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[IMP] accounting: new tag selector for custom reports

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0c0cf8ebc9
added a new way to select accounts in the account_codes engine. This
commit adds some explanation in the doc on how to use this new syntax.

closes odoo/documentation#6505

X-original-commit: 1a32165180
Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
This commit is contained in:
oco-odoo 2023-11-17 11:48:37 +01:00 committed by Jonathan Castillo (jcs)
parent cb5c85eb6f
commit 4fc941c97b
1 changed files with 36 additions and 0 deletions
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content/applications/finance/accounting/reporting/customize.rst
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@ -220,6 +220,42 @@ To match the letter `C` or `D` in a prefix and not use it as a suffix, use an em
| `21D\\()`
| This formula matches accounts whose code starts with `21D`, regardless of their balance sign.
In addition to using code prefixes to include accounts, you can also match them with **account
tags**. This is especially useful, for example, if your country lacks a standardized chart of
accounts, where the same prefix might be used for different purposes across companies.
.. example::
| `tag(25)`
| This formula matches accounts whose associated tags contain the one with id *25*.
If the tag you reference is defined in a data file, an xmlid can be used instead of the id.
.. example::
| `tag(my_module.my_tag)`
| This formula matches accounts whose associated tags include the tag denoted by
*my_module.my_tag*.
You can also use arithmetic expressions with tags, possibly combining them with prefix selections.
.. example::
| `tag(my_module.my_tag) + tag(42) + 10`
| The balances of accounts tagged as *my_module.my_tag* will be summed with those of accounts
linked to the tag with ID *42* and accounts with the code prefix `10`
`C` and `D` suffixes can be used in the same way with tags.
.. example::
| `tag(my_module.my_tag)C`
| This formula matches accounts with the tag *my_module.my_tag* and a credit balance.
Prefix exclusion also works with tags.
.. example::
| `tag(my_module.my_tag)\\(10)`
| This formula matches accounts with the tag *my_module.my_tag* and a code not starting with
`10`.
'External Value' engine
-----------------------