Author: |
Elico Corp |
License: |
AGPL-3 |
Branch: |
5_business_requirement_deliverable_report |
Repository: |
victormmtorres/business-requirement |
Dependencies: |
business_requirement_deliverable,
and
report_docx |
Languages: |
Python (93, 38.3%),
XML (62, 25.5%),
and
reStructuredText (88, 36.2%) |
Other branches: |
10.0,
10.0-ADD-account_analytic_parent,
8.0,
8.0-ACL-Issue-business_requirement-duplication,
8.0-ADD-BRD-P-Template-With-Category,
8.0-ADD-sequence-on-resources-templates-model,
8.0-BR000796-add-responsible,
8.0-FIX-ACL-Issue-BRD_Cost,
8.0-FIX-BRD-Estimation-pricelist-on-deliverable,
8.0-FIX-BRD-Project-Task-Category-need-modify-all-RL-views,
8.0-FIX-BRD-Project-Tree-view-default-instead-of-kanban,
8.0-FIX-BRD-meaning-and-consistance,
8.0-FIX-BRD-product_pricelist-calculation,
8.0-FIX-business_requirement_deliverable_cost_Bug_regards_on_change_decortor_could_not_retrive_properly_pricelist,
8.0-FIX-centralized-pricelist-funct-BRD-cost,
8.0-Fix-OCA-issues-114-name-get,
8.0-Fix-business_requirement_deliverable_cost,
8.0-IMP-BRD-Report-with-9.0-Features,
8.0-IMP-business_requirement_deliverable-estimation-pricelist,
8.0-IMP-business_requirement_deliverable_cost_estimation_pricelist,
8.0-IMP-business_requirement_deliverable_cost_pricelist_from_master_project,
8.0-InfraTODO-Stakeholder-Approval-State,
8.0-OCA-business-requirement-issues-239,
8.0-REF-business_requirement_resource_default,
8.0-RM-business_requirement_deliverable_cost-estimation-pricelist,
8.0-business-requirement-deliverable-project-br-id-should-be-editable,
8.0-business_requirement_deliverable_project,
8.0-fix-business_requirement_deliverable_cost,
8.0-fix-business_requirement_deliverable_project,
8.0-fix-business_requirement_deliverable_project_categ,
8.0-integration_project_category_main_business_requirement_task_generation_projects,
frank-8.0-fix-business_requirement_deliverable_project_categ,
franksongfeng-8.0-fix-business_requirement_deliverable_project_categ,
and
patch-1 |
Other repositories: |
554513154/business-requirement,
Arpit-SerpentCS/business-requirement,
Change2improve/business-requirement,
Clear-ICT/business-requirement,
Dobtor-OCA/business-requirement,
ERPLibre/business-requirement,
Gofekra/business-requirement,
GrupoAlvamex/business-requirement,
Guobower/business-requirement,
HarshalBhoir/business-requirement,
HengzheLi/business-requirement,
Ingeos/business-requirement,
JoJoJoJoJoJoJo/business-requirement,
MathBenTech/business-requirement,
NeatNerdPrime/business-requirement,
Nikul-Chaudhary/business-requirement,
OCA-MUK/business-requirement,
OCA/business-requirement,
OdooBulgaria/business-requirement,
Omarius1981/business-requirement,
RawEvan/business-requirement,
Reinhard-sheng/business-requirement,
Saharaifs/business-requirement,
SanteLibre/business-requirement,
SeuMarco/business-requirement,
Tecnativa/business-requirement,
VisiionSolucionesTecnologicas/business-requirement,
XXXXLM/business-requirement,
YogeshMahera-SerpentCS/business-requirement,
Zhouhao12345/business-requirement,
adolfoeliazat/business-requirement,
ahilali/business-requirement,
akhdaniel/business-requirement,
apertoso/business-requirement,
apetbiz/business-requirement,
bishalgit/business-requirement,
bjoliveau/business-requirement,
bmya/business-requirement,
chianggq/business-requirement,
cristinamartinrod/business-requirement,
danger89/business-requirement,
darshan-odoo/business-requirement,
dong-z/business-requirement,
elvirekemajou/business-requirement,
ericflaux/business-requirement,
fausthuang/business-requirement,
gastonfeng/business-requirement,
gorozcoh/business-requirement,
greatontime/business-requirement,
guillermm/business-requirement,
haroldtamo/business-requirement,
iRichGit/business-requirement,
intero-chz/business-requirement,
isoscl/business-requirement,
jason156/business-requirement,
joycehuan/business-requirement,
kodingway/business-requirement,
lambone/business-requirement,
lideritjnma/business-requirement,
lithint/business-requirement,
lonelysun/business-requirement,
loyalcomps/business-requirement,
masking/business-requirement,
mjadily/business-requirement,
necrodevz/business-requirement,
nicolasmurer/business-requirement,
odoobgorg/OCA-business-requirement,
odoosoft/business-requirement,
one2pret/business-requirement,
open-synergy/business-requirement,
osfp-Pakistan/business-requirement,
osiell/business-requirement,
prodweb1/business-requirement,
pscloud/business-requirement,
rsullivan2704/business-requirement,
rubencabrera/business-requirement,
ruter-lyu/business-requirement,
sadeqamin/business-requirement,
sagar-developer-92/business-requirement,
sanube/business-requirement,
seb-elico/business-requirement,
serpentcs-dev1/business-requirement,
sewisoft/business-requirement,
somnangrom/business-requirement,
spacimek/business-requirement,
steingabelgaard/business-requirement,
sudhir-serpentcs/business-requirement,
unitek-solusi/OCA-business-requirement,
valenciaricardos/business-requirement,
vialaurea/OCA-business-requirement,
xie8899/project,
yasmanycastillo/business-requirement,
yf956613/business-requirement,
and
yustas147/business-requirement |
<a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
</a>
<a name="business-requirement-report-docx-module"></a>
<h2>Business Requirement Report Docx Module</h2>
<a name="introduction"></a>
<h3>Introduction</h3>
<p>This module is part of a set ("Business Requirement").
The Business Requirements features start as independent entities, and can be
used as standalone.</p>
<p>Additional modules integrate them with other business areas, such as Sales,
Procurement, Project or Analytic Accounting. For example:</p>
<ul class="simple">
<li>Sales Quotation can have an estimation supported by a BR analysis</li>
<li>Project Tasks can be related to the BRs they implement or support</li>
<li>Procurement and purchase can be generated out of the BR</li>
</ul>
<p><img alt="Business Requirement List view" src="business_requirement_deliverable_report/static/img/bus_req_tree.png" style="width: 800px;" /></p>
<p>The following diagram gives a simplified view of the universe:</p>
<p><img alt="Business Requirement modules diagram" src="business_requirement_deliverable_report/static/img/bus_req_module_diag.png" style="width: 800px;" /></p>
<a name="what-is-a-business-requirement"></a>
<h3>What is a Business Requirement?</h3>
<p>A Business requirement (BR) is the expression of a business need by a customer
or internal project user.
A BR can contain multiple different parts depending on the company needs:</p>
<ul class="simple">
<li>Customer Story: this is the requirement as expressed by the customer</li>
<li>Scenario: How/where the current solution can provide a suitable scenario to
answer the customer story</li>
<li>Gap: For the uncovered part of the scenario, elaborate the gap/need for specific
developments/setup</li>
<li>Deliverables to be provided to the customer/user</li>
<li>Resources necessary to achieve the deliverables</li>
<li>Additional information (approval, cost control etc.)</li>
</ul>
<p>These modules were originally designed for the service/IT industry but the
requirement management is generic and can apply to many cases/industries (customer
or internal projects):</p>
<ul class="simple">
<li>Construction</li>
<li>Trading (New product development)</li>
<li>Business Consultancy</li>
<li>IT development</li>
</ul>
<p>What is the difference between a BR and CRM lead?</p>
<ul class="simple">
<li>CRM leads are sales oriented</li>
<li>BR are project and workload estimation oriented</li>
</ul>
<a name="how-to-use-this-module"></a>
<h3>How to use this module?</h3>
<p>This module adds multiple printouts to the deliverable modules:</p>
<ul class="simple">
<li>Basic Business requirement printout: including header, Customer story,
scenario and gap analysis</li>
</ul>
<p><img alt="Basic Business requirement printout" src="business_requirement_deliverable_report/static/img/bus_req_report1.png" style="width: 800px;" /></p>
<ul class="simple">
<li>Deliverable printout: above printout including the deliverable lines at
sales price</li>
</ul>
<p><img alt="Deliverable printout (details)" src="business_requirement_deliverable_report/static/img/bus_req_report2.png" style="width: 800px;" /></p>
<ul class="simple">
<li>Resource Printout: above printout including the resource lines with
expected quantity</li>
</ul>
<p><img alt="Resource Printout (details)" src="business_requirement_deliverable_report/static/img/bus_req_report3.png" style="width: 800px;" /></p>
<a name="installation"></a>
<h4>Installation</h4>
<p>Install the module base_report_docx, required as a dependency (some external
dependencies like html2txt, docxtpl, pypdf or reportlab might be required).</p>
<p>Make sure to set up the wkhtml2pdf in system properties (add a key webkit_path
with value /path_to_file/wkhtml2pdf).</p>
<a name="configuration"></a>
<h4>Configuration</h4>
<p>No specific configuration required</p>
<a name="usage"></a>
<h4>Usage</h4>
<p>Select the BR and print desired report</p>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/140/8.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="known-issues-roadmap"></a>
<h4>Known issues / Roadmap</h4>
<ul class="simple">
<li>Current rendering engine does not allow to print images and formatting from
html field (either improve the current base_report_docx or change to Qweb)</li>
<li>add currency and multiple formatting improvements (page break between
deliverables for example)</li>
</ul>
<a name="bug-tracker"></a>
<h4>Bug Tracker</h4>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/business-requirement/issues">GitHub Issues</a>.
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.</p>
<a name="credits"></a>
<h4>Credits</h4>
<a name="contributors"></a>
<h5>Contributors</h5>
<ul class="simple">
<li>Eric Caudal <<a class="reference external" href="mailto:eric.caudal@elico-corp.com">eric.caudal@elico-corp.com</a>></li>
<li>Siyuan Gu <<a class="reference external" href="mailto:gu.siyuan@elico-corp.com">gu.siyuan@elico-corp.com</a>></li>
<li>Victor M. Martin <<a class="reference external" href="mailto:victor.martin@elico-corp.com">victor.martin@elico-corp.com</a>></li>
</ul>
<a name="maintainer"></a>
<h5>Maintainer</h5>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>This module is maintained by the OCA.</p>
<p>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.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>