On 25/03/13 15:58 +0100, Marco Huymajer wrote: > * Cédric Krier <[email protected]> [23.03 20:32]: > > > On 23/03/13 17:34 +0100, Marco Huymajer wrote: > > > Hi, > > > > > > I would like to start a discussion about doing basic financial analysis > > > with Tryton. > > > > > > I think there should be a framework to define financial ratios such as > > > liquidity, profitability etc. based on accounting data. > > > > First things to collect is how such data should be computed. > > As I currently see it, there are two types of computed values: > 1. Sums of balances of move lines with an account belonging to a specific > account or account type selection.
This seems to already exist as we display balance on chart of account and on the chart of account type. > For balance sheet type of accounts > the sum goes up to specific financial period, for profit and loss type of > accounts the sum goes over a period range. I don't see the difference, a single period is a range of period with only one inside. > 2. Some arithmetic operations with the values calculated from 1 or 2. > As the expensive part is already done by the database it would be possible > and convenient to use a Python expression here. Ok but the main difficulty is to link the expression to an account/account type. For me, it must use the DB id which is the only unique indentifier we have. For selecting the period, I guess a wizard could be used to open the view of the result and ask the periods. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: [email protected] Website: http://www.b2ck.com/
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