cashbook_report/README.rst

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2022-10-28 09:57:52 +00:00
mds-cashbook-report
===================
Tryton module to add reports to cashbook.
Install
=======
pip install mds-cashbook-report
Requires
========
- Tryton 6.0
2023-03-13 08:25:48 +00:00
Info
====
Module cashbook_report adds the following evaluations:
- account balance as amount,
- price difference according to stock exchange price as amount,
- exchange rate difference in percent,
- current value according to stock exchange price,
- total yield
The displayed data is selected according to cash books,
types of cash books and cash books by category.
The presentation can be done as pie, bar and line chart.
For each evaluation, a dashboard view is also created,
so that you can display several evaluations at the same time.
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Changes
=======
2023-12-10 14:37:07 +00:00
*6.0.9 - 10.12.2023*
- fix: selection of lines in dashboard-view
2023-12-06 21:28:35 +00:00
*6.0.8 - 06.12.2023*
- optimized code
2023-03-11 07:24:19 +00:00
*6.0.7 - 11.03.2023*
- add: type of evaluation 'total yield' for cashbook/type/category
2023-02-06 19:23:59 +00:00
*6.0.6 - 06.02.2023*
- add: profit/loss-values for btype-selection of cashbooks
2023-02-06 08:33:24 +00:00
*6.0.5 - 06.02.2023*
- fix: values on non-asset-cashbooks
2023-02-05 17:20:36 +00:00
*6.0.4 - 05.02.2023*
- add: investment to evaluation-types
2022-11-08 21:03:24 +00:00
*6.0.3 - 08.11.2022*
- add: cashbook-categories for evaluation
- updt: optimized update of evaluation with existing dashboard-actions
- updt: limit bookings in evaluation-result to today
2022-11-05 20:55:36 +00:00
*6.0.2 - 05.11.2022*
- evaluation-line: permissions optimized
- evaluation: sorting by sequence
2022-11-05 12:57:29 +00:00
*6.0.1 - 05.11.2022*
- works
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*6.0.0 - 28.10.2022*
- init