Generate General Balance Report and Income Statement

[Josias Pérez]

Hi,

I would like to generate report for General Balance and Income Statement.

The report is generated from account.account.type and I can have all the field, but I would to stylize the report with different font size for parent/childs.

Thanks in advance.

[Sergi Almacellas Abellana]

El 07/06/18 a les 01:28, Josias Pérez ha escrit:

> Hi,
>
> I would like to generate report for General Balance and Income Statement.
>
> The report is generated from account.account.type and I can have all the field, but I would to stylize the report with different font size for parent/childs.
>

You should create a report template an add it to the
account.account.type to be able to export the data in the report format.
Have a look at the report documentation:

http://doc.tryton.org/4.8/trytond/doc/topics/reports/index.html

I think this will be a nice addition to the account module so it will be
great if you can propose a patch to include it. Have a look at:

http://www.tryton.org/how-to-contribute.html




--
Sergi Almacellas Abellana
www.koolpi.com
Twitter: @pokoli_srk

[Josias Pérez]

I have already created a report for account.account.type but I have doubts on how to order the data to print, I was thinking something like tree view but in a printed report, I will be perfect.

[Sergi Almacellas Abellana]

El 27/06/18 a les 01:34, Josias Pérez ha escrit:

> I have already created a report for account.account.type but I have doubts on how to order the data to print, I was thinking something like tree view but in a printed report, I will be perfect.
>

Normally a report work with the selected records. So the user selects
the records she wants to print and then the template is rendered for
each one of.

In your case, you can include the type childs if interested.

BTW, Could you explain which report are you going to develop? Maybe it's
interesting for other and can be included on account module.

[Josias Pérez]

I want to create General Balance Reports like this [1].

Like I said, I have already created the report but I need ideas how to order the records.

The logic is like this:
1. Create a wizard to select fiscalyear and root account (similar when create a plan from template).
2. Select the childs of these root account and display it in the correct order because the records are ordered by id or sequence or name, but not with the correct tree order (parent / child).

I think this could be made recursive but I still working on that, any suggestion is welcome.

You can see the module here [2]

[1] http://1.bp.blogspot.com/-ENe5ICLa_DM/Tcp42FzmpNI/AAAAAAAAAKM/LhRp0RUukbM/s1600/BALANCE+SHEET.png

[2] https://github.com/iehoshia/training_iesa/tree/master/account_report