Below), target percentage, notification channels (Discuss Channel, Email, Inbox), cooldown frequency (Daily, Weekly, Monthly), and trigger behavior (Once or Repeat). Includes a "Send Notification" button for immediate send a notification.
Immutable Alert Log & Audit Trail
Alert LogsThe Alert Log list view showing a complete audit trail of every triggered alert. Each log records the rule name, budget, trigger percentage, free amount at trigger time, achieved and committed amounts, notification channels used, and the exact timestamp. Logs are read-only and immutable for compliance purposes.
Manager Web Portal — My Budgets
Portal
The self-service portal at /my/budgets showing the department manager's
assigned budgets. Features status filter tabs (All / On Track / Watch / At Risk / Over
Budget), budget cards with progress bars, financial breakdowns, and a
"Request More Budget" button for submitting mid-year revision requests.
Budget Revision Request Workflow
RevisionsThe Revision Request form showing the complete lifecycle — Draft â Submitted â Approved/Rejected. Displays the source budget, requested increase amount, justification reason, and status bar. On approval, the system automatically clones budget lines with the increased target amounts. All state changes are tracked in the Odoo Chatter with full audit trail.
Multi-Company Consolidated Overview
Multi-Company
The dashboard in multi-company mode showing the consolidated subsidiary overview.
The company switcher dropdown is set to "All Companies", displaying a grid with
per-company budget totals, distinct budget counts, and company name badges on each
card. Respects Odoo's native allowed_company_ids enforcement.
Pre-Commitment Cache & Sync Records
Pre-CommitmentThe Commitment Cache list view showing all tracked pre-commitment records. Each record displays the source document (Purchase Order or Expense Sheet), the linked budget, amount held, and sync status. Includes the "Sync Budget Data" admin action button for manual cache reconciliation.
How It Works
Budget Workflow
Budget Allocation
Finance teams define target limits on Odoo analytic accounts and protect them with configurable threshold parameters and alert rules.
Real-Time Interception
The system intercepts pending spends inside draft Purchase Orders and submitted HR Expense Sheets — tracking pre-commitments before confirmation.
Soft Warning Blocks
Confirming an order that exceeds remaining free budget triggers a Warning Wizard popup — requiring explicit user confirmation or admin override.
Automated Safeguards
Automated Alerts
When departments exceed thresholds, automated warnings fire via Odoo Discuss channels, Inbox notifications, and custom QWeb HTML emails.
Budget Revision Requests
Department heads request mid-year increases from the web portal. Finance approves and the system automatically clones budget lines with increased amounts.
Real-Time Data Sync
All changes reflect instantly on the dashboard. Cron-based cache sync ensures commitment data stays fresh with hourly automated reconciliation.
Structured User Roles
Corporate-grade hierarchical security with strict data isolation per role.
Viewer
Read-only access to assigned budgets. Cannot create, edit, or request revisions. UI buttons dynamically hidden.
Dept Manager
Views own budgets, submits revision requests from portal, monitors spending via dashboard cards and charts.
Finance Manager
Full access to all budgets. Configures alert rules, approves revisions, manages cooldown settings.
Administrator
Complete system control — security groups, cron config, manual sync triggers, and override capabilities.
Spend Details & Tracking
Actual vs Pre-Committed
Dashboard clearly separates Achieved (invoiced actuals) from Pre-Committed (draft POs + submitted expenses) amounts. The Free Budget figure deducts both to show true remaining capacity.
Spend Details Panel
Expand any dashboard card or list row to reveal outstanding Purchase Orders, Vendor Bills, and Employee Expenses — all inline without leaving the dashboard. Read-only security enforced for viewer roles.
Cron-Based Cache Refresh
Hourly automated cron job reconciles commitment cache from PO and expense records. Prevents expensive real-time calculations on large datasets while keeping dashboard data consistently fresh.
PDF & Excel Reports
Export budget data to print-ready PDF reports and fully editable Excel spreadsheets instantly, pre-formatted and standardized for professional corporate presentation.
Configuration Options
| Setting Parameter | Description | Default |
|---|---|---|
| Commitment Cache Sync | Automatically reconciles PO and expense pre-commitment holds via scheduled cron. | Enabled (hourly Cron) |
| Overrun Soft Warning Block | Intercepts PO/Expense confirmation when spent + holds exceeds remaining free budget. | Enabled (0% Free space) |
| Alert Cooldown Period | Mutes triggered alert notifications for a configurable period (Daily, Weekly, Monthly). | Enabled (7 Days) |
| Web-Portal Self Service | Restricts portals, revision requests, and dashboard feeds strictly to responsible users. | Enabled (Strict isolation) |
| Consolidated Company Grid | Shows per-subsidiary breakdowns with deduplicated distinct budget stats. | Enabled |
| Duplicate Rule Prevention | Custom validation blocking duplicate active alert rules for same budget and line. | Enforced |
Automated Background Tasks
BudgetIQ runs highly optimized scheduled operations (Crons) in the background to handle asynchronous calculations, periodic notifications, and data consolidation. This ensures immediate performance on the dashboard while automating daily administrative workflows.
How to Manage Scheduled Actions in Odoo
Odoo administrators can easily customize the running intervals or trigger these background tasks manually:
- Activate Developer Mode in Settings.
- Navigate to Settings → Technical → Automation → Scheduled Actions.
- Search for
"BudgetIQ". - Open any record to change the interval frequency, view run logs, or click "Run Manually" to execute the task immediately!
Odoo Scheduled Actions (Crons) List
System Crons
Evaluate Alert Rules
Scans all active budget alert rules. Dynamically calculates spent balances (achieved + committed + pre-committed) and immediately fires notifications if limits are crossed.
Weekly Budget Digest
Consolidates overall budget performance statistics across all subsidiaries and departments, automatically emailing a dashboard digest to active Finance Managers.
Rebuild Pre-Commitment Cache
Re-synchronizes outstanding draft POs and pending expense sheets to guarantee 100% data consistency. Optimized via indexed queries for zero dashboard latency.
Why Choose This Module?
Proactive Cost Control
Never double-spend. Reserved pre-commitment holds are instantly locked on the dashboard ledger before transactions confirm.
Real-Time Interactive UI
Experience a modern, fast, and responsive user interface. Budgets, spent amounts, and remaining values update dynamically.
Advanced Data Isolation
Enforce strict, secure access controls. Department managers only see their own budgets, while administrators maintain full company-wide oversight.
High-Performance Speed
Engineered for speed. Pre-computed budget calculations and optimized data processing ensure instant dashboard loading at all times.
Seamless Odoo Integration
Works in perfect harmony with standard budget apps. Fully safe to install, upgradeable, and highly compatible with future Odoo updates.
One-Click Export Reports
Generate beautiful PDF summaries and editable Excel sheets instantly, perfect for sharing clear budget audits with stakeholders.
Atharva System
Delivering high-quality Odoo enterprise solutions and customized productivity packages globally.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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