Cashbook: Line, bar and pie charts to show account balances and performance
Find a file
Frederik Jaeckel 7461d80f51 Version 6.0.9
2023-12-10 15:37:07 +01:00
icon dashboard-view ok 2022-11-05 10:07:13 +01:00
locale add translations 2023-03-11 08:19:48 +01:00
tests replace 'domain' with 'context_domain' in 'ir.action.act_window' 2023-12-10 14:58:38 +01:00
view Kassenbuchkategorie eingebunden + Test 2022-11-08 21:56:03 +01:00
.hgignore auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
__init__.py merge... 2023-12-10 15:32:12 +01:00
colors.py auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
currency.py formatting 2023-12-03 17:56:46 +01:00
evaluation.py replace 'domain' with 'context_domain' in 'ir.action.act_window' 2023-12-10 14:58:38 +01:00
evaluation.xml auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
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 formatting 2023-12-03 17:56:46 +01:00
ir.py merge... 2023-12-10 15:32:12 +01:00
ir.xml dashboard-view ok 2022-11-05 13:56:09 +01:00
line.py formatting 2023-12-03 17:56:46 +01:00
line.xml dashboard-view ok 2022-11-05 13:56:09 +01:00
menu.xml auswertung-tabelle, menü, icon 2022-10-28 13:27:33 +02:00
message.xml add translations 2023-03-11 08:19:48 +01:00
README.rst Version 6.0.9 2023-12-10 15:37:07 +01:00
setup.py formatting 2023-06-16 14:15:57 +02:00
templates.py formatting 2023-06-16 14:15:57 +02:00
tryton.cfg Version 6.0.9 2023-12-10 15:37:07 +01:00
versiondep.txt Version 6.0.8 2023-12-06 22:28:35 +01:00

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
=======

*6.0.9 - 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