budget report - analytic account structure

Bug #364625 reported by Ferdinand
2
Affects Status Importance Assigned to Milestone
Odoo Addons (MOVED TO GITHUB)
Fix Released
Undecided
Jay Vora (Serpent Consulting Services)

Bug Description

the budget reports present the analytic accounts NOT ordered.

having some 100 analytic accounts with some 5-10 budget positions it is impossible to find anything.

IMHO the analytic account structure should be used to order the analytic accounts.

The budget positions should get a sequence number to be printed in this order.
Probably these positions will reflect the structure of P&L accounts.

Revision history for this message
Ferdinand (office-chricar) wrote :

I see - a lot of work is done in c2c_budget

Revision history for this message
Jay Vora (Serpent Consulting Services) (jayvora) wrote :

Hi ,

On Report of Budget:

1. Analytic Accounts are coming on ID order. (you want them on alphabetical order?)

2. Budget positions : why you need them ordered ? (they always appear in same order on any analytic account).

Thanks.

Changed in openobject-addons:
status: New → Invalid
Revision history for this message
Ferdinand (office-chricar) wrote :

ad 1) ID as order should be forbidden as requested already many times ;-) - ID's are not visible, and the only thing a user perceives is chaos and has to click the column header to sort the rows, loosing time and creating load on the system somewhere

ad2) accountants love structure and order :-)
usually you want earnings above costs and budget items should have a similar order as P&L statements - users and managers are familiar with this order.

but as I said c2c_budget solves a lot of issues as sort, versions, consolidation, currency, comment field... (but currently printing does not work - I contacted them already)
IMHO the efforts should be bundled on c2c_budget as account_budget is not enterprise ready - (sorry to say) pls have look

Changed in openobject-addons:
status: Invalid → New
Revision history for this message
Fabien (Open ERP) (fp-tinyerp) wrote :

Jay, can you put sequences and sort on sequence, name ?
In trunk, thanks.

Revision history for this message
Ferdinand (office-chricar) wrote :

Do we really need 2 budget modules
standard and c2c_budget ?
IMHO c2c_budget does most of what is needed

Changed in openobject-addons:
assignee: nobody → Jay (Open ERP) (jvo-openerp)
status: New → Confirmed
status: Confirmed → In Progress
Revision history for this message
Jay Vora (Serpent Consulting Services) (jayvora) wrote :

Hello,

1. Analytic accounts are now displayed alphabetically,

2. Sequence added on budgetary position.

3. As far the the display of the budgetary positions on that report is concerned, it actually comes as per the sequence of lines those appear on Budget. I have attached a snap.
   - Otherwise it leads to an ugly code.

Revision history for this message
Jay Vora (Serpent Consulting Services) (jayvora) wrote :

Corrections made in revision 2313.
Thanks.

Changed in openobject-addons:
status: In Progress → Fix Released
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