odoo-addon-account-financial-report 16.0.1.15.2__py3-none-any.whl → 16.0.1.16.0__py3-none-any.whl

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  1. odoo/addons/account_financial_report/README.rst +14 -1
  2. odoo/addons/account_financial_report/__manifest__.py +5 -1
  3. odoo/addons/account_financial_report/data/report_column_data.xml +358 -0
  4. odoo/addons/account_financial_report/i18n/account_financial_report.pot +125 -0
  5. odoo/addons/account_financial_report/i18n/ar.po +1 -1
  6. odoo/addons/account_financial_report/i18n/ca.po +1 -1
  7. odoo/addons/account_financial_report/i18n/de.po +1 -1
  8. odoo/addons/account_financial_report/i18n/es.po +11 -6
  9. odoo/addons/account_financial_report/i18n/es_AR.po +1 -1
  10. odoo/addons/account_financial_report/i18n/es_MX.po +1 -1
  11. odoo/addons/account_financial_report/i18n/fr.po +1 -1
  12. odoo/addons/account_financial_report/i18n/fr_CH.po +1 -1
  13. odoo/addons/account_financial_report/i18n/fr_FR.po +1 -1
  14. odoo/addons/account_financial_report/i18n/hr.po +1 -1
  15. odoo/addons/account_financial_report/i18n/hr_HR.po +1 -1
  16. odoo/addons/account_financial_report/i18n/it.po +1 -1
  17. odoo/addons/account_financial_report/i18n/ja.po +1 -1
  18. odoo/addons/account_financial_report/i18n/nl.po +1 -1
  19. odoo/addons/account_financial_report/i18n/nl_NL.po +1 -1
  20. odoo/addons/account_financial_report/i18n/pt.po +1 -1
  21. odoo/addons/account_financial_report/i18n/pt_BR.po +1 -1
  22. odoo/addons/account_financial_report/i18n/ro.po +1 -1
  23. odoo/addons/account_financial_report/i18n/sv.po +1 -1
  24. odoo/addons/account_financial_report/i18n/tr.po +1 -1
  25. odoo/addons/account_financial_report/models/__init__.py +1 -0
  26. odoo/addons/account_financial_report/models/account_financial_report_column.py +17 -0
  27. odoo/addons/account_financial_report/readme/CONTRIBUTORS.rst +1 -0
  28. odoo/addons/account_financial_report/readme/DESCRIPTION.rst +3 -0
  29. odoo/addons/account_financial_report/readme/HISTORY.rst +5 -0
  30. odoo/addons/account_financial_report/readme/ROADMAP.rst +3 -0
  31. odoo/addons/account_financial_report/report/abstract_report.py +15 -0
  32. odoo/addons/account_financial_report/report/aged_partner_balance.py +18 -12
  33. odoo/addons/account_financial_report/report/general_ledger.py +27 -24
  34. odoo/addons/account_financial_report/report/journal_ledger.py +27 -22
  35. odoo/addons/account_financial_report/report/open_items.py +24 -19
  36. odoo/addons/account_financial_report/report/templates/general_ledger.xml +116 -52
  37. odoo/addons/account_financial_report/report/templates/journal_ledger.xml +79 -31
  38. odoo/addons/account_financial_report/report/templates/open_items.xml +51 -22
  39. odoo/addons/account_financial_report/report/trial_balance.py +30 -26
  40. odoo/addons/account_financial_report/report/vat_report.py +21 -16
  41. odoo/addons/account_financial_report/security/ir.model.access.csv +1 -0
  42. odoo/addons/account_financial_report/static/description/index.html +33 -19
  43. odoo/addons/account_financial_report/tests/test_aged_partner_balance.py +4 -4
  44. odoo/addons/account_financial_report/tests/test_general_ledger.py +1 -1
  45. odoo/addons/account_financial_report/tests/test_journal_ledger.py +5 -5
  46. odoo/addons/account_financial_report/tests/test_open_items.py +1 -1
  47. odoo/addons/account_financial_report/tests/test_trial_balance.py +4 -4
  48. odoo/addons/account_financial_report/tests/test_vat_report.py +1 -1
  49. odoo/addons/account_financial_report/view/account_financial_report_column_view.xml +46 -0
  50. odoo/addons/account_financial_report/wizard/abstract_wizard.py +25 -1
  51. odoo/addons/account_financial_report/wizard/aged_partner_balance_wizard.py +17 -15
  52. odoo/addons/account_financial_report/wizard/general_ledger_wizard.py +26 -23
  53. odoo/addons/account_financial_report/wizard/general_ledger_wizard_view.xml +7 -0
  54. odoo/addons/account_financial_report/wizard/journal_ledger_wizard.py +19 -17
  55. odoo/addons/account_financial_report/wizard/journal_ledger_wizard_view.xml +48 -32
  56. odoo/addons/account_financial_report/wizard/open_items_wizard.py +20 -18
  57. odoo/addons/account_financial_report/wizard/open_items_wizard_view.xml +67 -54
  58. odoo/addons/account_financial_report/wizard/trial_balance_wizard.py +26 -24
  59. odoo/addons/account_financial_report/wizard/vat_report_wizard.py +15 -13
  60. {odoo_addon_account_financial_report-16.0.1.15.2.dist-info → odoo_addon_account_financial_report-16.0.1.16.0.dist-info}/METADATA +16 -3
  61. {odoo_addon_account_financial_report-16.0.1.15.2.dist-info → odoo_addon_account_financial_report-16.0.1.16.0.dist-info}/RECORD +63 -60
  62. {odoo_addon_account_financial_report-16.0.1.15.2.dist-info → odoo_addon_account_financial_report-16.0.1.16.0.dist-info}/WHEEL +0 -0
  63. {odoo_addon_account_financial_report-16.0.1.15.2.dist-info → odoo_addon_account_financial_report-16.0.1.16.0.dist-info}/top_level.txt +0 -0
@@ -238,30 +238,59 @@
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  <div class="act_as_thead">
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  <div class="act_as_row labels">
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  <!--## date-->
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- <div class="act_as_cell first_column" style="width: 5.51%;">Date</div>
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+ <div
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+ t-if="date_visible"
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+ class="act_as_cell first_column"
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+ style="width: 5.51%;"
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+ >Date</div>
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  <!--## move-->
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- <div class="act_as_cell" style="width: 9.76%;">Entry</div>
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+ <div
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+ t-if="entry_visible"
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+ class="act_as_cell"
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+ style="width: 9.76%;"
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+ >Entry</div>
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  <!--## journal-->
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- <div class="act_as_cell" style="width: 4.78%;">Journal</div>
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+ <div
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+ t-if="journal_visible"
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+ class="act_as_cell"
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+ style="width: 4.78%;"
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+ >Journal</div>
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  <!--## account code-->
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- <div class="act_as_cell" style="width: 5.38%;">Account</div>
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+ <div
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+ t-if="account_code_visible"
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+ class="act_as_cell"
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+ style="width: 5.38%;"
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+ >Account</div>
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+
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  <!--## partner-->
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- <div class="act_as_cell" style="width: 15.07%;">Partner</div>
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+ <div
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+ t-if="partner_visible"
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+ class="act_as_cell"
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+ style="width: 15.07%;"
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+ >Partner</div>
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  <!--## ref - label-->
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- <div class="act_as_cell" style="width: 24.5%;">
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+ <div t-if="ref_label_visible" class="act_as_cell" style="width: 24.5%;">
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  Ref -
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  Label
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  </div>
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  <!--## date_due-->
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- <div class="act_as_cell" style="width: 6.47%;">
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+ <div t-if="date_due_visible" class="act_as_cell" style="width: 6.47%;">
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  Due
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  date
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  </div>
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  <!--## amount_total_due-->
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- <div class="act_as_cell" style="width: 6.57%;">Original</div>
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+ <div
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+ t-if="original_visible"
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+ class="act_as_cell"
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+ style="width: 6.57%;"
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+ >Original</div>
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  <!--## amount_residual-->
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- <div class="act_as_cell" style="width: 6.57%;">Residual</div>
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- <t t-if="foreign_currency">
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+ <div
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+ t-if="residual_visible"
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+ class="act_as_cell"
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+ style="width: 6.57%;"
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+ >Residual</div>
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+ <t t-if="foreign_currency and foreign_currency_visible">
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  <!--## currency_name-->
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  <div class="act_as_cell" style="width: 2.25%;">Cur.</div>
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  <!--## amount_total_due_currency-->
@@ -280,11 +309,11 @@
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  <!-- # lines or centralized lines -->
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  <div class="act_as_row lines">
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  <!--## date-->
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- <div class="act_as_cell left">
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+ <div t-if="date_visible" class="act_as_cell left">
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  <span t-out="line['date'].strftime('%d/%m/%Y')" />
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  </div>
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  <!--## move-->
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- <div class="act_as_cell left">
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+ <div t-if="entry_visible" class="act_as_cell left">
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  <span
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  t-att-res-id="line['entry_id']"
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  res-model="account.move"
@@ -294,7 +323,7 @@
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  </span>
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  </div>
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  <!--## journal-->
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- <div class="act_as_cell left">
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+ <div t-if="journal_visible" class="act_as_cell left">
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  <span
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  t-att-res-id="journals_data[line['journal_id']]['id']"
300
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  res-model="account.journal"
@@ -304,7 +333,7 @@
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  </span>
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  </div>
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  <!--## account code-->
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- <div class="act_as_cell left">
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+ <div t-if="account_code_visible" class="act_as_cell left">
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  <span
309
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  t-att-res-id="accounts_data[account_id]['id']"
310
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  res-model="account.account"
@@ -314,7 +343,7 @@
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  </span>
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  </div>
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  <!--## partner-->
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- <div class="act_as_cell left">
346
+ <div t-if="partner_visible" class="act_as_cell left">
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  <span
319
348
  t-if="line.get('partner_id', False)"
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  t-att-res-id="line['partner_id']"
@@ -325,15 +354,15 @@
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  </span>
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  </div>
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  <!--## ref - label-->
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- <div class="act_as_cell left">
329
- <span t-esc="line['ref_label']" />
357
+ <div t-if="ref_label_visible" class="act_as_cell left">
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+ <span t-esc="limit_text(line['ref_label'], ref_label_limit)" />
330
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  </div>
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  <!--## date_due-->
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- <div class="act_as_cell left">
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+ <div t-if="date_due_visible" class="act_as_cell left">
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  <span t-esc="line['date_maturity']" />
334
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  </div>
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  <!--## amount_total_due-->
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- <div class="act_as_cell amount">
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+ <div t-if="original_visible" class="act_as_cell amount">
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  <span
338
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  t-if="line.get('original', False)"
339
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  t-esc="line['original']"
@@ -341,13 +370,13 @@
341
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  />
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  </div>
343
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  <!--## amount_residual-->
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- <div class="act_as_cell amount">
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+ <div t-if="residual_visible" class="act_as_cell amount">
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  <span
346
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  t-esc="line['amount_residual']"
347
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  t-options="{'widget': 'monetary', 'display_currency': res_company.currency_id}"
348
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  />
349
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  </div>
350
- <t t-if="foreign_currency">
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+ <t t-if="foreign_currency and foreign_currency_visible">
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  <t t-if="line['currency_id']">
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  <!--## currency_name-->
353
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  <div class="act_as_cell amount">
@@ -441,7 +470,7 @@
441
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  </t>
442
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  </div>
443
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  <!--## amount_total_due_currency + amount_residual_currency -->
444
- <t t-if="foreign_currency">
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+ <t t-if="foreign_currency and foreign_currency_visible">
445
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  <!--## currency_name-->
446
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  <div class="act_as_cell" />
447
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  <!--## amount_total_due_currency-->
@@ -861,6 +861,7 @@ class TrialBalanceReport(models.AbstractModel):
861
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  return groups_data
862
862
 
863
863
  def _get_report_values(self, docids, data):
864
+ res = super()._get_report_values(docids, data)
864
865
  show_partner_details = data["show_partner_details"]
865
866
  wizard_id = data["wizard_id"]
866
867
  company = self.env["res.company"].browse(data["company_id"])
@@ -955,29 +956,32 @@ class TrialBalanceReport(models.AbstractModel):
955
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  total_amount[account_id]["currency_name"] = accounts_data[
956
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  account_id
957
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  ]["currency_name"]
958
- return {
959
- "doc_ids": [wizard_id],
960
- "doc_model": "trial.balance.report.wizard",
961
- "docs": self.env["trial.balance.report.wizard"].browse(wizard_id),
962
- "foreign_currency": data["foreign_currency"],
963
- "company_name": company.display_name,
964
- "company_currency": company.currency_id,
965
- "currency_name": company.currency_id.name,
966
- "date_from": data["date_from"],
967
- "date_to": data["date_to"],
968
- "only_posted_moves": data["only_posted_moves"],
969
- "hide_account_at_0": data["hide_account_at_0"],
970
- "show_partner_details": data["show_partner_details"],
971
- "limit_hierarchy_level": data["limit_hierarchy_level"],
972
- "show_hierarchy": show_hierarchy,
973
- "hide_parent_hierarchy_level": data["hide_parent_hierarchy_level"],
974
- "trial_balance": trial_balance,
975
- "trial_balance_grouped": trial_balance_grouped,
976
- "total_amount": total_amount,
977
- "total_amount_grouped": total_amount_grouped,
978
- "accounts_data": accounts_data,
979
- "partners_data": partners_data,
980
- "show_hierarchy_level": show_hierarchy_level,
981
- "currency_model": self.env["res.currency"],
982
- "grouped_by": grouped_by,
983
- }
959
+ res.update(
960
+ {
961
+ "doc_ids": [wizard_id],
962
+ "doc_model": "trial.balance.report.wizard",
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+ "docs": self.env["trial.balance.report.wizard"].browse(wizard_id),
964
+ "foreign_currency": data["foreign_currency"],
965
+ "company_name": company.display_name,
966
+ "company_currency": company.currency_id,
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+ "currency_name": company.currency_id.name,
968
+ "date_from": data["date_from"],
969
+ "date_to": data["date_to"],
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+ "only_posted_moves": data["only_posted_moves"],
971
+ "hide_account_at_0": data["hide_account_at_0"],
972
+ "show_partner_details": data["show_partner_details"],
973
+ "limit_hierarchy_level": data["limit_hierarchy_level"],
974
+ "show_hierarchy": show_hierarchy,
975
+ "hide_parent_hierarchy_level": data["hide_parent_hierarchy_level"],
976
+ "trial_balance": trial_balance,
977
+ "trial_balance_grouped": trial_balance_grouped,
978
+ "total_amount": total_amount,
979
+ "total_amount_grouped": total_amount_grouped,
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+ "accounts_data": accounts_data,
981
+ "partners_data": partners_data,
982
+ "show_hierarchy_level": show_hierarchy_level,
983
+ "currency_model": self.env["res.currency"],
984
+ "grouped_by": grouped_by,
985
+ }
986
+ )
987
+ return res
@@ -8,6 +8,7 @@ from odoo import api, fields, models
8
8
 
9
9
 
10
10
  class VATReport(models.AbstractModel):
11
+ _inherit = "report.account_financial_report.abstract_report"
11
12
  _name = "report.account_financial_report.vat_report"
12
13
  _description = "Vat Report Report"
13
14
 
@@ -197,6 +198,7 @@ class VATReport(models.AbstractModel):
197
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  return vat_report_list
198
199
 
199
200
  def _get_report_values(self, docids, data):
201
+ res = super()._get_report_values(docids, data)
200
202
  wizard_id = data["wizard_id"]
201
203
  company = self.env["res.company"].browse(data["company_id"])
202
204
  company_id = data["company_id"]
@@ -216,22 +218,25 @@ class VATReport(models.AbstractModel):
216
218
  vat_report = self._get_vat_report_tag_data(
217
219
  vat_report_data, tax_data, tax_detail
218
220
  )
219
- return {
220
- "doc_ids": [wizard_id],
221
- "doc_model": "vat.report.wizard",
222
- "docs": self.env["vat.report.wizard"].browse(wizard_id),
223
- "company_name": company.display_name,
224
- "currency_name": company.currency_id.name,
225
- "date_from": date_from,
226
- "date_to": date_to,
227
- "based_on": dict(
228
- self.env["vat.report.wizard"]
229
- ._fields["based_on"]
230
- ._description_selection(self.env)
231
- ).get(data["based_on"]),
232
- "tax_detail": data["tax_detail"],
233
- "vat_report": vat_report,
234
- }
221
+ res.update(
222
+ {
223
+ "doc_ids": [wizard_id],
224
+ "doc_model": "vat.report.wizard",
225
+ "docs": self.env["vat.report.wizard"].browse(wizard_id),
226
+ "company_name": company.display_name,
227
+ "currency_name": company.currency_id.name,
228
+ "date_from": date_from,
229
+ "date_to": date_to,
230
+ "based_on": dict(
231
+ self.env["vat.report.wizard"]
232
+ ._fields["based_on"]
233
+ ._description_selection(self.env)
234
+ ).get(data["based_on"]),
235
+ "tax_detail": data["tax_detail"],
236
+ "vat_report": vat_report,
237
+ }
238
+ )
239
+ return res
235
240
 
236
241
  def _get_ml_fields_vat_report(self):
237
242
  return [
@@ -7,3 +7,4 @@ access_trial_balance_report_wizard,access_trial_balance_report_wizard,model_tria
7
7
  access_vat_report_wizard,access_vat_report_wizard,model_vat_report_wizard,base.group_user,1,1,1,1
8
8
  access_account_age_report_configuration,access_account_age_report_configuration,model_account_age_report_configuration,base.group_user,1,1,1,1
9
9
  access_account_age_report_configuration_line,access_account_age_report_configuration_line,model_account_age_report_configuration_line,base.group_user,1,1,1,1
10
+ account_financial_report.access_account_financial_report_column,access_account_financial_report_column,account_financial_report.model_account_financial_report_column,base.group_user,1,1,1,1
@@ -372,7 +372,7 @@ ul.auto-toc {
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  !! This file is generated by oca-gen-addon-readme !!
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  !! changes will be overwritten. !!
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  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
375
- !! source digest: sha256:14f61f914c003a9be1f6858481e6d0ac51c7e0c774327146136252cc7122b514
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+ !! source digest: sha256:2311452f4504c6892d30479b8e6fac1bc1ea626fc889d40c4e10910386df6c4d
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  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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  <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/16.0/account_financial_report"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-16-0/account-financial-reporting-16-0-account_financial_report"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
378
378
  <p>This module adds a set of financial reports. They are accessible under
@@ -385,6 +385,8 @@ Invoicing / Reporting / OCA accounting reports.</p>
385
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  <li>VAT Report</li>
386
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  <li>Journal Ledger</li>
387
387
  </ul>
388
+ <p>It is possible to select the columns to show and limit the size of some of them from the
389
+ columns page.</p>
388
390
  <p>Currently General ledger, Trial Balance and Open Items are fully compatible with a foreign
389
391
  currency set up in account in order to display balances. Moreover, any foreign
390
392
  currency used in account move lines is properly shown.</p>
@@ -399,16 +401,17 @@ For further information, check CONFIGURE.rst</p>
399
401
  <li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
400
402
  <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
401
403
  <li><a class="reference internal" href="#changelog" id="toc-entry-3">Changelog</a><ul>
402
- <li><a class="reference internal" href="#section-1" id="toc-entry-4">11.0.2.5.0 (2019-04-26)</a></li>
403
- <li><a class="reference internal" href="#section-2" id="toc-entry-5">11.0.2.4.1 (2019-01-08)</a></li>
404
- <li><a class="reference internal" href="#section-3" id="toc-entry-6">11.0.2.3.1 (2018-11-29)</a></li>
404
+ <li><a class="reference internal" href="#section-1" id="toc-entry-4">15.0.3.2.3 (2025-02-17)</a></li>
405
+ <li><a class="reference internal" href="#section-2" id="toc-entry-5">11.0.2.5.0 (2019-04-26)</a></li>
406
+ <li><a class="reference internal" href="#section-3" id="toc-entry-6">11.0.2.4.1 (2019-01-08)</a></li>
407
+ <li><a class="reference internal" href="#section-4" id="toc-entry-7">11.0.2.3.1 (2018-11-29)</a></li>
405
408
  </ul>
406
409
  </li>
407
- <li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
408
- <li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
409
- <li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
410
- <li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
411
- <li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
410
+ <li><a class="reference internal" href="#bug-tracker" id="toc-entry-8">Bug Tracker</a></li>
411
+ <li><a class="reference internal" href="#credits" id="toc-entry-9">Credits</a><ul>
412
+ <li><a class="reference internal" href="#authors" id="toc-entry-10">Authors</a></li>
413
+ <li><a class="reference internal" href="#contributors" id="toc-entry-11">Contributors</a></li>
414
+ <li><a class="reference internal" href="#maintainers" id="toc-entry-12">Maintainers</a></li>
412
415
  </ul>
413
416
  </li>
414
417
  </ul>
@@ -442,26 +445,35 @@ are different.</li>
442
445
  <li>It would be nice to have in reports a column indicating the
443
446
  state of the entries when the option “All Entries” is selected
444
447
  in “Target Moves” field in a wizard</li>
448
+ <li>Adapt reports so that the order of the columns displayed is dynamic</li>
449
+ <li>Remove duplicated options to show columns (it has not been made in a stable version so
450
+ as not to generate confusion in users)</li>
445
451
  </ul>
446
452
  </div>
447
453
  <div class="section" id="changelog">
448
454
  <h2><a class="toc-backref" href="#toc-entry-3">Changelog</a></h2>
449
455
  <div class="section" id="section-1">
450
- <h3><a class="toc-backref" href="#toc-entry-4">11.0.2.5.0 (2019-04-26)</a></h3>
456
+ <h3><a class="toc-backref" href="#toc-entry-4">15.0.3.2.3 (2025-02-17)</a></h3>
451
457
  <ul class="simple">
452
- <li>In the Trial Balance you have an option to hide parent hierarchy levels</li>
458
+ <li>Added the option to select columns to display and the ability to limit the width of the text</li>
453
459
  </ul>
454
460
  </div>
455
461
  <div class="section" id="section-2">
456
- <h3><a class="toc-backref" href="#toc-entry-5">11.0.2.4.1 (2019-01-08)</a></h3>
462
+ <h3><a class="toc-backref" href="#toc-entry-5">11.0.2.5.0 (2019-04-26)</a></h3>
463
+ <ul class="simple">
464
+ <li>In the Trial Balance you have an option to hide parent hierarchy levels</li>
465
+ </ul>
466
+ </div>
467
+ <div class="section" id="section-3">
468
+ <h3><a class="toc-backref" href="#toc-entry-6">11.0.2.4.1 (2019-01-08)</a></h3>
457
469
  <ul class="simple">
458
470
  <li>Handle better multicompany behaviour</li>
459
471
  <li>Improve how title appears in the reports</li>
460
472
  <li>Improve performance in General Ledger</li>
461
473
  </ul>
462
474
  </div>
463
- <div class="section" id="section-3">
464
- <h3><a class="toc-backref" href="#toc-entry-6">11.0.2.3.1 (2018-11-29)</a></h3>
475
+ <div class="section" id="section-4">
476
+ <h3><a class="toc-backref" href="#toc-entry-7">11.0.2.3.1 (2018-11-29)</a></h3>
465
477
  <ul class="simple">
466
478
  <li>In the Trial Balance you can apply a filter by hierarchy levels</li>
467
479
  <li>In the General Ledger you can apply a filter by Analytic Tag</li>
@@ -470,7 +482,7 @@ in “Target Moves” field in a wizard</li>
470
482
  </div>
471
483
  </div>
472
484
  <div class="section" id="bug-tracker">
473
- <h2><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h2>
485
+ <h2><a class="toc-backref" href="#toc-entry-8">Bug Tracker</a></h2>
474
486
  <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
475
487
  In case of trouble, please check there if your issue has already been reported.
476
488
  If you spotted it first, help us to smash it by providing a detailed and welcomed
@@ -478,18 +490,19 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
478
490
  <p>Do not contact contributors directly about support or help with technical issues.</p>
479
491
  </div>
480
492
  <div class="section" id="credits">
481
- <h2><a class="toc-backref" href="#toc-entry-8">Credits</a></h2>
493
+ <h2><a class="toc-backref" href="#toc-entry-9">Credits</a></h2>
482
494
  <div class="section" id="authors">
483
- <h3><a class="toc-backref" href="#toc-entry-9">Authors</a></h3>
495
+ <h3><a class="toc-backref" href="#toc-entry-10">Authors</a></h3>
484
496
  <ul class="simple">
485
497
  <li>Camptocamp</li>
486
498
  <li>initOS GmbH</li>
487
499
  <li>redCOR AG</li>
488
500
  <li>ForgeFlow</li>
501
+ <li>Tecnativa</li>
489
502
  </ul>
490
503
  </div>
491
504
  <div class="section" id="contributors">
492
- <h3><a class="toc-backref" href="#toc-entry-10">Contributors</a></h3>
505
+ <h3><a class="toc-backref" href="#toc-entry-11">Contributors</a></h3>
493
506
  <ul class="simple">
494
507
  <li>Jordi Ballester &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt;</li>
495
508
  <li>Yannick Vaucher &lt;<a class="reference external" href="mailto:yannick.vaucher&#64;camptocamp.com">yannick.vaucher&#64;camptocamp.com</a>&gt;</li>
@@ -517,6 +530,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
517
530
  <li>Alexandre D. Díaz</li>
518
531
  <li>Víctor Martínez</li>
519
532
  <li>Carolina Fernandez</li>
533
+ <li>Carlos Dauden</li>
520
534
  </ul>
521
535
  </li>
522
536
  <li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
@@ -538,7 +552,7 @@ April 2016.</p>
538
552
  </ul>
539
553
  </div>
540
554
  <div class="section" id="maintainers">
541
- <h3><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h3>
555
+ <h3><a class="toc-backref" href="#toc-entry-12">Maintainers</a></h3>
542
556
  <p>This module is maintained by the OCA.</p>
543
557
  <a class="reference external image-reference" href="https://odoo-community.org">
544
558
  <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -66,7 +66,7 @@ class TestAgedPartnerBalance(TransactionCase):
66
66
  wizard = self.wizard_with_line_details
67
67
 
68
68
  wizard.onchange_type_accounts_only()
69
- data = wizard._prepare_report_aged_partner_balance()
69
+ data = wizard._prepare_report_data()
70
70
 
71
71
  # Simulate web client behavior:
72
72
  # default value is a datetime.date but web client sends back strings
@@ -82,7 +82,7 @@ class TestAgedPartnerBalance(TransactionCase):
82
82
 
83
83
  second_wizard = self.wizard_without_line_details
84
84
  second_wizard.onchange_type_accounts_only()
85
- data = second_wizard._prepare_report_aged_partner_balance()
85
+ data = second_wizard._prepare_report_data()
86
86
 
87
87
  # Simulate web client behavior:
88
88
  # default value is a datetime.date but web client sends back strings
@@ -125,7 +125,7 @@ class TestAgedPartnerBalance(TransactionCase):
125
125
  wizard.age_partner_config_id = self.account_age_report_config.id
126
126
 
127
127
  wizard.onchange_type_accounts_only()
128
- data = wizard._prepare_report_aged_partner_balance()
128
+ data = wizard._prepare_report_data()
129
129
 
130
130
  # Simulate web client behavior:
131
131
  # default value is a datetime.date but web client sends back strings
@@ -143,7 +143,7 @@ class TestAgedPartnerBalance(TransactionCase):
143
143
  second_wizard.age_partner_config_id = self.account_age_report_config.id
144
144
 
145
145
  second_wizard.onchange_type_accounts_only()
146
- data = second_wizard._prepare_report_aged_partner_balance()
146
+ data = second_wizard._prepare_report_data()
147
147
 
148
148
  # Simulate web client behavior:
149
149
  # default value is a datetime.date but web client sends back strings
@@ -125,7 +125,7 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
125
125
  "centralize": centralize,
126
126
  }
127
127
  )
128
- data = general_ledger._prepare_report_general_ledger()
128
+ data = general_ledger._prepare_report_data()
129
129
  res_data = self.env[
130
130
  "report.account_financial_report.general_ledger"
131
131
  ]._get_report_values(general_ledger, data)
@@ -177,7 +177,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
177
177
  "move_target": "all",
178
178
  }
179
179
  )
180
- data = wiz._prepare_report_journal_ledger()
180
+ data = wiz._prepare_report_data()
181
181
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
182
182
  self.check_report_journal_debit_credit(res_data, 100, 100)
183
183
 
@@ -186,7 +186,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
186
186
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
187
187
  self.check_report_journal_debit_credit(res_data, 200, 200)
188
188
  wiz.move_target = "posted"
189
- data = wiz._prepare_report_journal_ledger()
189
+ data = wiz._prepare_report_data()
190
190
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
191
191
  self.check_report_journal_debit_credit(res_data, 0, 0)
192
192
 
@@ -203,7 +203,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
203
203
  self.check_report_journal_debit_credit(res_data, 200, 200)
204
204
 
205
205
  wiz.date_from = self.previous_fy_date_start
206
- data = wiz._prepare_report_journal_ledger()
206
+ data = wiz._prepare_report_data()
207
207
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
208
208
  self.check_report_journal_debit_credit(res_data, 300, 300)
209
209
 
@@ -238,7 +238,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
238
238
  "move_target": "all",
239
239
  }
240
240
  )
241
- data = wiz._prepare_report_journal_ledger()
241
+ data = wiz._prepare_report_data()
242
242
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
243
243
  self.check_report_journal_debit_credit(res_data, 250, 250)
244
244
  self.check_report_journal_debit_credit_taxes(res_data, 0, 300, 0, 50)
@@ -276,7 +276,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
276
276
  "move_target": "all",
277
277
  }
278
278
  )
279
- data = wiz._prepare_report_journal_ledger()
279
+ data = wiz._prepare_report_data()
280
280
  res_data = self.JournalLedgerReport._get_report_values(wiz, data)
281
281
 
282
282
  self.check_report_journal_debit_credit(res_data, 250, 250)
@@ -86,5 +86,5 @@ class TestOpenItems(AccountTestInvoicingCommon):
86
86
  }
87
87
  )
88
88
  wizard.on_change_account_range()
89
- res = wizard._prepare_report_open_items()
89
+ res = wizard._prepare_report_data()
90
90
  self.assertEqual(res["grouped_by"], wizard.grouped_by)
@@ -192,7 +192,7 @@ class TestTrialBalanceReport(AccountTestInvoicingCommon):
192
192
  "show_partner_details": with_partners,
193
193
  }
194
194
  )
195
- data = trial_balance._prepare_report_trial_balance()
195
+ data = trial_balance._prepare_report_data()
196
196
  res_data = self.env[
197
197
  "report.account_financial_report.trial_balance"
198
198
  ]._get_report_values(trial_balance, data)
@@ -547,7 +547,7 @@ class TestTrialBalanceReport(AccountTestInvoicingCommon):
547
547
  "fy_start_date": self.fy_date_start,
548
548
  }
549
549
  )
550
- data = trial_balance._prepare_report_trial_balance()
550
+ data = trial_balance._prepare_report_data()
551
551
  res_data = self.env[
552
552
  "report.account_financial_report.trial_balance"
553
553
  ]._get_report_values(trial_balance, data)
@@ -600,7 +600,7 @@ class TestTrialBalanceReport(AccountTestInvoicingCommon):
600
600
  "fy_start_date": self.fy_date_start,
601
601
  }
602
602
  )
603
- data = trial_balance._prepare_report_trial_balance()
603
+ data = trial_balance._prepare_report_data()
604
604
  res_data = self.env[
605
605
  "report.account_financial_report.trial_balance"
606
606
  ]._get_report_values(trial_balance, data)
@@ -654,7 +654,7 @@ class TestTrialBalanceReport(AccountTestInvoicingCommon):
654
654
  "fy_start_date": self.fy_date_start,
655
655
  }
656
656
  )
657
- data = trial_balance._prepare_report_trial_balance()
657
+ data = trial_balance._prepare_report_data()
658
658
  res_data = self.env[
659
659
  "report.account_financial_report.trial_balance"
660
660
  ]._get_report_values(trial_balance, data)
@@ -218,7 +218,7 @@ class TestVATReport(AccountTestInvoicingCommon):
218
218
  "tax_detail": True,
219
219
  }
220
220
  )
221
- data = vat_report._prepare_vat_report()
221
+ data = vat_report._prepare_report_data()
222
222
  res_data = self.env[
223
223
  "report.account_financial_report.vat_report"
224
224
  ]._get_report_values(vat_report, data)
@@ -0,0 +1,46 @@
1
+ <?xml version="1.0" encoding="utf-8" ?>
2
+ <odoo>
3
+ <record model="ir.ui.view" id="view_account_financial_report_column_form">
4
+ <field name="name">account.financial.report.column.form.inherit</field>
5
+ <field name="model">account.financial.report.column</field>
6
+ <field name="type">form</field>
7
+ <field name="arch" type="xml">
8
+ <form>
9
+ <sheet>
10
+ <group>
11
+ <field name="name" />
12
+ <field
13
+ name="limit"
14
+ attrs="{'invisible': [('field_type', '!=', 'string')]}"
15
+ />
16
+ <field name="is_visible" widget="boolean_toggle" />
17
+ </group>
18
+ <group>
19
+ <field name="expression_label" />
20
+ <field name="sequence" />
21
+ <field name="field_type" />
22
+ </group>
23
+ </sheet>
24
+ </form>
25
+ </field>
26
+ </record>
27
+ <record model="ir.ui.view" id="view_account_financial_report_column_tree">
28
+ <field name="name">account.financial.report.column.tree</field>
29
+ <field name="model">account.financial.report.column</field>
30
+ <field name="type">tree</field>
31
+ <field name="arch" type="xml">
32
+ <tree editable="bottom" create="false" delete="false">
33
+ <field name="sequence" widget="handle" />
34
+ <field name="name" readonly="1" />
35
+ <field name="expression_label" readonly="1" optional="hide" />
36
+ <field name="is_visible" widget="boolean_toggle" />
37
+ <field name="field_type" optional="hide" />
38
+ <field
39
+ name="limit"
40
+ attrs="{'invisible': [('field_type', '!=', 'string')]}"
41
+ optional="show"
42
+ />
43
+ </tree>
44
+ </field>
45
+ </record>
46
+ </odoo>