8722ea902e
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2068
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==================================================
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Create a customized reports with your own formulas
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==================================================
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Overview
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========
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Odoo 13 comes with a powerful and easy-to-use reporting framework.
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Creating new reports (such as a tax report or a balance sheet or
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income statement with specific groupings and layout ) to suit your
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needs is now easier than ever.
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Activate the developer mode
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===========================
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In order to have access to the financial report creation interface, the
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:ref:`developer mode <developer-mode>` needs to be activated.
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Create your financial report
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============================
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First, you need to create your financial report. To do that, go to
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:menuselection:`Accounting --> Configuration --> Financial Reports`
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.. image:: customize/customize02.png
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:align: center
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Once the name is entered, there are two other parameters that need to be
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configured:
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- **Show Credit and Debit Columns**
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- **Analysis Period** :
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- Based on date ranges (e.g. Profit and Loss)
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- Based on a single date (e.g. Balance Sheet)
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- Based on date ranges with 'older' and 'total' columns and last 3
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months (e.g. Aged Partner Balances)
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- Bases on date ranges and cash basis method (e.g. Cash Flow
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Statement)
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Add lines in your custom reports
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=================================
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After you've created the report, you need to fill it with lines. They
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all need a **name**, a **code** (that is used to refer to the line), a
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**sequence number** and a **level** (Used for the line rendering).
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.. image:: customize/customize04.png
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:align: center
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In the **formulas** field you can add one or more formulas to assign a
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value to the balance column (and debit and credit column if applicable –
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separated by ;)
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You have several objects available in the formula :
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- ``Ndays`` : The number of days in the selected period (for reports with a
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date range).
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- Another report, referenced by its code. Use ``.balance`` to get its
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balance value (also available are ``.credit``, ``.debit`` and
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``.amount_residual``)
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A line can also be based on the sum of account move lines on a selected
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domain. In which case you need to fill the domain field with an Odoo
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domain on the account move line object. Then an extra object is
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available in the formulas field, namely ``sum``, the sum of the account
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move lines in the domain. You can also use the group by field to group
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the account move lines by one of their columns.
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Other useful fields :
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- **Type** : Type of the result of the formula.
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- **Is growth good when positive** : Used when computing the comparison
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column. Check if growth is good (displayed in green) or not.
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- **Special date changer** : If a specific line in a report should not use
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the same dates as the rest of the report.
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- **Show domain** : How the domain of a line is displayed. Can be foldable
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(``default``, hidden at the start but can be unfolded), ``always``
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(always displayed) or ``never`` (never shown).
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.. seealso::
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* :doc:`main_reports`
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