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["qdp \(OpenERP\)" <qdp-launchpad@xxxxxxxxxxx>]

** Changed in: openobject-addons
   Importance: Undecided => Wishlist

** Changed in: openobject-addons
     Assignee: (unassigned) => OpenERP R&D Addons Team 3 (openerp-dev-addons3)

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[trunk] missing standard filters
https://bugs.launchpad.net/bugs/626867
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Status in OpenObject Addons Modules: Confirmed

Bug description:
I just post the result of the accounting expert list here

almost everywhere we need the following filters - please read the complete posting.

not having the "last ..... " filters makes the forms almost unusable especially for managers. (or everyone has to add these filters manually)

    * This month. (default)
    * This quarter.
    * This year.
    * Last month.
    * Last quarter.
    * Last year.


----------------------

Ferdinand Gassauer wrote:
> Hi!
>
> Now we get new forms with nice search views (apart the issue how to recognize
> pushed buttons)
>
> I want to point to the fact that for a manager the buttons found in
> Accounting / Reporting / Statistic reporting
> are not useful ENOUGH !!.
>
> invoice analysis
> * 365 days - what about 366 days ?
> * 30 days - what about 28/29/31 days ?
> * 7 days
> does it really mean the last 365 days - does someone need this
> I don't.
> or do we need what is mentioned below ?
>
> entries analysis
> * this year - hopefully fiscal year ?
> * this month
>
> IMHO for a manager this selection is almost useless.
> what he would really need (also) is
> * last year
> * last month
> * last quarter
> because that's what a manager is looking when he comes to office at the
> beginning of the next period (month / year / quarter)
>
> I also want to recall that many if not all business will
> * invoice outgoing sales during the first days of the next period forcing the
> old period
> * receive incoming invoices during the first days of the next period forcing
> the old period
>
> IMHO it is mandatory to add useful buttons.
>
> I assume this issue will be general for all modules.
>
> Opinions ?
>

+ 1, usually we don't want to see the last X days, but the last month.

I would vote for this default filters on the
analytic/financial-accounting-based analysis:

    * This period. (default)
    * This fiscal year.
    * Last period.
    * Last fiscal year.

And this ones for everything else (sales / purchases analysis):

    * This month. (default)
    * This quarter.
    * This year.
    * Last month.
    * Last quarter.
    * Last year.

--
Borja López Soilán
borjals@xxxxxxxxx