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[ADD] mis_builder_analytic: New module
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==================== | ||
MIS Builder Analytic | ||
==================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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%2Fmis--builder-lightgray.png?logo=github | ||
:target: https://github.com/OCA/mis-builder/tree/11.0/mis_builder_analytic | ||
:alt: OCA/mis-builder | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/mis-builder-11-0/mis-builder-11-0-mis_builder_analytic | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/248/11.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows you to create a MIS report using Analytic entries as data | ||
source | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Go to *Invoicing -> Reporting -> MIS Reporting -> MIS Reports*. | ||
#. Create a new *MIS Report* | ||
#. On *MIS Report* form view enable comparison mode and create a new Period | ||
on *Columns* tab. | ||
#. In this form view select *Actuals (alternative)* option on the field | ||
*Source* and select *MIS Account Analytic Line* on the field | ||
*Move lines source*, | ||
#. Complete the rest of the report fields and click on Preview button. | ||
#. Yow will se the report based on Account Analytic Lines. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder_analytic%0Aversion:%2011.0%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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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
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* Ernesto Tejeda | ||
* Pedro M. Baeza | ||
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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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This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/11.0/mis_builder_analytic>`_ 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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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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from . import models |
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# Copyright 2018 Tecnativa - Ernesto Tejeda | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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{ | ||
'name': 'MIS Builder Analytic', | ||
'summary': "Provide account analytic lines for MIS builder reports", | ||
'version': '11.0.1.0.0', | ||
'license': 'AGPL-3', | ||
'author': 'Tecnativa, ' | ||
'Odoo Community Association (OCA)', | ||
'website': 'https://github.com/OCA/mis-builder', | ||
'depends': [ | ||
'mis_builder', | ||
], | ||
'data': [ | ||
'views/mis_account_analytic_line_views.xml', | ||
'security/ir.model.access.csv', | ||
], | ||
'installable': True, | ||
} |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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from . import mis_account_analytic_line |
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# Copyright 2018 Tecnativa - Ernesto Tejeda | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). | ||
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from odoo import api, fields, models, tools | ||
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class MisAccountAnalyticLine(models.Model): | ||
_name = "mis.account.analytic.line" | ||
_auto = False | ||
_description = "MIS Account Analytic Line" | ||
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date = fields.Date() | ||
analytic_line_id = fields.Many2one( | ||
string="Analytic entry", | ||
comodel_name='account.analytic.line', | ||
) | ||
account_id = fields.Many2one( | ||
string='Account', | ||
comodel_name='account.analytic.account', | ||
) | ||
company_id = fields.Many2one( | ||
string='Company', | ||
comodel_name='res.company', | ||
) | ||
balance = fields.Float( | ||
string='Balance', | ||
) | ||
debit = fields.Float( | ||
string='Debit', | ||
) | ||
credit = fields.Float( | ||
string='Credit', | ||
) | ||
state = fields.Selection( | ||
[('draft', 'Unposted'), ('posted', 'Posted')], | ||
string='Status', | ||
) | ||
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@api.model_cr | ||
def init(self): | ||
tools.drop_view_if_exists(self._cr, 'mis_account_analytic_line') | ||
self._cr.execute(""" | ||
CREATE OR REPLACE VIEW mis_account_analytic_line AS ( | ||
SELECT | ||
aal.id AS id, | ||
aal.id AS analytic_line_id, | ||
aal.date as date, | ||
aal.account_id as account_id, | ||
aal.company_id as company_id, | ||
'posted'::VARCHAR as state, | ||
CASE | ||
WHEN aal.amount >= 0.0 THEN aal.amount | ||
ELSE 0.0 | ||
END AS credit, | ||
CASE | ||
WHEN aal.amount < 0 THEN (aal.amount * -1) | ||
ELSE 0.0 | ||
END AS debit, | ||
aal.amount as balance | ||
FROM | ||
account_analytic_line aal | ||
)""") |
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
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||
* Ernesto Tejeda | ||
* Pedro M. Baeza |
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This module allows you to create a MIS report using Analytic entries as data | ||
source |
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To use this module, you need to: | ||
|
||
#. Go to *Invoicing -> Reporting -> MIS Reporting -> MIS Reports*. | ||
#. Create a new *MIS Report* | ||
#. On *MIS Report* form view enable comparison mode and create a new Period | ||
on *Columns* tab. | ||
#. In this form view select *Actuals (alternative)* option on the field | ||
*Source* and select *MIS Account Analytic Line* on the field | ||
*Move lines source*, | ||
#. Complete the rest of the report fields and click on Preview button. | ||
#. Yow will se the report based on Account Analytic Lines. |
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink | ||
access_mis_account_analytic_line,access_mis_account_analytic_line,model_mis_account_analytic_line,analytic.group_analytic_accounting,1,0,0,0 |
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