[RFC] BI report for the business requirements

[elicoidal]

Create a 3 BR reports including the following

Common information for dimension:

• from BR main information: name+description+customer+Master Project+change request+ Priority
• from DL main information (outside join): Product+description
• from RL main information (outside join): Product+description

Report 1 (BR Cost control)

To be added in br_deliverable_cost.
Measures should be:

• Count #BR
• Count #DL
• Count #RL
• Total qty (from RL)
• Total qty (from DL)
• Sales price (from DL)
• Total Revenue (from DL)
• Cost price (from RL)
• Total cost (from RL)
• Gross Profit (calculation)

Accessibility only to "BR Cost manager"

Report 2 (BR Sales Follow-up)

To be included in module br_deliverable.
Measures should be:

• Count #BR
• Count #DL
• Count #RL
• Total qty (from RL)
• Total qty (from DL)
• Sales price
• Total Revenue

Accessibility only to "BR Sales Estimate"

Report 3 (BR follow-up)

To be included in the business_requirement_deliverable module:
Measures should be:

• Count #BR
• Count #DL
• Count #RL
• Total qty (from RL)
• Total qty (from DL)

Accessibility only to "BR manager"

[elicoidal]

@jbeficent @dreispt your opinion?

[dreispt]

Sounds good to me. 👍

[JordiBForgeFlow]

Isn't this something you could easily accomplish with the BI builder? Considering that migrating BI builder generated models across versions can be painful, 👍 Regarding the BR for cost control, I think that it would be interesting to have the total costs and gross profit directly computed in the DL, as computed stored field, visible in the DL form view. That way you do not need to compute it in the report, and is also valuable information to the user. [image: Inline image 1] Regards, Jordi.

…

On Fri, Mar 10, 2017 at 4:08 PM, Daniel Reis ***@***.***> wrote: Sounds good to me. 👍 — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#80 (comment)>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AHU_VmYpU2jwJAx7Chf-2J-WNA2sOBhLks5rkWdwgaJpZM4MWaDX> .

-- Jordi Ballester Alomar CEO & Founder | Eficent (+34) 629530707 | jordi.ballester@eficent.com | http://www.eficent.com Twitter: https://twitter.com/jbeficent_erp | Linkedin: https://www.linkedin.com/in/jordiballesteralomar

[elicoidal]

Regarding the BR for cost control, I think that it would be interesting to have the total costs and gross profit directly computed in the DL, as computed stored field, visible in the DL form view. That way you do not need to compute it in the report, and is also valuable information to the user.

Excellent idea. The BR total could still be generated anyway if necessary. See #84

[elicoidal]

@jbeficent not sure about your comment:

Isn't this something you could easily accomplish with the BI builder? Considering that migrating BI builder generated models across versions can be painful, 👍

Do you mean that we should not bother with this blueprint as the BI builder can do it?

[JordiBForgeFlow]

Yes, but it is not yet clear to me how to migrate reports.generated by the BI buiñder across versions. You can check here OCA/reporting-engine#59

…

On Mar 11, 2017 2:59 AM, "Eric @ Elico Corp" ***@***.***> wrote: @jbeficent <https://github.com/jbeficent> not sure about your comment: Isn't this something you could easily accomplish with the BI builder? Considering that migrating BI builder generated models across versions can be painful, 👍 Do you mean that we should not bother with this blueprint as the BI builder can do it? — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#80 (comment)>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AHU_Vu07Rh7zMsuPqXr_WpajvTN9Zlz7ks5rkf_3gaJpZM4MWaDX> .

[elicoidal]

@jbeficent I think the BI editor is a powerful tool but i think as well that the modules should provide the standard basic reports to get started with out-of-the-box without hassle.
So I would go for this one.

[JordiBForgeFlow]

Ok!

…

On Mar 11, 2017 7:49 AM, "Eric @ Elico Corp" ***@***.***> wrote: @jbeficent <https://github.com/jbeficent> I think the BI editor is a powerful tool but i think as well that the modules should provide the standard basic reports to get started with out-of-the-box without hassle. So I would go for this one. — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#80 (comment)>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AHU_VuhxFASeIR7UhIFExaJq1Y5RqBp-ks5rkkP2gaJpZM4MWaDX> .

[dreispt]

@elicoidal , still @jbeficent 's suggestion to have gross profit available would be great.

[elicoidal]

@dreispt please check #84

[elicoidal]

Implemented via #86