Cashbook: Line, bar and pie charts to show account balances and performance
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Frederik Jaeckel 99a25ffc2a Version 7.0.11
2024-07-19 17:15:37 +02:00
icon dashboard-view ok 2022-11-05 10:07:13 +01:00
locale Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
tests Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
view Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
.gitignore update gitignore 2024-07-19 17:14:13 +02:00
__init__.py replace 'domain' with 'context_domain' in 'ir.action.act_window' 2023-12-10 14:58:38 +01:00
colors.py auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
COPYRIGHT add license 2024-01-13 15:13:29 +01:00
currency.py formatting 2023-12-03 17:56:46 +01:00
evaluation.py Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
evaluation.xml ir-rule: condition --> Eval('user_id', -1) 2023-12-04 20:32:58 +01:00
evaluation_context.py formatting 2023-06-16 14:15:57 +02:00
evaluation_context.xml line: anzig+einstellungen ok + test 2022-11-05 00:19:41 +01:00
evaluation_wizard.py formatting 2023-12-03 17:56:46 +01:00
evaluation_wizard.xml graph weiter gebaut 2022-11-03 23:28:57 +01:00
icon.xml auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
investment.py Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
ir.py use irrulecontext to control context of ir.rule 2024-07-19 17:14:17 +02:00
ir.xml ir-rule: condition --> Eval('user_id', -1) 2023-12-04 20:32:58 +01:00
LICENSE add license 2024-01-13 15:13:29 +01:00
line.py Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
line.xml dashboard-view ok 2022-11-05 13:56:09 +01:00
MANIFEST.in add license 2024-01-13 15:13:29 +01:00
menu.xml auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
message.xml Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
README.rst Version 7.0.11 2024-07-19 17:15:37 +02:00
setup.py Tryton 7.0 2023-12-06 22:14:56 +01:00
templates.py Multiple Data Sources in Evaluations 2024-01-13 15:08:20 +01:00
tryton.cfg Version 7.0.11 2024-07-19 17:15:37 +02:00
versiondep.txt Version 7.0.10 2024-01-13 15:12:06 +01:00

mds-cashbook-report
===================
Tryton module to add reports to cashbook.

Install
=======

pip install mds-cashbook-report

Requires
========
- Tryton 7.0

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.

Changes
=======

*7.0.11 - 18.07.2024*

- updt: optimize check of permissions

*7.0.10 - 13.01.2024*

- add: multiple data sources in evaluations

*7.0.9 - 10.12.2023*

- fix: selection of lines in dashboard-view

*7.0.8 - 06.12.2023*

- compatibility to Tryton 7.0