53192385fb
[IMP] mis_builder: use company currency decimal place in deciding if initial balances are null or 0
9 years ago
189483bba6
[IMP] mis_builder: change precision rounding from 2 to 4 to distinguish 0 from null in initial balances
This should be slightly on the safer side. Ideally, this rounding precision
should come from the kpi style (which defaults to the report style), but
that would be a lot of code for little benefits.
9 years ago
f4a9b0d082
[FIX] mis_builder: typo in docstring
9 years ago
d2bc009961
[WIP] mis_builder refactoring: restore drilldown with support for account details
9 years ago
e7126a0689
[FIX] mis_builder: aep issue with smart ending balance computation
9 years ago
378d168e50
[IMP] mis_builder: AEP: replace_exprs_by_account_id now works on a list of expressions
9 years ago
f0b2a6b563
[IMP] mis_builder improve AEP convenience methods
9 years ago
466cd6087f
[IMP] mis_builder: convenience methods to obtain balance and unallocated p&l
plus improve mechanism to group by account
9 years ago
6b22cfe568
[IMP] mis_builder: unit tests for AccountingExpressionProcessor
9 years ago
70f1a850a4
[FIX] mis_builder: unallocated p&l computation fix
9 years ago
2d008a0b69
[IMP] mis_builder: refine handling of null initial balances
Filter out accounts which have a 0 contribution to the initial balance
9 years ago
4a4e314a84
[IMP] mis_builder: split computation of ending balance in initial+variation
So if there are no moves in the period, the ending balance is
AccountingNone instead of 0.
9 years ago
1466e96a6e
[IMP] mis_builder: add 'u' mode for unallocated p&l
9 years ago
8e34261c01
[FIX] mis_builder: fixes wrt subkpis and drilldown
9 years ago
4065376c1f
[WIP] mis_builder auto-detail
9 years ago
46f806de2c
[FIX] mis_builder: use =like instead of like to search on account codes
9 years ago
f0a6ae0f03
[FIX] mis_builder: fix date type for fiscal year date start computation
plus a bit of pep 8 and idiom to get ids from a recordset
9 years ago
19fcf3b945
[FIX] Flake8 issues
9 years ago
72d153c2cc
[CHG][mis_builder] Use company to get date_from
9 years ago
7203d99252
[FIX][mis_builder] Better with company
9 years ago
5a2d226c03
[WIP] domain for initial balance depending on account type
9 years ago
499ce4edc6
[FIX] Fix flake8 issues
9 years ago
261fd683ec
[FIX] reset permissions that should not have changed
9 years ago
8e4e046aee
[ADD] AccountingNone (singleton) to differentiate balances among which the debit and the credit are zero and balances among which debit and credit nullify
9 years ago
d526bb94c6
[IMP] add prefixes. comes from PR #145
9 years ago
1b11a87655
pep8 & co
9 years ago
43edb9a818
[FIX] remove unused import
9 years ago
f0fe48b322
no more parent_id, no more consolidation children
Code is simpler too but here we really lose functionality.
9 years ago
b1a5dc51a9
Migrate aep to 9.0: periods are gone, so far, so good
9 years ago
f4fbab3c1e
[ADD] mis_builder: hooks for analytic filtering
9 years ago
feb11730a5
PEP8
9 years ago
65c95b5a77
[IMP] mis_builder: fix docstring and improve readability of get_aml_domain_for_expr
10 years ago
1850957539
[FIX] mis_builder: fix regexp in legacy mode for account codes containing letters
10 years ago
d5ec45aa24
[IMP] mis_builder: improve docstrings
10 years ago
92eb54808c
[IMP] mis_builder: add copyright header to aep.py
10 years ago
615e67e02a
[IMP] mis_builder: tiny refactoring
10 years ago
407945e331
[IMP] mis_builder: date and modes i/e are not compatibles
10 years ago
1732179507
[IMP] mis_builder: improve documentation a bit
10 years ago
568242ac82
[FIX] mis_builder: fix detection of expression with accounting variables
10 years ago
4493a4ec0b
[IMP] mis_builder: refactor drilldown to reuse period computation and work for all modes
10 years ago
55b31f9cbd
[IMP] mis_builder: refactor to compute period only for modes actually used
10 years ago
0ede82e6da
[IMP] mis_builder: be more precise wrt the root account used
This solve issues with empty account selectors in presence of multiple companies.
10 years ago
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
10 years ago
44499e620d
[IMP] mis_builder: code cosmetics
10 years ago
36292b757f
[IMP] Refactor compute_period_domain
10 years ago
bea9dd0229
[IMP] mis_builder: support expresisons with no accounts (domain only)
10 years ago
27980dc501
[IMP] mis_builder: preliminary work to support expressions without accounts
eg expressions such as bale[][('account_id.type', '=', 'payable')]
10 years ago
c832bef4f3
[IMP] mis_builder: aep mode constants + prototype for period computation
10 years ago
fa86d99301
[FIX] mis_builder: use safe_eval in aep
10 years ago
7b89e6d573
[IMP] Refactor improvements using AEP
10 years ago
Stéphane Bidoul
Adrien Peiffer (ACSONE)
ThomasBinsfeld
jbeficent
Alexis de Lattre