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[RFC] account_financial_report: Improve UX in accounting reports and wizards #1153

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carlosdauden opened this issue May 3, 2024 · 5 comments
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enhancement stale PR/Issue without recent activity, it'll be soon closed automatically.

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@carlosdauden
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The way accounting reports are obtained leaves a lot to be desired, and it is quite embarrassing to teach accountants how to use them (at least Spanish accountants).

This issue is opened to comment on the improvements to be introduced respecting as much as possible the use and needs of the whole Odoo community.

ping account PSCs: @AaronHForgeFlow @adrienpeiffer @grindtildeath @tafaRU @alexis-via @fclementic2c @HaraldPanten @jgrandguillaume @JordiBForgeFlow @kittiu @max3903 @rafaelbn @sergiocorato @sbidoul @sergio-teruel

@pedrobaeza
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One thing mentioned in #1148 (comment) is that the analytic account column is not hidden if no analytic is selected. I think this is a bug to be fixed, and I think this was taken into account in some moment in the past.

@carlosdauden
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A model could be added to show the fields to be displayed as discussed here, similar to what is done in this development:

https://github.com/Tecnativa/tms/blob/15.0/tms_reporting/models/tms_print_template.py
https://github.com/Tecnativa/tms/blob/15.0/tms_reporting/views/report_account_invoice.xml#L12-L46

@JordiBForgeFlow
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@carlosdauden the statement "The way accounting reports are obtained leaves a lot to be desired" is a bit too vague, isn't it? What is wrong with them?

@HaraldPanten
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HaraldPanten commented May 3, 2024

@carlosdauden the statement "The way accounting reports are obtained leaves a lot to be desired" is a bit too vague, isn't it? What is wrong with them?

I was thinking the same. Could you make a deeper analysis or explain it a little bit more?

Of course, any improvement would be taken in consideration. The Spanish OCA Days meeting could be a nice place where to talk about that.

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github-actions bot commented Nov 3, 2024

There hasn't been any activity on this issue in the past 6 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days.
If you want this issue to never become stale, please ask a PSC member to apply the "no stale" label.

@github-actions github-actions bot added the stale PR/Issue without recent activity, it'll be soon closed automatically. label Nov 3, 2024
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