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‎mis_builder_analytic/README.rst

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====================
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MIS Builder Analytic
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====================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:53b9480f6486652c7559e1d2e760dcbb9a125170e9b9328170a9b2a546e610fb
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder--contrib-lightgray.png?logo=github
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:target: https://github.com/OCA/mis-builder-contrib/tree/16.0/mis_builder_analytic
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:alt: OCA/mis-builder-contrib
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/mis-builder-contrib-16-0/mis-builder-contrib-16-0-mis_builder_analytic
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder-contrib&target_branch=16.0
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:alt: Try me on Runboat
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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
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source
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module, you need to:
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#. Go to *Invoicing -> Reporting -> MIS Reporting -> MIS Reports*.
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#. Create a new *MIS Report*
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#. On *MIS Report* form view enable comparison mode and create a new Period
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on *Columns* tab.
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#. In this form view select *Actuals (alternative)* option on the field
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*Source* and select *MIS Account Analytic Line* on the field
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*Move lines source*,
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#. Complete the rest of the report fields and click on Preview button.
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#. Yow will se the report based on Account Analytic Lines.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder-contrib/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/mis-builder-contrib/issues/new?body=module:%20mis_builder_analytic%0Aversion:%2016.0%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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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Ernesto Tejeda
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* Pedro M. Baeza
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* `APSL-Nagarro <https://www.apsl.tech>`_:
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* Antoni Marroig \<<[email protected]>\>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/mis-builder-contrib <https://github.com/OCA/mis-builder-contrib/tree/16.0/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.

‎mis_builder_analytic/__init__.py

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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from . import models

‎mis_builder_analytic/__manifest__.py

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# Copyright 2018 Tecnativa - Ernesto Tejeda
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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{
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"name": "MIS Builder Analytic",
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"summary": "Provide account analytic lines for MIS builder reports",
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"version": "16.0.1.0.0",
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"license": "AGPL-3",
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"author": "Tecnativa, Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/mis-builder-contrib",
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"depends": ["mis_builder"],
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"data": [
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"views/mis_account_analytic_line_views.xml",
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"security/ir.model.access.csv",
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],
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"installable": True,
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}

‎mis_builder_analytic/i18n/it.po

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * mis_builder_analytic
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"PO-Revision-Date: 2022-11-14 17:45+0000\n"
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"Last-Translator: Francesco Foresti <[email protected]>\n"
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"Language-Team: none\n"
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"Language: it\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n != 1;\n"
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"X-Generator: Weblate 4.14.1\n"
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__account_id
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msgid "Account"
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msgstr "Conto"
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_account_id
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msgid "Analytic Account"
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msgstr "Conto analitico"
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_line_id
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msgid "Analytic entry"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__balance
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msgid "Balance"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__company_id
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msgid "Company"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__credit
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msgid "Credit"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__date
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msgid "Date"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__debit
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msgid "Debit"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__display_name
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msgid "Display Name"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__id
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msgid "ID"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line____last_update
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msgid "Last Modified on"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model,name:mis_builder_analytic.model_mis_account_analytic_line
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msgid "MIS Account Analytic Line"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__posted
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msgid "Posted"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__state
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msgid "Status"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__draft
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msgid "Unposted"
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msgstr ""

‎mis_builder_analytic/i18n/mis_builder_analytic.pot

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * mis_builder_analytic
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__account_id
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msgid "Account"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_account_id
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msgid "Analytic Account"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_line_id
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msgid "Analytic entry"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__balance
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msgid "Balance"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__company_id
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msgid "Company"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__credit
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msgid "Credit"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__date
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msgid "Date"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__debit
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msgid "Debit"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__display_name
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msgid "Display Name"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__id
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msgid "ID"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line____last_update
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msgid "Last Modified on"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model,name:mis_builder_analytic.model_mis_account_analytic_line
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msgid "MIS Account Analytic Line"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__posted
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msgid "Posted"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__state
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msgid "Status"
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msgstr ""
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#. module: mis_builder_analytic
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#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__draft
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msgid "Unposted"
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msgstr ""

‎mis_builder_analytic/models/__init__.py

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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

‎mis_builder_analytic/models/mis_account_analytic_line.py

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# Copyright 2018 Tecnativa - Ernesto Tejeda
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from odoo import fields, models, tools
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class MisAccountAnalyticLine(models.Model):
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_name = "mis.account.analytic.line"
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_auto = False
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_description = "MIS Account Analytic Line"
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date = fields.Date()
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analytic_line_id = fields.Many2one(
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string="Analytic entry", comodel_name="account.analytic.line"
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)
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account_id = fields.Many2one(string="Account", comodel_name="account.account")
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analytic_account_id = fields.Many2one(
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string="Analytic Account", comodel_name="account.analytic.account"
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)
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company_id = fields.Many2one(string="Company", comodel_name="res.company")
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balance = fields.Float()
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debit = fields.Float()
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credit = fields.Float()
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state = fields.Selection(
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[("draft", "Unposted"), ("posted", "Posted")], string="Status"
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)
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def init(self):
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tools.drop_view_if_exists(self._cr, "mis_account_analytic_line")
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self._cr.execute(
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"""
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CREATE OR REPLACE VIEW mis_account_analytic_line AS (
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SELECT
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aal.id AS id,
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aal.id AS analytic_line_id,
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aal.date as date,
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aal.general_account_id as account_id,
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aal.account_id as analytic_account_id,
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aal.company_id as company_id,
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'posted'::VARCHAR as state,
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CASE
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WHEN aal.amount >= 0.0 THEN aal.amount
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ELSE 0.0
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END AS credit,
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CASE
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WHEN aal.amount < 0 THEN (aal.amount * -1)
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ELSE 0.0
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END AS debit,
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aal.amount as balance
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FROM
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account_analytic_line aal
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)"""
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)

‎mis_builder_analytic/readme/CONTRIBUTORS.rst

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* `Tecnativa <https://www.tecnativa.com>`_:
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* Ernesto Tejeda
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* Pedro M. Baeza
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* `APSL-Nagarro <https://www.apsl.tech>`_:
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* Antoni Marroig \<<[email protected]>\>

‎mis_builder_analytic/readme/DESCRIPTION.rst

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This module allows you to create a MIS report using Analytic entries as data
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source

‎mis_builder_analytic/readme/USAGE.rst

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To use this module, you need to:
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#. Go to *Invoicing -> Reporting -> MIS Reporting -> MIS Reports*.
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#. Create a new *MIS Report*
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#. On *MIS Report* form view enable comparison mode and create a new Period
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on *Columns* tab.
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#. In this form view select *Actuals (alternative)* option on the field
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*Source* and select *MIS Account Analytic Line* on the field
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*Move lines source*,
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#. Complete the rest of the report fields and click on Preview button.
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#. Yow will se the report based on Account Analytic Lines.

‎mis_builder_analytic/security/ir.model.access.csv

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_mis_account_analytic_line,access_mis_account_analytic_line,model_mis_account_analytic_line,analytic.group_analytic_accounting,1,0,0,0

‎mis_builder_analytic/static/description/icon.png

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