Commit Graph

127 Commits (d526bb94c60331ffaa59b7f91bea63965622cb0d)

Author SHA1 Message Date
Laetitia Gangloff 767cd49261 add help in view, use NameError instead of ValueError 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 94e66a5ad7 [IMP] mis_builder: query group by 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 568242ac82 [FIX] mis_builder: fix detection of expression with accounting variables 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 4493a4ec0b [IMP] mis_builder: refactor drilldown to reuse period computation and work for all modes 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 55b31f9cbd [IMP] mis_builder: refactor to compute period only for modes actually used 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 0ede82e6da [IMP] mis_builder: be more precise wrt the root account used
This solve issues with empty account selectors in presence of multiple companies.
2015-07-26 23:12:42 +02:00
Stéphane Bidoul 45d3477ded [IMP] mis_builder: rework periods computation
* readability of algorithm
* attempt to be correct in presence of multiple companies
* attempt to be correct with initial balance computation
* handle corner cases for initial balance
2015-07-26 23:12:42 +02:00
Stéphane Bidoul 44499e620d [IMP] mis_builder: code cosmetics 2015-07-26 23:12:42 +02:00
Adrien Peiffer (ACSONE) 36292b757f [IMP] Refactor compute_period_domain 2015-07-26 23:12:42 +02:00
Stéphane Bidoul bea9dd0229 [IMP] mis_builder: support expresisons with no accounts (domain only) 2015-07-26 23:12:42 +02:00
Stéphane Bidoul 27980dc501 [IMP] mis_builder: preliminary work to support expressions without accounts
eg expressions such as bale[][('account_id.type', '=', 'payable')]
2015-07-26 23:12:41 +02:00
Stéphane Bidoul c832bef4f3 [IMP] mis_builder: aep mode constants + prototype for period computation 2015-07-26 23:12:41 +02:00
Stéphane Bidoul cf1a48a14d [IMP] mis_builder: add KPI name in tooltips 2015-07-26 23:12:41 +02:00
Stéphane Bidoul d0d3d1478a [IMP] mis_builder: refactor drilldown to move the logic to the server 2015-07-26 23:12:41 +02:00
Stéphane Bidoul b9c18e4440 [IMP] mis_builder: links only on cells where drilldown is possible 2015-07-26 23:12:41 +02:00
Stéphane Bidoul 8c7ffb8594 [IMP] mis_builder: non breaking space 2015-07-26 23:12:41 +02:00
Stéphane Bidoul 1815a9aecf [FIX] mis_builder: missing cascade delete 2015-07-26 23:12:41 +02:00
Stéphane Bidoul bae95527e1 [IMP] mis_builder: recompute on ValueError
so kpi can be displayed in an other sequence than the computation dependency order
2015-07-26 23:12:41 +02:00
Stéphane Bidoul 22d59f3aa4 [FIX] mis_builder: pep8 + reorder imports 2015-07-26 23:12:41 +02:00
Stéphane Bidoul fa86d99301 [FIX] mis_builder: use safe_eval in aep 2015-07-26 23:12:41 +02:00
Stéphane Bidoul caa27d2d97 [FIX] mis_builder: forgot to rename one variable 2015-07-26 23:12:41 +02:00
Stéphane Bidoul 0ddc150e13 [IMP] mis_builder: solde -> end 2015-07-26 23:12:41 +02:00
Adrien Peiffer (ACSONE) 3a37efefab [IMP] Remove unnecessary code 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) 7b89e6d573 [IMP] Refactor improvements using AEP 2015-07-26 23:12:40 +02:00
Stéphane Bidoul 76ea800265 [IMP] mis_builder: get_aml_domain_for_expr OR domains 2015-07-26 23:12:40 +02:00
Stéphane Bidoul dd5084fb28 [IMP] mis_builder: fix and improve get_aml_domain_for_expr 2015-07-26 23:12:40 +02:00
Stéphane Bidoul e0dcd4b29f [IMP] mis_builder: add method to get a domain on account.move.line from an expression 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) a436037d19 [FIX] If user has no lang 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) dcf873acd9 [IMP] Refactor improvements using AEP 2015-07-26 23:12:40 +02:00
Stéphane Bidoul f6a073f71f [FIX] mis_builder: typos, pep8 2015-07-26 23:12:40 +02:00
Stéphane Bidoul 3fbd04857e [ADD] mis_builder: accounting expression processor 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) e4b7c467c4 [FIX] Fix compute_domain method 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) 1be717cd68 [IMP] Some improvements
* Refactoring _get_account_vars_in_report
* Use account_partial_balance instead of call __compute directly
2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) b34f094a23 [ADD] Add possibility to define domain on function 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) 29e55f8398 [ADD] Add initial parameter 2015-07-26 23:12:40 +02:00
Adrien Peiffer (ACSONE) 508d981cd2 [ADD] Add credit and debit function 2015-07-26 23:12:40 +02:00
Laetitia Gangloff 3dacb87a7a Add tooltip to see the expression used. Add onclick to go to account.move.line concerned 2015-07-26 23:12:39 +02:00
Laetitia Gangloff c62137ad8d Refactor to get language only once. Do not compute balance if there is not balance to compute. Use search to get account_ids 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 99fa89fc26 rename default style 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 2dcabe5f3d mis_builder : add computing of solde 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 5062a9f53f add initial_balance in context 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 5a9a566b2d Add a default style on kpi, and combine it with the kpi style computed 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 51583000a4 Add the variable bals_ to initialize the compute of solde 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 90ec44b74f Correct export excel from preview 2015-07-26 23:12:39 +02:00
Laetitia Gangloff 5ef8dcb68c add multi company record rule on mis report instance 2015-07-26 23:12:39 +02:00
Stéphane Bidoul 6fa2a75c01 [FIX] mis_builder: typos in docstrings 2015-07-26 23:12:39 +02:00
Stéphane Bidoul 3f761f0f02 mis_builder: add TODO 2015-07-26 23:12:39 +02:00
Stéphane Bidoul 561a0907bb pep8 2015-07-26 23:12:39 +02:00
Stéphane Bidoul c6dad0fb6c [IMP] mis_builder performance: fetch only balances that we need
plus cleanup autopep8 abuse
2015-07-26 23:12:39 +02:00
Stéphane Bidoul 6becf7af03 [IMP] prepare performance optimization to fetch only used balances (WIP) 2015-07-26 23:12:39 +02:00
Stéphane Bidoul d3a4f6d492 [IMP] mis_builder: clarify the construction of python variables
Plus add some TODO's
2015-07-26 23:12:39 +02:00
Stéphane Bidoul f9ebf5677f [IMP] pep8 2015-07-26 23:12:38 +02:00
Stéphane Bidoul e945b8b93e [IMP] mis_builder: field_name is actually field_names 2015-07-26 23:12:38 +02:00
Laetitia Gangloff e1f5210c0c use grouping to format number 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu adb4262a09 pep8 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 50c5ef83a9 add mis_builder_demo to contains some data 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 4d4187c6dd set correct sequence for period/kpi 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 33fd172f62 set correct sequence for period/kpi 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 9d12c136c5 excel export: set correct value for percentage, use format with 0 instead of # 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 1fc11891a0 excel export - use dp 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 07e974ecdd update excel export 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 89d8505b00 Add excel export 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu f32f8fdd54 add onchange on fields to fetch to get the list of fields name to use in kpi 2015-07-26 23:12:38 +02:00
laetitia.gangloff@acsone.eu 1fc8e0281f use a factor to normalize period 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu ad673e58cf set name in lower case when clean it 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu e3595eb383 use user format for number 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu 18102f8bd5 compute average only for kpi type num. Correct utc_midnight 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu 435aad50e4 in utc_midnight use timezone to compute it 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu 1acd8cbc75 compute average in comparison column 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu d1a551a8c7 add a css style expression on kpi 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu c047f52614 review of the computed table to get a more readable dict result. Allow to compare column with any column of the table. 2015-07-26 23:12:37 +02:00
laetitia.gangloff@acsone.eu 3a67910a6c add company_id in period. in queries add the usable field name. add tooltip on the result (to display val_c). add from to. right align for column header and values. update preview form to have better display. define security 2015-07-26 23:12:37 +02:00
Laetitia Gangloff b6c2814772 Add mechanism to add comparison column 2015-07-26 23:12:37 +02:00
Laetitia Gangloff f1badbc153 add datetime support, normalize query name and balance account name 2015-07-26 23:12:37 +02:00
Laetitia Gangloff c9bb2c64c3 Add demo data. Set computed result. In instance add target_move (all or posted). Add onchange and check function on report 2015-07-26 23:12:37 +02:00
Laetitia Gangloff e77a85bb72 Add the possibility to set the result of report instance in a dashboard 2015-07-26 23:12:37 +02:00
Stéphane Bidoul 5cd709a665 [ADD] mis_builder: a module to build "Management Information System"-style reports
Such reports combine accounting and operational data.
This initial commit is a first proof-of-concept prototype.
2015-07-26 23:12:37 +02:00