Metadata-Version: 2.1
Name: odoo-addon-account_analytic_searchpanel
Version: 18.0.1.1.0.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Adds an analytic plan search panel to analytic lines
Home-page: https://github.com/OCA/account-analytic
License: AGPL-3
Author: Quim Rebull (Coopdevs), Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

=====================
Analytic Search Panel
=====================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
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    :target: https://github.com/OCA/account-analytic/tree/18.0/account_analytic_searchpanel
    :alt: OCA/account-analytic
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module improves analytic line navigation by adding an Analytic Plan
search panel to the analytic line search view.

Analytic plans can be configured as explorable or not explorable in that
search panel. The panel keeps the analytic plan hierarchy, using the
plan ``parent_id``, so users can navigate the plan structure instead of
a flat list. This lets each database decide which analytic dimensions
are meaningful for navigation, without imposing that the panel always
follows the project dimension.

It also adds Analytic Plan and Analytic Account group-by entries, and
opens the standard analytic item actions grouped by Analytic Plan and
then Analytic Account.

Analytic lines also get one group-by per hierarchy level of their
analytic plan, counted top-down from the root plan (Root, Level 1 ...
Level 4). Unlike the standard ``Project (n)`` group-bys, which count
upwards from the plan of the analytic account, a given level always
means the same depth in the hierarchy, so grouping by Root, then Level
1, then Level 2 unfolds the plan tree consistently even when accounts
sit at different depths. Only the analytic account column
(``account_id``) is split into levels, up to five levels.

In the Analytic Items list view, plan levels a branch does not reach are
skipped: when grouping by a plan level only yields the empty group and a
deeper grouping follows, the list groups by the next one instead of
showing a chain of empty groups. This only applies to the analytic items
views (through their own ``js_class``); other views keep the standard
behaviour.

The same skipping applies to the Analytic Items pivot view, which also
unfolds down through the empty levels when a branch is expanded by hand,
and shades the plan rows by depth so that the hierarchy reads at a
glance.

**Table of contents**

.. contents::
   :local:

Usage
=====

1. Go to **Accounting > Configuration > Analytic Accounting > Analytic
   Plans**.
2. Enable **Show in Analytic Search Panel** on the dimensions that
   should be available for exploration.
3. Go to **Accounting > Analytic Accounting > Analytic Items**.
4. Use the left search panel to navigate the explorable analytic plan
   tree.
5. Review analytic lines grouped by Analytic Plan and Analytic Account.
6. To unfold the plan hierarchy, group by **Analytic Plan (Root)**, then
   **Analytic Plan (Level 1)**, **Analytic Plan (Level 2)** and so on.
7. Combine it with standard filters, groups, list, pivot, or graph
   views.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/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-analytic/issues/new?body=module:%20account_analytic_searchpanel%0Aversion:%2018.0%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
-------

* Quim Rebull (Coopdevs)

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

- Quim Rebull <quim@coopdevs.org>

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

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

|maintainer-QuiJoQuim| 

This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/18.0/account_analytic_searchpanel>`_ project on GitHub.

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