77 lines
1.5 KiB
ReStructuredText
77 lines
1.5 KiB
ReStructuredText
mds-cashbook-report
|
|
===================
|
|
Tryton module to add reports to cashbook.
|
|
|
|
Install
|
|
=======
|
|
|
|
pip install mds-cashbook-report
|
|
|
|
Requires
|
|
========
|
|
- Tryton 6.0
|
|
|
|
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
|
|
=======
|
|
|
|
*6.0.10 - 13.01.2024*
|
|
|
|
- add: multiple data sources in evaluations
|
|
|
|
*6.0.9 - 10.12.2023*
|
|
|
|
- fix: selection of lines in dashboard-view
|
|
|
|
*6.0.8 - 06.12.2023*
|
|
|
|
- optimized code
|
|
|
|
*6.0.7 - 11.03.2023*
|
|
|
|
- add: type of evaluation 'total yield' for cashbook/type/category
|
|
|
|
*6.0.6 - 06.02.2023*
|
|
|
|
- add: profit/loss-values for btype-selection of cashbooks
|
|
|
|
*6.0.5 - 06.02.2023*
|
|
|
|
- fix: values on non-asset-cashbooks
|
|
|
|
*6.0.4 - 05.02.2023*
|
|
|
|
- add: investment to evaluation-types
|
|
|
|
*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
|
|
|
|
*6.0.2 - 05.11.2022*
|
|
|
|
- evaluation-line: permissions optimized
|
|
- evaluation: sorting by sequence
|
|
|
|
*6.0.1 - 05.11.2022*
|
|
|
|
- works
|
|
|
|
*6.0.0 - 28.10.2022*
|
|
|
|
- init
|