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Group Analytic Entries by Dimensions

Project description

Beta License: AGPL-3 OCA/account-analytic Translate me on Weblate Try me on Runbot

This module allows to group Analytic Tags on Dimensions.

Dimensions are created as custom field, then you can group by Dimensions on:

  • Account/Adviser/Journal Items

  • Account/Reports/Business Intelligence/Analytic Entries

When you set Tags on Analytic Entries, each custom field for dimensions is updated with its Tag.

One Tag is only allowed on one Dimension, and you can not set more than one Tag from same Dimensions on Analytic Entry.

Table of contents

Configuration

To configure this module, you need to:

  • go to /Invoicing/Configuration/Analytic Accounting/Analytic Accounts Dimensions to create new Analytic Dimensions.

  • You can create new Analytic Tags on this form, or go to /Invoicing/Configuration/Analytic Accounting/Analytic Tags and set Dimension for each Tag.

Known issues / Roadmap

  • Analytic Entries with Tags created before installing this module are not updated with theirs Dimensions.

  • Set color on Analytic Dimensions, and get it on Analytic Tags.

  • Change implementation to create stored computed fields, instead of rewrite create and write functions.

  • On the function that create fields, get all the models that inherit from AbstractModel

  • Set dimension on invoice report

  • Improve fields_view_get to create filters on search view

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • PESOL

  • Tecnativa

Contributors

Other credits

  • Odoo Community Association: Icon.

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/account-analytic project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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