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[ADD] account_analytic_report: New module account_analytic_report
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======================== | ||
Account Analytic Reports | ||
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
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!! source digest: sha256:e3b2f8d263dd282038c6d240451ddf65612a4d8dfbf754af136900aa97285230 | ||
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |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-OCA%2Faccount--financial--reporting-lightgray.png?logo=github | ||
:target: https://github.com/OCA/account-financial-reporting/tree/17.0/account_analytic_report | ||
:alt: OCA/account-financial-reporting | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/account-financial-reporting-17-0/account-financial-reporting-17-0-account_analytic_report | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module introduces an analytic report that provides an intuitive way | ||
to view and analyze analytic balances. It simplifies the process, | ||
offering enhanced insights and making it easier to leverage this | ||
information effectively. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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Using this module is straightforward. Follow these steps: | ||
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- | **Navigate to the Report**: | ||
| Go to **Invoicing** -> **Reporting** -> **Analytic Trial Balance**. | ||
- | **Customize the Report with Filters**: | ||
| Adjust the report using the available options: | ||
- | **Group by Analytic Account**: | ||
| Groups the results by analytic accounts instead of financial | ||
accounts. | ||
- | **Show Hierarchy and Limit Hierarchy Level**: | ||
| Displays the amounts split by the hierarchy levels of financial | ||
accounts. | ||
- | **Filter Accounts**: | ||
| When used independently (without grouping by analytic accounts | ||
or showing hierarchy), the results will be split by both | ||
financial accounts. | ||
| **Example**: Filtering by accounts *Test 1* and *Test 2*: | ||
.. code:: text | ||
| Initial Balance | Test 1 | Test 2 | Ending Balance | ||
400000 | 0 | $3600 | $2400 | $6000 | ||
- | **Show Months** (Excel export only): | ||
| Enabled when filtering accounts without grouping by analytic | ||
accounts or showing hierarchy. It generates a separate sheet in | ||
the Excel file for each filtered account, detailing the amounts | ||
by month within the selected date range. | ||
Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/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/OCA/account-financial-reporting/issues/new?body=module:%20account_analytic_report%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* APSL-Nagarro | ||
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Contributors | ||
------------ | ||
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- `APSL-Nagarro <https://apsl.tech>`__: | ||
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- Bernat Obrador | ||
- Miquel Alzanillas | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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.. |maintainer-BernatObrador| image:: https://github.com/BernatObrador.png?size=40px | ||
:target: https://github.com/BernatObrador | ||
:alt: BernatObrador | ||
.. |maintainer-miquelalzanillas| image:: https://github.com/miquelalzanillas.png?size=40px | ||
:target: https://github.com/miquelalzanillas | ||
:alt: miquelalzanillas | ||
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-BernatObrador| |maintainer-miquelalzanillas| | ||
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This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/17.0/account_analytic_report>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import report | ||
from . import wizard |
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# Copyright 2024 (APSL - Nagarro) Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Account Analytic Reports", | ||
"version": "17.0.1.0.0", | ||
"summary": "OCA Analytic Reports", | ||
"author": "APSL-Nagarro, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/account-financial-reporting", | ||
"category": "Account", | ||
"depends": ["analytic", "account_financial_report"], | ||
"maintainers": ["BernatObrador", "miquelalzanillas"], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"wizard/trial_balance_analytic_wizard_view.xml", | ||
"menuitems.xml", | ||
"reports.xml", | ||
"report/templates/trial_balance_analytic.xml", | ||
"views/report_trial_balance_analytic.xml", | ||
"views/account_analytic_line.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
"account_analytic_report/static/src/js/*", | ||
], | ||
}, | ||
"application": False, | ||
"installable": True, | ||
"auto_install": False, | ||
"license": "AGPL-3", | ||
} |
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