Commit Graph

53 Commits

Author SHA1 Message Date
Carolina Fernandez
6d6937346a [17.0][IMP] account_financial_report: Set custom intervales in aged report 2024-11-29 15:38:41 +07:00
Henrik Norlin
9bf114754e [IMP] account_financial_report: reversed variable only_one_unaffected_earnings_account 2024-11-29 15:38:41 +07:00
Christoph Abenthung
d2c0d9ccb8 [16.0][FIX]account_financial_report: missing accounts 2024-11-29 15:38:41 +07:00
Henrik Norlin
e6904a2449 [MIG] account_financial_report: Migration to 17.0 2024-11-29 15:38:41 +07:00
David Ramia
4de4c3d2b1 [MIG] account_financial_report: Migration to 16.0 2024-11-29 15:38:41 +07:00
Ernesto Tejeda
4af9e021a7 [IMP] account_financial_report: Remove 'Computed Accounts' option from 'trial balance'. 2024-11-29 15:38:41 +07:00
Víctor Martínez
5868931866 [FIX] account_financial_report: Show records in general ledger when not grouped. 2024-11-29 15:38:41 +07:00
Víctor Martínez
f400a79317 [IMP] account_financial_report: Add tax grouping in general ledger
TT38721
2024-11-29 15:38:41 +07:00
Víctor Martínez
9807b68953 [IMP] account_financial_report: Refactor
TT38721
2024-11-29 15:38:41 +07:00
Abraham Anes
10fd4a2e37 [14.0][FIX] account_financial_report: Memory problems setting filters
Fixes #814
2024-11-29 15:38:41 +07:00
Jasmin Solanki
2b45a4c62f [MIG] account_financial_report: Migration to 15.0 2024-11-29 15:38:41 +07:00
Stefan Rijnhart
60de5236d8 [UPD] Update account_financial_report.pot
[a0cb11bb] [FIX] Journal ledger wizard to inherit from abstract report wizard

Fixes
    AttributeError: type object 'journal.ledger.report.wizard' has no attribute
    'button_export_xlsx'

Regression of #735
2024-11-29 15:38:41 +07:00
Joan Sisquella
68d7bb5e7a [IMP] account_financial_report: abstract for avoiding duplicated code and increase readability 2024-11-29 15:38:41 +07:00
Joan Sisquella
a04f638f23 [FIX] account_financial_report: filter cancelled journal items 2024-11-29 15:38:41 +07:00
Lois Rilo
31bed0f68f [13.0][FIX] account_financial_report: Correct all uses of
self.env.user.company_id. Also move company_id to the
wizard abstract model.
2024-11-29 15:38:41 +07:00
Abraham Anes
edb0fcb184 [14.0][FIX] account_financial_reporting: wrong view_id 2024-11-29 15:38:41 +07:00
valen
93d3792bae [IMP] account_financial_report: added 'auto sequence' option in Journal Ledger 2024-11-29 15:38:40 +07:00
João Marques
0abfff7f16 [FIX] account_financial_report: allow navigation on all fields
Pass res_id correctly to lines to allow navigation on the fields

In the open items ledger, the res_id attribute of the invoice
in the report was getting: (id, move_name)
The result was that, when clicking the line, it would redirect
to a new record, instead of the existing.
This passes only the id to the line, solving that issue.

Fix menu item name

TT29371
2024-11-29 15:38:40 +07:00
Cas Vissers
6a3b23106e [FIX] Default company should not be used since it doesn't mutate when switching companies. 2024-11-29 15:38:40 +07:00
João Marques
12034178bb [MIG] account_financial_report: Migration to 14.0
Since v14, Odoo defines the `__slots__` attribute in the `BaseModel` class (ea3e39506a)
This makes it impossible to add attributes to an instance like it was done here in v13.
The use of the `report_data` dictionary passed between method is the closes and simples solution to this "issue".

TT26415

Co-authored-by: Alex Cuellar <acuellar@grupoyacck.com>
2024-11-29 15:38:40 +07:00
Alex Cuellar
e250c0583d [IMP] account_financial_report: black, isort, prettier 2024-11-29 15:38:40 +07:00
mreficent
dc3431b348 [UPD] Eficent -> ForgeFlow 2024-11-29 15:38:40 +07:00
Joan Sisquella
fda4a2a169 [FIX] General ledger XLSX: solved mistake in the info 2024-11-29 15:38:40 +07:00
Joan Sisquella
e8cdafc8d0 [IMP] domain widget performance fix 2024-11-29 15:38:40 +07:00
Joan Sisquella
fd18f5c312 [ADD] domain field for additional filtering 2024-11-29 15:38:40 +07:00
Andrea
8cb94660e0 [FIX] translation not loaded 2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
707b147c6c [IMP] account_financial_report:
* fix speed issue in VAT report
* rename Cost Center to Analytic Account in General Ledger
2024-11-29 15:38:40 +07:00
Joan Sisquella
74d5e67a76 [IMP] account_financial_report:
* filter by analytic_account
2024-11-29 15:38:40 +07:00
Joan Sisquella
6f32057364 [IMP] account_financial_report: Fix VAT Report and other improvements 2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
e4377eb3bb [IMP] account_financial_report: multiple fixes and improvements 2024-11-29 15:38:40 +07:00
Joan Sisquella
cbaabca8ae [IMP] account_financial_report: open_items
* added option "show_partner_details"
2024-11-29 15:38:40 +07:00
Joan Sisquella
177447155f [IMP] account_financial_report: select accounts between two codes 2024-11-29 15:38:40 +07:00
Joan Sisquella
7d96ea4f74 [IMP] account_financial_report: open_items & aged_partner_balance
* Now account_ids is empty by default and required
* Domain is applied in the selection of the accounts
2024-11-29 15:38:40 +07:00
Ernesto Tejeda
712d4a898a [MIG] account_financial_report: Migration to 13.0 2024-11-29 15:38:40 +07:00
Ernesto Tejeda
40c874a112 [IMP] account_financial_report: black, isort 2024-11-29 15:38:40 +07:00
Joan Sisquella
1227d53d4f [12.0] account_financial_report: refactor 2024-11-29 15:38:40 +07:00
i-vyshnevska
77f8b7cebe [FIX] account_financial_report: add group access to report actions (#579) 2024-11-29 15:38:40 +07:00
eLBati
2360900be1 [MIG] account_financial_report: Finalize migration to 12.0
* Move back to CSS and FIX

  NameError: variable @odoo-view-background-color is undefined in - on line 99, column 23:
  98 .o_account_financial_reports_page {
  99     background-color: @odoo-view-background-color;
  100     color: @odoo-main-text-color;

* Porting: parent_left does not exist anymore. Using parent_path + account code to sort report lines

* FIX js error with date object not converted to string while clicking on initial balance amount
  See https://user-images.githubusercontent.com/1033131/58337566-5d525c80-7e46-11e9-913a-3c3e0115fb3e.gif

* IMP style and metadata

* FIX tests about new date format and partner_id computed field of account.move

* FIX errors like

  2019-06-03 16:11:51,406 17857 ERROR dev_12_account_financial_report odoo.sql_db: bad query: b"\nDELETE FROM 'report_vat_report_tax'\nWHERE COALESCE(\n    write_date, create_date, (now() at time zone 'UTC'))::timestamp\n    < ((now() at time zone 'UTC') - interval '3600.0 seconds')\n"
  ERROR: syntax error at or near "'report_vat_report_tax'"
  LINE 2: DELETE FROM 'report_vat_report_tax'
                    ^
* IMP translation template and IMP Italian translation

* Remove useless comments
* Use AsIs to avoid SQL injection
* Use fields.Date methods
* Remove useless data from tests
* Improve comments
* Fix wizard.multi.charts.accounts
* Move _get_partner_ids_domain to abstract wizard
* Refactor default partners in wizard to use recordsets
* Improve js style
2024-11-29 15:38:40 +07:00
Wolfgang Pichler
9f9211b6ea [MIG] account_financial_report: Migration to 12.0
[IMP] Reformated one query to avoid one sql injection warning message - but no sql injection was possible here
2024-11-29 15:38:40 +07:00
Quentin Groulard
efd0123bf6 [FIX] Few fixes to solve warnings:
- _description in account_financial_report_abstract
- _description in vat.report.wizard
- Two fields using same label 'Accounts' in account.group
- Two fields using same label 'Account' in report_journal_ledger_move_line
- Two fields using same label 'Partner' in report_journal_ledger_move_line
- Two fields using same label 'Accounts' in report_trial_balance_account
- Two fields using same label 'Tax' in report_vat_report_taxtag
- Two fields using same label 'Tax' in report_vat_report_tax
- Two fields using same label 'Filter accounts' in general.ledger.report.wizard
2024-11-29 15:38:40 +07:00
Iryna Vushnevska
8b43ea4758 [IMP] account_financial_reports: Several improvements:
* Move to less files to compile variables
* hide contacts on partner
* Add reports to res partner actions
* initialize wizard from context
* initialize wizard by current fiscal year
2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
70c329e4b0 account_financial_report: add option to hide parent hierarchy levels 2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
49ca90f15c [account_financial_report]
- minor usability fixes for multicompany
- improve performance of general ledger using a new index
2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
2abb852345 [FIX] account_financial_report: multicompany+layout behaviour (#498)
* Fix wizards for proper multicompany behaviour.
* Fix layout issue
2024-11-29 15:38:40 +07:00
mreficent
cdf1382c8e [IMP] account_financial_report: adapt the wizards to multicompany 2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
a22502176b [FIX+IMP] account_financial_report: new README structure + fixes in usability 2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
99fb232194 [account_financial_report][IMP] Adds the following:
All reports:
- Rename field to hide accounts at 0 to 'hide_account_at_0'
Trial Balance:
- Add possibility to filter by hierarchy levels
- XLSX format will show the hierarchy levels in bold

General Ledger:
- Add the possibility to filter by analytic tags
- Fixes an error on the default date
Journal Ledger:
- The filter on Journals is now optional. If the user does not choose
a journal, by default it will display all journals.

Aged Partner Balance:
- Fixes an error on the default date
2024-11-29 15:38:40 +07:00
Jordi Ballester Alomar
c90bafbb61 [account_financial_report] adds the following features to Trial Balance:
- Adds 'Period balance' column
- Renames the option 'Hide accounts at 0'. Means no initial, no debit, credit
  or ending balance for the period.
- Fixes logic to remove lines with 0 activity for the period.
- improve the calculation in the Trial Balance
  of undistributed profits/losses account, and provide a footer note
  to the user explaining why will the ending balances will not be zero, but the
  period's total profit and loss.
- add an extra line for P&L application so that the trial balance zeroes in the
  balance, and total debits = total credits
- refactoring of the unaffected earnings reporting in the general ledger
  and trial balance.
2024-11-29 15:38:40 +07:00
Eloi Cousinet
ef17d5b23c [11][FIX] Replace partner_ids by journal_ids 2024-11-29 15:38:40 +07:00
mpanarin
72c0e719ed [ADD] 11.0 account_financial_report: add filter by journals
To general ledger
2024-11-29 15:38:40 +07:00