Metadata-Version: 2.1
Name: odoo-addon-account_move_line_cumulated_balance
Version: 17.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Show the cumulated balance on journal items
Home-page: https://github.com/OCA/account-financial-reporting
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

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===================================
Account Move Line Cumulated Balance
===================================

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|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds a dedicated journal items list to use Odoo's native
cumulated balance.

The value is computed by ``account.move.line`` from the current list
domain and sort order, so it behaves like a running balance for the
records displayed in the view.

To avoid expensive accidental computations, the dedicated action only
computes the cumulated balance when the list is grouped or filtered by
account.

When the list has a lower date filter, the cumulated balance includes
the initial balance before that date for each account, while keeping the
visible lines restricted to the selected period.

If the list is grouped by additional stored fields, such as partner, the
visible cumulated balance and the initial balance are computed
independently for each group.

**Table of contents**

.. contents::
   :local:

Usage
=====

To use this module:

1. Go to Accounting > Accounting > Journal Items Cumulated Balance.
2. Keep the default Account grouping or filter the list by an account.
3. Sort the lines as needed; the value follows the active order and
   domain.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_move_line_cumulated_balance%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Carlos Dauden

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-carlosdauden| image:: https://github.com/carlosdauden.png?size=40px
    :target: https://github.com/carlosdauden
    :alt: carlosdauden

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-carlosdauden| 

This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/17.0/account_move_line_cumulated_balance>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
