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analytic_line_revenue

Author: Numigi
License: LGPL-3
Branch: init_repository
Repository: Numigi/odoo-project-addons
Dependencies: account, and analytic
Languages: PO File (24, 14.7%), Python (79, 48.5%), XML (35, 21.5%), and reStructuredText (25, 15.3%)
Other branches: 11.0, 12.0, 14.0, 452, TA#42546, TA#43556, TA#44075---manage_project_budget_using_milestone, TA#44076---Update-dockerfile, TA#44215---project_task_kanban_view_partner, TA#445738---project_outsourcing_timesheet_manage_contacts, TA#45451---add_project_milestone_week_duration, TA#45451---fix_after_test, TA#45452, TA#45459---project_milestone_timeline_dynamic, TA#45464---project_manager_access_right, TA#45526, TA#45528, TA#45902---analytic_line_revenue_v14, TA#45902---project_cost_smart_button_migration, TA#45902-analytic_line_employee_migration, TA#45949--account_stock_visibility, TA#46088---project_timesheet_time_control_employee_pin, TA#46412---project_default_task_stage, TA#46412---project_stage_no_quick_create, TA#46412---project_task_date_planned, TA#46412---project_type, TA#46412--project_task_full_text_search, TA#47760---correctif#6, TA#47906, TA#48575, TA#51167, TumbaoJu-patch-1, abenzbiria-patch-1, jbreard-patch-2, and timesheet_analytic_update
<h1 class="title">Analytic Line Revenue</h1> <div class="contents topic" id="table-of-contents"> <p class="topic-title">Table of Contents</p> <ul class="simple"> <li><a class="reference internal" href="#context" id="id1">Context</a></li> <li><a class="reference internal" href="#summary" id="id2">Summary</a></li> <li><a class="reference internal" href="#usage" id="id3">Usage</a></li> <li><a class="reference internal" href="#filters" id="id4">Filters</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> </ul> </div> <a name="context"></a> <h2><a class="toc-backref" href="#id1">Context</a></h2> <p>In vanilla Odoo, there is no distinction between analytic lines generated from expenses versus revenues.</p> <p>The sign of the amount can not be used for this purpose. For example, a supplier refund would be classified as a revenue.</p> <a name="summary"></a> <h2><a class="toc-backref" href="#id2">Summary</a></h2> <p>This module adds a boolean field <cite>Revenue</cite> on analytic lines.</p> <img alt="static/description/analytic_line_form.png" src="static/description/analytic_line_form.png" /> <p>When validating a journal entry, if a line has an account of type <cite>Revenue</cite>, the checkbox <cite>Revenue</cite> will be checked on the analytic lines.</p> <p>Any other analytic line is a cost by default.</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id3">Usage</a></h2> <p>As member of the group <cite>Sale / User</cite>, I confirm a customer invoice.</p> <img alt="static/description/customer_invoice_form.png" src="static/description/customer_invoice_form.png" /> <p>I notice that the generated analytic lines are revenues.</p> <img alt="static/description/customer_invoice_analytic_lines.png" src="static/description/customer_invoice_analytic_lines.png" /> <a name="filters"></a> <h2><a class="toc-backref" href="#id4">Filters</a></h2> <p>In the list of analytic lines, I find 2 new filters <cite>Costs</cite> and <cite>Revenues</cite>.</p> <img alt="static/description/analytic_line_filters.png" src="static/description/analytic_line_filters.png" /> <p>If I check <cite>Costs</cite>, the list view will exclude analytic lines with <cite>Revenue</cite> checked.</p> <img alt="static/description/analytic_line_costs.png" src="static/description/analytic_line_costs.png" /> <p>If I check <cite>Revenues</cite>, the list view will exclude analytic lines with <cite>Revenue</cite> unchecked.</p> <img alt="static/description/analytic_line_revenues.png" src="static/description/analytic_line_revenues.png" /> <a name="contributors"></a> <h2><a class="toc-backref" href="#id5">Contributors</a></h2> <ul class="simple"> <li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> </ul>