> Balance Sheet
> The Balance Sheet does not propagate values to the context form of
> accounts and move lines. It is always filled with the default today date.
> Additionally there is a 'compare'
> Boolean on the context form, which has no functionality here.
I tested review43961002 and review39131002 (from issue7117), here are my
The Balance Sheet does not propagate values to the context form of
accounts and move lines. It is always filled with the default today date.
Additionally there is a 'compare' Boolean on the context form, which has no
The resulting accounts and moves from income statement looks good and
All values are propagated from the income statement to the context form of the
There is no 'compare' Boolean on the context form.
I can not find any better solution than a wizard but the selection of which action to trigger should depend on the context and not on the active_ids. I think this will require that the client will set also the context model in the action data.
Also the account chart should have a context model.
The main issue here is that from the action it's not possible to select which tree_action should be executed (and that's why the wizard is need).
One idea will be to add a domain on the action keywords, to restrict on which values the keyword is available. Like we do for view inheritance.
Income Statement and Balance Sheet are both account.type reports.
While general ledger accounts (Sergis path) seems the appropriate
report for income statements, the account report seems the appropriate
report for balance sheet (status quo).
With Sergis patch the accounts in the balance sheet are empty.
IMHO we need to separate the reports for balance sheet and income
statement. I see no other way then using a wizard which decides to use
general ledger accounts for income statement and account for balance sheet.
IMHO we have two issues here:
* the functional fields from the account module do not know about the
start_period and end_period context keywords, as sergi resumed in
* the shown move lines needed to be filtered by date
between start period and end period.
I do not see another way as using wizards and reverting review36631002
What do you think?
I tested the scenario again on http://demo4.6.tryton.org/
with Income Statement
* Fiscalyear: 2017
* Start Period: 2017-01
* End Period: 2017-09
* Type: Revenue
and I am sure the issue is not solved.
In the resulting list of Revenue accounts (only Main Revenue)
and the linked account moves, the Start Period and/or End Period
filter is not applied to the sums and to the move lines.
copied from: https://groups.google.com/forum/#!topic/tryton/uwhl8dXL30A
The fiscal year/period context from the dynamic views of income statement
is not propagated to the underlying accounts and move lines.
Having a fiscal year with many periods and account moves using relevant
accounts for income statement.
Show the dynamic view of the income statement. with::
Menu: Financial / Reporting /Income Statement
In the context header choose a fiscal year, start period and end period.
After reload, the tree view and the accumulated sums of the income
statement are updated.
*Double-clicking* or pressing *Enter* on an account type with connected
* a different accumulated sum than in the income statement.
Entering one of these accounts, shows all move lines in all open
* it should only show move lines in the given periods of the