Add "Relative Period To" field on Financial report column set to specify range relatively

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Deepak Pansheriya
August 23, 2020, 2:16 PM

pushing all Financial report task in core is in goal before 8.1 release. All PR will be created. Currently I have some backlog to finish.

Anna Fadeeva
August 23, 2020, 4:16 PM

Good :)

Deepak Pansheriya
August 24, 2020, 1:31 PM
Edited

Pull request created.

Once migration script applied, You will notice Relative Period To column on Report Column Set-> Report Column.

 

in Period To, 0 is treated as selected period. If do not want to use period To then clear value which set null value on this column.

Period Type and Relative Period To Behavior

  1. If Period Type=Period then start date of from period to last date of Period To is used.

  2. If Period Type=Year then first date of start period year to last date of Period To is used

  3. Period Type=Total used and period To id not null then till Period To's end date is added in total

  4. When Period Type=Natural. If Period To specified, then for revenue and expense type of column reports natural total balance from starting of year of relative period and last date of Relative period To.
    For balance sheet account, it produce total till last date of Period To

Carlos Ruiz
September 5, 2020, 10:19 AM

Thanks and , I tested it - great feature!

, I would suggest to add a new feature documentation page for the management of Relative Period, and a second new feature for the add of @Period@ notation on the column name, that's a nice feature too and is easily unnoticed.

Regards,

Carlos Ruiz

Deepak Pansheriya
September 5, 2020, 5:35 PM

I added this in my task list.

Fixed

Assignee

Deepak Pansheriya

Reporter

Deepak Pansheriya

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Tested By

Anna Fadeeva

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Fix versions

Affects versions

Priority

Minor