Footnotes / Annotations

[alyngsoe]

Would it be possible in the report view to add a column for adding comments (in the report preview form), and also showing the column on the pdf report and xls export ?
Why: When the accountant is preparing reports for e.g. board meetings, it would be valuable if he/she could add short comments to specific report line. This could be "High costs from new machine impl." or "decreased sale on asia market" etc...

[sbidoul]

That would be a valuable feature.

I see it rather as footnotes than a comment column, what do you think?

From the top of my head, this requires:

• a new model (mis.report.instance.footnote) that associates the footnote text to a report cell, ie the couple (mis.report.subkpi, mis.report.instance.period).
• an extension to the preview widget to allow entering the footnotes
• updating the XLS and PDF exports to display the footnotes

[alyngsoe]

@sbidoul ,
I actually discussed this with a current customer, and here we clearly are in the need of comments on report line level. Although footnotes would also be (another) nice feature ;-)

I cannot contribute directly with development ressources, but would be happy to help in anyway by testing, feedback etc..

[sbidoul]

@alyngsoe can you elaborate on which use case line-level comments resolve that cannot be resolved with footnotes?

[alyngsoe]

@sbidoul
Use case 1: Tax control report.
We have a MIS tax report to show columns with "theoretical" and "actual" tax for each finansial account. When the company has an external financial audit, the internal accountant will look through this report and analyse differences. To explain the differences to the external accountant, he will need to put notes on all the report lines with differences.

[alyngsoe]

@sbidoul If your suggestion of a footnote model could give us the option to display a footnote number on the report lines ( as you usually do in regular "footnote" usage), then the footnote solution would be sufficient for the feature request.

[sbidoul]

@alyngsoe Yes that was my idea indeed.

[sbidoul]

A simplified design could start with linking footnotes to the couple (mis.report.kpi, mis.report.instance), ie report rows instead of cells. Attaching footnotes to cells could be optional and/or added later.

A further simplification is to let user enter footnootes in the mis.report.instance form instead of using a dedicated javascript widget. This is a bit less comfortable but much easier to implement, and the result (preview, pdf, excel) is the same.

[alyngsoe]

@sbidoul your simplificated solutions sounds good to me :-)

[lili94]

hi @sbidoul i need also to add Note colomun to my balance sheet , it s possible for now thanks

[hectorHerreraTeigeiro]

This approach works for us also.

[hitrosol]

Adding the footnotes in the report will give this module more powerful....:)

[lili94]

@hitrosol does anyone start develop this features ?

[sbidoul]

BTW, I plan to organize a MIS Builder workshop / Q&A session during #OCAdays2019. This could be the opportunity to discuss most wanted features and opportunities for community funding.

[lili94]

hi @sbidoul any features about this issue thanks

[sbidoul]

@lili94 no one has proposed a PR nor funding for this so far.

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