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113 lines
4.4 KiB
ReStructuredText
113 lines
4.4 KiB
ReStructuredText
======================
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Journal Item Drilldown
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======================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/12.0/account_move_line_drilldown
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_move_line_drilldown
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/92/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows the Billing Manager to navigate the amounts in the chart
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of accounts across the first two levels of the account group hierarchy plus
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the account level.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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To allow the user to browse through the first two levels of the chart of account
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codes, this module adds two dedicated columns to the journal item table to
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store top level, and the top - 1 level of the account group hierarchy that the
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journal item belongs to. The columns are populated automatically during the
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installation of the module. The installation will take about 2 minutes for every
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million move lines in your database.
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Configuration
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=============
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In order to enable the pseudohierachy that this module exposes in its move
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line pivot view, you need to configure the account group on all accounts in
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your chart of accounts.
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Usage
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=====
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Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse
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journal items across the first two levels of the account group hierarchy plus
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the account level.
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By default, you will get a pivot view with the three levels expanded:
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_pivot.png
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:scale: 80 %
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:alt: journal Item Drilldown pivot view
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The three levels are: the top level of the account.group hierarchy,
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the top - 1 level of the account.group hierarchy, and the account
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itself. You can easily collapse a level by deselecting them in the `Group By`
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dropdown in the search bar.
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You can also browse the journal items by switching to the tree view and click
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through the grouping levels in that view.
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_tree.png
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:scale: 80 %
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:alt: journal Item Drilldown tree view
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_line_drilldown%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Opener B.V.
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_move_line_drilldown>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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