odoo-addon-mis-builder 16.0.5.1.11.1__py3-none-any.whl → 17.0.1.0.0.2__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- odoo/addons/mis_builder/README.rst +474 -429
- odoo/addons/mis_builder/__manifest__.py +1 -1
- odoo/addons/mis_builder/i18n/fr.po +4 -4
- odoo/addons/mis_builder/i18n/it.po +2 -2
- odoo/addons/mis_builder/i18n/mis_builder.pot +1 -17
- odoo/addons/mis_builder/models/aep.py +1 -1
- odoo/addons/mis_builder/models/expression_evaluator.py +1 -1
- odoo/addons/mis_builder/models/kpimatrix.py +5 -2
- odoo/addons/mis_builder/models/mis_kpi_data.py +1 -3
- odoo/addons/mis_builder/models/mis_report.py +18 -19
- odoo/addons/mis_builder/models/mis_report_instance.py +4 -9
- odoo/addons/mis_builder/readme/CONTRIBUTORS.md +29 -0
- odoo/addons/mis_builder/readme/DESCRIPTION.md +5 -0
- odoo/addons/mis_builder/readme/DEVELOP.md +7 -0
- odoo/addons/mis_builder/readme/HISTORY.md +542 -0
- odoo/addons/mis_builder/readme/INSTALL.md +7 -0
- odoo/addons/mis_builder/readme/ROADMAP.md +5 -0
- odoo/addons/mis_builder/readme/USAGE.md +19 -0
- odoo/addons/mis_builder/static/description/index.html +305 -238
- odoo/addons/mis_builder/static/src/components/mis_report_widget.esm.js +7 -4
- odoo/addons/mis_builder/static/src/components/mis_report_widget.xml +5 -5
- odoo/addons/mis_builder/tests/test_aep.py +17 -2
- odoo/addons/mis_builder/views/mis_report.xml +7 -11
- odoo/addons/mis_builder/views/mis_report_instance.xml +38 -47
- odoo/addons/mis_builder/views/mis_report_style.xml +12 -46
- odoo_addon_mis_builder-17.0.1.0.0.2.dist-info/METADATA +778 -0
- {odoo_addon_mis_builder-16.0.5.1.11.1.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/RECORD +29 -32
- odoo/addons/mis_builder/migrations/16.0.5.0.0/end-migrate.py +0 -10
- odoo/addons/mis_builder/migrations/8.0.2.0.0/post-migration.py +0 -29
- odoo/addons/mis_builder/migrations/8.0.2.0.0/pre-migration.py +0 -20
- odoo/addons/mis_builder/readme/CONTRIBUTORS.rst +0 -27
- odoo/addons/mis_builder/readme/DESCRIPTION.rst +0 -5
- odoo/addons/mis_builder/readme/DEVELOP.rst +0 -6
- odoo/addons/mis_builder/readme/HISTORY.rst +0 -539
- odoo/addons/mis_builder/readme/INSTALL.rst +0 -7
- odoo/addons/mis_builder/readme/ROADMAP.rst +0 -3
- odoo/addons/mis_builder/readme/USAGE.rst +0 -26
- odoo_addon_mis_builder-16.0.5.1.11.1.dist-info/METADATA +0 -733
- {odoo_addon_mis_builder-16.0.5.1.11.1.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/WHEEL +0 -0
- {odoo_addon_mis_builder-16.0.5.1.11.1.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/top_level.txt +0 -0
@@ -7,7 +7,7 @@ MIS Builder
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:
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!! source digest: sha256:f8989a4fefbc9688a39969027c326e5999fc1eff237716e8dbe5d54550584837
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
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:target: https://github.com/OCA/mis-builder/tree/
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:target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder
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:alt: OCA/mis-builder
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/mis-builder-
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:target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=
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:target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to build Management Information Systems
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Such style of reports presents KPI in rows and time periods
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Reports mainly fetch data from account moves, but can also
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from arbitrary Odoo models. Reports can be exported
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can be added to Odoo dashboards.
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This module allows you to build Management Information Systems
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dashboards. Such style of reports presents KPI in rows and time periods
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in columns. Reports mainly fetch data from account moves, but can also
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combine data coming from arbitrary Odoo models. Reports can be exported
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to PDF, Excel and they can be added to Odoo dashboards.
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**Table of contents**
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An easy way to install it with all its dependencies is using pip:
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- ``pip install --pre odoo12-addon-mis_builder``
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- then restart Odoo, update the addons list in your database, and
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install the MIS Builder application.
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Usage
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=====
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To configure this module, you need to:
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- Go to Accounting > Configuration > MIS Reporting > MIS Report
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Templates where you can create report templates by defining KPI's.
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KPI's constitute the rows of your reports. Such report templates are
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time independent.
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:alt: Sample report template
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:width: 80 %
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:align: center
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|image1|
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- Then in Accounting > Reports > MIS Reporting > MIS Reports you can
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create report instance by binding the templates to time periods,
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hence defining the columns of your reports.
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:alt: Sample report configuration
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:width: 80 %
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|image2|
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- From the MIS Reports view, you can preview the report, add it to and
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Odoo dashboard, and export it to PDF or Excel.
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.. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
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.. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
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.. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
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Development
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===========
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A typical extension is to provide a mechanism to filter reports on
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or operational units. To implement this, you can
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and _get_additional_filter
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A typical extension is to provide a mechanism to filter reports on
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analytic dimensions or operational units. To implement this, you can
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override \_get_additional_move_line_filter and \_get_additional_filter
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to further filter move lines or queries based on a user selection. A
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typical use case could be to add an analytic account field on
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mis.report.instance, or even on mis.report.instance.period if you want
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different columns to show different analytic accounts.
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Known issues / Roadmap
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======================
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The mis_builder
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The mis_builder
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`roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
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and `known
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issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
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can be found on GitHub.
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Changelog
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=========
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16.0.5.1.9 (2024-02-09)
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**Bugfixes**
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- Restore compatibility with python 3.9
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(`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
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- Resolve a permission issue when creating report periods with a user
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without admin rights.
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(`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
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**Features**
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the view.
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**Features**
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- Addition of a generic filter domain on reports and columns.
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- Addition of a search bar to the widget. The corresponding search
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- Huge improvement of the widget style. This was long overdue.
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- Make the MIS Report menu accessible to the Billing Administrator
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group (instead of the hidden Show Full Accounting Features), to
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align with the access rules and avoid giving a false sense of
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security. This also makes the menu discoverable to new users.
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- Removal of analytic fetures because the upstream
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- Abandon the ``mis_report_filters`` context key which had security
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implication. It is replaced by a ``mis_analytic_domain`` context
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key which is ANDed with other report-defined filters.
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(`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
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- Rename the ``get_filter_descriptions_from_context`` method to
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``get_filter_descriptions``. This method may be overridden to
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provide additional subtitles on the PDF or XLS report,
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representing user-selected filters.
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This change also contains a **breaking change** in the internal API.
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For quite a while the ``target_move argument`` of AEP and other
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methods was not used by MIS Builder itself and was kept for backward
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compatibility. To avoid rippling effects of the necessary change to
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use ``parent_state``, we now remove this argument.
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to compare. This happened because the field domain was searching in a
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(`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
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241
|
|
225
242
|
**Bugfixes**
|
226
243
|
|
227
|
-
-
|
228
|
-
|
244
|
+
- Fix drilldown action name when the account model has been customized.
|
245
|
+
(`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
|
229
246
|
|
230
247
|
14.0.3.6.5 (2021-04-23)
|
231
|
-
|
248
|
+
-----------------------
|
232
249
|
|
233
250
|
**Bugfixes**
|
234
251
|
|
235
|
-
-
|
236
|
-
|
237
|
-
|
238
|
-
|
252
|
+
- While duplicating a MIS report instance, comparison columns are
|
253
|
+
ignored because they would raise an error otherwise, as they keep the
|
254
|
+
old source_cmpcol_from_id and source_cmpcol_to_id from the original
|
255
|
+
record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
|
239
256
|
|
240
257
|
14.0.3.6.4 (2021-04-06)
|
241
|
-
|
258
|
+
-----------------------
|
242
259
|
|
243
260
|
**Features**
|
244
261
|
|
245
|
-
-
|
246
|
-
|
247
|
-
|
248
|
-
-
|
249
|
-
|
250
|
-
|
262
|
+
- The drilldown action name displayed on the breadcrumb has been
|
263
|
+
revised. The kpi description and the account ``display_name`` are
|
264
|
+
shown instead of the kpi's technical definition.
|
265
|
+
(`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
|
266
|
+
- Add analytic group filters on report instance, periods and in the
|
267
|
+
interactive view.
|
268
|
+
(`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
|
251
269
|
|
252
270
|
13.0.3.6.3 (2020-08-28)
|
253
|
-
|
271
|
+
-----------------------
|
254
272
|
|
255
273
|
**Bugfixes**
|
256
274
|
|
257
|
-
-
|
258
|
-
|
259
|
-
|
260
|
-
|
275
|
+
- Having a "Compare columns" added on a KPI with an associated style
|
276
|
+
using a Factor/Divider did lead to the said factor being applied on
|
277
|
+
the percentages when exporting to XLSX.
|
278
|
+
(`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
|
261
279
|
|
262
280
|
**Misc**
|
263
281
|
|
264
|
-
-
|
265
|
-
|
282
|
+
- `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
|
283
|
+
`#296 <https://github.com/OCA/mis-builder/issues/296>`__
|
266
284
|
|
267
285
|
13.0.3.6.2 (2020-04-22)
|
268
|
-
|
286
|
+
-----------------------
|
269
287
|
|
270
288
|
**Bugfixes**
|
271
289
|
|
272
|
-
-
|
273
|
-
|
290
|
+
- The "Settings" button is now displayed for users with the "Show full
|
291
|
+
accounting features" right when previewing a report.
|
292
|
+
(`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
|
274
293
|
|
275
294
|
13.0.3.6.1 (2020-04-22)
|
276
|
-
|
295
|
+
-----------------------
|
277
296
|
|
278
297
|
**Bugfixes**
|
279
298
|
|
280
|
-
-
|
281
|
-
|
282
|
-
|
299
|
+
- Fix ``TypeError: 'module' object is not iterable`` when using budgets
|
300
|
+
by account.
|
301
|
+
(`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
|
283
302
|
|
284
303
|
13.0.3.6.0 (2020-03-28)
|
285
|
-
|
304
|
+
-----------------------
|
286
305
|
|
287
306
|
**Features**
|
288
307
|
|
289
|
-
-
|
290
|
-
|
291
|
-
|
292
|
-
|
293
|
-
|
294
|
-
|
295
|
-
|
296
|
-
|
297
|
-
|
298
|
-
|
299
|
-
|
308
|
+
- Add column-level filters on analytic account and analytic tags. These
|
309
|
+
filters are combined with a AND with the report-level filters and
|
310
|
+
cannot be modified in the preview.
|
311
|
+
(`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
|
312
|
+
- Access to KPI from other reports in KPI expressions, aka subreports.
|
313
|
+
In a report template, one can list named "subreports" (other report
|
314
|
+
templates). When evaluating expressions, you can access KPI's of
|
315
|
+
subreports with a dot-prefix notation. Example: you can define a MIS
|
316
|
+
Report for a "Balance Sheet", and then have another MIS Report
|
317
|
+
"Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
|
318
|
+
create new KPI's for the ratios (e.g. balance_sheet.current_assets /
|
319
|
+
balance_sheet.total_assets).
|
320
|
+
(`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
|
300
321
|
|
301
322
|
13.0.3.5.0 (2020-01-??)
|
302
|
-
|
323
|
+
-----------------------
|
303
324
|
|
304
325
|
Migration to odoo 13.0.
|
305
326
|
|
306
327
|
12.0.3.5.0 (2019-10-26)
|
307
|
-
|
328
|
+
-----------------------
|
308
329
|
|
309
330
|
**Features**
|
310
331
|
|
311
|
-
-
|
312
|
-
|
313
|
-
|
314
|
-
|
315
|
-
|
316
|
-
|
317
|
-
|
318
|
-
-
|
319
|
-
|
320
|
-
|
321
|
-
|
322
|
-
|
323
|
-
|
324
|
-
|
325
|
-
|
326
|
-
|
332
|
+
- The ``account_id`` field of the model selected in 'Move lines source'
|
333
|
+
in the Period form can now be a Many2one relationship with any model
|
334
|
+
that has a ``code`` field (not only with ``account.account`` model).
|
335
|
+
To this end, the model to be used for Actuals move lines can be
|
336
|
+
configured on the report template. It can be something else than move
|
337
|
+
lines and the only constraint is that its ``account_id`` field has a
|
338
|
+
``code`` field.
|
339
|
+
(`#149 <https://github.com/oca/mis-builder/issues/149>`__)
|
340
|
+
- Add ``source_aml_model_name`` field so extension modules providing
|
341
|
+
alternative data sources can more easily customize their data source.
|
342
|
+
(`#214 <https://github.com/oca/mis-builder/issues/214>`__)
|
343
|
+
- Support analytic tag filters in the backend view and preview widget.
|
344
|
+
Selecting several tags in the filter means filtering on move lines
|
345
|
+
which have *all* these tags set. This is to support the most common
|
346
|
+
use case of using tags for different dimensions. The filter also
|
347
|
+
makes a AND with the analytic account filter.
|
348
|
+
(`#228 <https://github.com/oca/mis-builder/issues/228>`__)
|
349
|
+
- Display company in account details rows in multi-company mode.
|
350
|
+
(`#242 <https://github.com/oca/mis-builder/issues/242>`__)
|
327
351
|
|
328
352
|
**Bugfixes**
|
329
353
|
|
330
|
-
-
|
331
|
-
|
332
|
-
|
333
|
-
-
|
334
|
-
|
335
|
-
|
336
|
-
|
337
|
-
|
354
|
+
- Propagate context to xlsx report, so the analytic account filter
|
355
|
+
works when exporting to xslx too. This also requires a fix to
|
356
|
+
``report_xlsx`` (see
|
357
|
+
https://github.com/OCA/reporting-engine/pull/259).
|
358
|
+
(`#178 <https://github.com/oca/mis-builder/issues/178>`__)
|
359
|
+
- In columns of type Sum, preserve styles for KPIs that are not
|
360
|
+
summable (eg percentage values). Before this fix, such cells were
|
361
|
+
displayed without style.
|
362
|
+
(`#219 <https://github.com/oca/mis-builder/issues/219>`__)
|
363
|
+
- In Excel export, keep the percentage point suffix (pp) instead of
|
364
|
+
replacing it with %.
|
365
|
+
(`#220 <https://github.com/oca/mis-builder/issues/220>`__)
|
338
366
|
|
339
367
|
12.0.3.4.0 (2019-07-09)
|
340
|
-
|
368
|
+
-----------------------
|
341
369
|
|
342
370
|
**Features**
|
343
371
|
|
344
|
-
-
|
345
|
-
|
346
|
-
|
347
|
-
|
348
|
-
|
349
|
-
|
350
|
-
|
351
|
-
|
352
|
-
|
353
|
-
|
372
|
+
- New year-to-date mode for defining periods.
|
373
|
+
(`#165 <https://github.com/oca/mis-builder/issues/165>`__)
|
374
|
+
- Add support for move lines with negative debit or credit. Used by
|
375
|
+
some for storno accounting. Not officially supported.
|
376
|
+
(`#175 <https://github.com/oca/mis-builder/issues/175>`__)
|
377
|
+
- In Excel export, use a number format with thousands separator. The
|
378
|
+
specific separator used depends on the Excel configuration (eg
|
379
|
+
regional settings).
|
380
|
+
(`#190 <https://github.com/oca/mis-builder/issues/190>`__)
|
381
|
+
- Add generation date/time at the end of the XLS export.
|
382
|
+
(`#191 <https://github.com/oca/mis-builder/issues/191>`__)
|
383
|
+
- In presence of Sub KPIs, report more informative user errors when
|
384
|
+
non-multi expressions yield tuples of incorrect lenght.
|
385
|
+
(`#196 <https://github.com/oca/mis-builder/issues/196>`__)
|
354
386
|
|
355
387
|
**Bugfixes**
|
356
388
|
|
357
|
-
-
|
358
|
-
|
389
|
+
- Fix rendering of percentage types in Excel export.
|
390
|
+
(`#192 <https://github.com/oca/mis-builder/issues/192>`__)
|
359
391
|
|
360
392
|
12.0.3.3.0 (2019-01-26)
|
361
|
-
|
393
|
+
-----------------------
|
362
394
|
|
363
395
|
**Features**
|
364
396
|
|
365
397
|
*Dynamic analytic filters in report preview are not yet available in 11,
|
366
|
-
this requires an update to the JS widget that proved difficult to
|
367
|
-
so far. Help welcome.*
|
368
|
-
|
369
|
-
-
|
370
|
-
|
371
|
-
|
372
|
-
|
373
|
-
|
374
|
-
-
|
375
|
-
|
376
|
-
|
377
|
-
|
378
|
-
-
|
379
|
-
|
380
|
-
|
381
|
-
|
382
|
-
|
383
|
-
|
384
|
-
|
385
|
-
|
386
|
-
|
387
|
-
|
388
|
-
|
389
|
-
|
390
|
-
-
|
391
|
-
|
392
|
-
|
398
|
+
this requires an update to the JS widget that proved difficult to
|
399
|
+
implement so far. Help welcome.*
|
400
|
+
|
401
|
+
- Analytic account filters. On a report, an analytic account can be
|
402
|
+
selected for filtering. The filter will be applied to move lines
|
403
|
+
queries. A filter box is also available in the widget to let the user
|
404
|
+
select the analytic account during report preview.
|
405
|
+
(`#15 <https://github.com/oca/mis-builder/issues/15>`__)
|
406
|
+
- Control visibility of analytic filter combo box in widget. This is
|
407
|
+
useful to hide the analytic filters on reports where they do not make
|
408
|
+
sense, such as balance sheet reports.
|
409
|
+
(`#42 <https://github.com/oca/mis-builder/issues/42>`__)
|
410
|
+
- Display analytic filters in the header of exported pdf and xls.
|
411
|
+
(`#44 <https://github.com/oca/mis-builder/issues/44>`__)
|
412
|
+
- Replace the last old gtk icons with fontawesome icons.
|
413
|
+
(`#104 <https://github.com/oca/mis-builder/issues/104>`__)
|
414
|
+
- Use active_test=False in AEP queries. This is important for reports
|
415
|
+
involving inactive taxes. This should not negatively effect existing
|
416
|
+
reports, because an accounting report must take into account all
|
417
|
+
existing move lines even if they reference objects such as taxes,
|
418
|
+
journals, accounts types that have been deactivated since their
|
419
|
+
creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
|
420
|
+
- int(), float() and round() support for AccountingNone.
|
421
|
+
(`#108 <https://github.com/oca/mis-builder/issues/108>`__)
|
422
|
+
- Allow referencing subkpis by name by writing kpi_x.subkpi_y in
|
423
|
+
expressions.
|
424
|
+
(`#114 <https://github.com/oca/mis-builder/issues/114>`__)
|
425
|
+
- Add an option to control the display of the start/end dates in the
|
426
|
+
column headers. It is disabled by default (this is a change compared
|
427
|
+
to previous behaviour).
|
428
|
+
(`#118 <https://github.com/oca/mis-builder/issues/118>`__)
|
429
|
+
- Add evaluate method to mis.report. This is a simplified method to
|
430
|
+
evaluate kpis of a report over a time period, without creating a
|
431
|
+
mis.report.instance.
|
432
|
+
(`#123 <https://github.com/oca/mis-builder/issues/123>`__)
|
393
433
|
|
394
434
|
**Bugs**
|
395
435
|
|
396
|
-
-
|
397
|
-
|
436
|
+
- In the style form, hide the "Hide always" checkbox when "Hide always
|
437
|
+
inherit" is checked, as for all other syle elements.
|
438
|
+
(`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
|
398
439
|
|
399
440
|
**Upgrading from 3.2 (breaking changes)**
|
400
441
|
|
401
|
-
If you use ``Actuals (alternative)`` data source in combination with
|
402
|
-
filters, the underlying model must now have an
|
403
|
-
|
442
|
+
If you use ``Actuals (alternative)`` data source in combination with
|
443
|
+
analytic filters, the underlying model must now have an
|
444
|
+
``analytic_account_id`` field.
|
404
445
|
|
405
446
|
11.0.3.2.2 (2018-06-30)
|
406
|
-
|
447
|
+
-----------------------
|
407
448
|
|
408
|
-
|
409
|
-
|
410
|
-
(
|
411
|
-
|
412
|
-
|
413
|
-
need to be displayed).
|
414
|
-
(`#46 <https://github.com/OCA/mis-builder/issues/46>`_)
|
449
|
+
- [FIX] Fix bug in company_default_get call returning id instead of
|
450
|
+
recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
|
451
|
+
- [IMP] add "hide always" style property to make hidden KPI's (for KPI
|
452
|
+
that serve as basis for other formulas, but do not need to be
|
453
|
+
displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
|
415
454
|
|
416
455
|
11.0.3.2.1 (2018-05-29)
|
417
|
-
|
456
|
+
-----------------------
|
418
457
|
|
419
|
-
|
420
|
-
|
421
|
-
|
458
|
+
- [FIX] Missing comparison operator for AccountingNone leading to
|
459
|
+
errors in pbal computations
|
460
|
+
(`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
|
422
461
|
|
423
462
|
10.0.3.2.0 (2018-05-02)
|
424
|
-
|
425
|
-
|
426
|
-
|
427
|
-
|
428
|
-
|
429
|
-
|
430
|
-
|
431
|
-
|
432
|
-
|
433
|
-
|
434
|
-
|
435
|
-
|
463
|
+
-----------------------
|
464
|
+
|
465
|
+
- [FIX] make subkpi ordering deterministic
|
466
|
+
(`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
|
467
|
+
- [ADD] report instance level option to disable account expansion,
|
468
|
+
enabling the creation of detailed templates while deferring the
|
469
|
+
decision of rendering the details or not to the report instance
|
470
|
+
(`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
|
471
|
+
- [ADD] pbal and nbal accounting expressions, to sum positive and
|
472
|
+
negative balances respectively (ie ignoring accounts with negative,
|
473
|
+
resp positive balances)
|
474
|
+
(`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
|
436
475
|
|
437
476
|
11.0.3.1.2 (2018-02-04)
|
438
|
-
|
477
|
+
-----------------------
|
439
478
|
|
440
479
|
Migration to Odoo 11. No new feature.
|
441
|
-
(`#67 <https://github.com/OCA/mis-builder/pull/67>`
|
480
|
+
(`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
|
442
481
|
|
443
482
|
10.0.3.1.1 (2017-11-14)
|
444
|
-
|
483
|
+
-----------------------
|
445
484
|
|
446
485
|
New features:
|
447
486
|
|
448
|
-
|
449
|
-
|
450
|
-
|
451
|
-
|
452
|
-
|
453
|
-
|
454
|
-
|
455
|
-
|
456
|
-
|
457
|
-
|
458
|
-
|
459
|
-
|
460
|
-
|
461
|
-
|
462
|
-
|
463
|
-
|
464
|
-
|
465
|
-
|
466
|
-
|
467
|
-
|
487
|
+
- [ADD] month and year relative periods, easier to use than date ranges
|
488
|
+
for the most common case.
|
489
|
+
(`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
|
490
|
+
- [ADD] multi-company consolidation support, with currency conversion
|
491
|
+
(the conversion rate date is the end of the reporting period)
|
492
|
+
(`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
|
493
|
+
`#3 <https://github.com/OCA/mis-builder/issues/3>`__)
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494
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+
- [ADD] provide ref, datetime, dateutil, time, user in the evaluation
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495
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+
context of move line domains; among other things, this allows using
|
496
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+
references to xml ids (such as account types or tax tags) when
|
497
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+
querying move lines
|
498
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+
(`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
|
499
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+
- [ADD] extended account selectors: you can now select accounts using
|
500
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+
any domain on account.account, not only account codes
|
501
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+
``balp[('account_type', '=', 'asset_receivable')]``
|
502
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+
(`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
|
503
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+
- [IMP] in the report instance configuration form, the filters are now
|
504
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+
grouped in a notebook page, this improves readability and
|
505
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+
extensibility
|
506
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+
(`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
|
468
507
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|
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508
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Bug fixes:
|
470
509
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-
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472
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-
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473
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-
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-
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+
- [FIX] fix error when saving periods in comparison mode on newly
|
511
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+
created (not yet saved) report instances.
|
512
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+
`#50 <https://github.com/OCA/mis-builder/pull/50>`__
|
513
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+
- [FIX] improve display of Base Date report instance view.
|
514
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+
`#51 <https://github.com/OCA/mis-builder/pull/51>`__
|
476
515
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|
477
516
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Upgrading from 3.0 (breaking changes):
|
478
517
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|
479
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-
|
518
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+
- Alternative move line data sources must have a company_id field.
|
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519
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|
481
520
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10.0.3.0.4 (2017-10-14)
|
482
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-
|
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+
-----------------------
|
483
522
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|
484
523
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Bug fix:
|
485
524
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|
486
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-
|
487
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-
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525
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+
- [FIX] issue with initial balance rounding.
|
526
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+
`#30 <https://github.com/OCA/mis-builder/issues/30>`__
|
488
527
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|
489
528
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10.0.3.0.3 (2017-10-03)
|
490
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+
-----------------------
|
491
530
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492
531
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Bug fix:
|
493
532
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494
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-
|
495
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-
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+
- [FIX] fix error saving KPI on newly created reports.
|
534
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+
`#18 <https://github.com/OCA/mis-builder/issues/18>`__
|
496
535
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|
497
536
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10.0.3.0.2 (2017-10-01)
|
498
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-
|
537
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+
-----------------------
|
499
538
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|
500
539
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New features:
|
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540
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-
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524
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-
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541
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+
- [ADD] Alternative move line source per report column. This makes mis
|
542
|
+
buidler accounting expressions work on any model that has debit,
|
543
|
+
credit, account_id and date fields. Provided you can expose, say,
|
544
|
+
committed purchases, or your budget as a view with debit, credit and
|
545
|
+
account_id, this opens up a lot of possibilities
|
546
|
+
- [ADD] Comparison column source (more flexible than the previous, now
|
547
|
+
deprecated, comparison mechanism). CAVEAT: there is no automated
|
548
|
+
migration to the new mechanism.
|
549
|
+
- [ADD] Sum column source, to create columns that add/subtract other
|
550
|
+
columns.
|
551
|
+
- [ADD] mis.kpi.data abstract model as a basis for manual KPI values
|
552
|
+
supporting automatic ajustment to the reporting time period (the
|
553
|
+
basis for budget item, but could also server other purposes, such as
|
554
|
+
manually entering some KPI values, such as number of employee)
|
555
|
+
- [ADD] mis_builder_budget module providing a new budget data source
|
556
|
+
- [ADD] new "hide empty" style property
|
557
|
+
- [IMP] new AEP method to get accounts involved in an expression (this
|
558
|
+
is useful to find which KPI relate to a given P&L acount, to
|
559
|
+
implement budget control)
|
560
|
+
- [IMP] many UI improvements
|
561
|
+
- [IMP] many code style improvements and some refactoring
|
562
|
+
- [IMP] add the column date_from, date_to in expression evaluation
|
563
|
+
context, as well as time, datetime and dateutil modules
|
525
564
|
|
526
565
|
Main bug fixes:
|
527
566
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|
528
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-
|
529
|
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|
567
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+
- [FIX] deletion of templates and reports (cascade and retricts)
|
568
|
+
(https://github.com/OCA/account-financial-reporting/issues/281)
|
569
|
+
- [FIX] copy of reports
|
570
|
+
(https://github.com/OCA/account-financial-reporting/issues/282)
|
571
|
+
- [FIX] better error message when periods have wrong/missing dates
|
572
|
+
(https://github.com/OCA/account-financial-reporting/issues/283)
|
573
|
+
- [FIX] xlsx export of string types KPI
|
574
|
+
(https://github.com/OCA/account-financial-reporting/issues/285)
|
575
|
+
- [FIX] sorting of detail by account
|
576
|
+
- [FIX] computation bug in detail by account when multiple accounting
|
577
|
+
expressions were used in a KPI
|
578
|
+
- [FIX] permission issue when adding report to dashboard with non admin
|
579
|
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user
|
540
580
|
|
541
581
|
10.0.2.0.3 (unreleased)
|
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|
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|
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|
+
-----------------------
|
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583
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|
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|
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|
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-
|
551
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-
|
584
|
+
- [IMP] more robust behaviour in presence of missing expressions
|
585
|
+
- [FIX] indent style
|
586
|
+
- [FIX] local variable 'ctx' referenced before assignment when
|
587
|
+
generating reports with no objects
|
588
|
+
- [IMP] use fontawesome icons
|
589
|
+
- [MIG] migrate to 10.0
|
590
|
+
- [FIX] unicode error when exporting to Excel
|
591
|
+
- [IMP] provide full access to mis builder style for group Adviser.
|
552
592
|
|
553
593
|
9.0.2.0.2 (2016-09-27)
|
554
|
-
|
594
|
+
----------------------
|
555
595
|
|
556
|
-
|
557
|
-
|
596
|
+
- [IMP] Add refresh button in mis report preview.
|
597
|
+
- [IMP] Widget code changes to allow to add fields in the widget more
|
598
|
+
easily.
|
558
599
|
|
559
600
|
9.0.2.0.1 (2016-05-26)
|
560
|
-
|
601
|
+
----------------------
|
561
602
|
|
562
|
-
|
563
|
-
|
564
|
-
|
603
|
+
- [IMP] remove unused argument in declare_and_compute_period() for a
|
604
|
+
cleaner API. This is a breaking API changing merged in urgency before
|
605
|
+
it is used by other modules.
|
565
606
|
|
566
607
|
9.0.2.0.0 (2016-05-24)
|
567
|
-
|
608
|
+
----------------------
|
568
609
|
|
569
610
|
Part of the work for this release has been done at the Sorrento sprint
|
570
611
|
April 26-29, 2016. The rest (ie a major refactoring) has been done in
|
571
612
|
the weeks after.
|
572
613
|
|
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|
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|
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|
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|
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|
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|
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|
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|
609
|
-
|
610
|
-
|
611
|
-
|
612
|
-
|
614
|
+
- [IMP] hide button box in edit mode on the report instance settings
|
615
|
+
form
|
616
|
+
- [FIX] Fix sum aggregation of non-stored fields
|
617
|
+
(https://github.com/OCA/account-financial-reporting/issues/178)
|
618
|
+
- [IMP] There is now a default style at the report level
|
619
|
+
- [CHG] Number display properties (rounding, prefix, suffix, factor)
|
620
|
+
are now defined in styles
|
621
|
+
- [CHG] Percentage difference are rounded to 1 digit instead of the
|
622
|
+
kpi's rounding, as the KPI rounding does not make sense in this case
|
623
|
+
- [CHG] The divider suffix (k, M, etc) is not inserted automatically
|
624
|
+
anymore because it is inconsistent when working with prefixes; you
|
625
|
+
need to add it manually in the suffix
|
626
|
+
- [IMP] AccountingExpressionProcessor now supports 'balu' expressions
|
627
|
+
to obtain the unallocated profit/loss of previous fiscal years;
|
628
|
+
get_unallocated_pl is the corresponding convenience method
|
629
|
+
- [IMP] AccountingExpressionProcessor now has easy methods to obtain
|
630
|
+
balances by account: get_balances_initial, get_balances_end,
|
631
|
+
get_balances_variation
|
632
|
+
- [IMP] there is now an auto-expand feature to automatically display a
|
633
|
+
detail by account for selected kpis
|
634
|
+
- [IMP] the kpi and period lists are now manipulated through forms
|
635
|
+
instead of directly in the tree views
|
636
|
+
- [IMP] it is now possible to create a report through a wizard, such
|
637
|
+
reports are deemed temporary and available through a "Last Reports
|
638
|
+
Generated" menu, they are garbaged collected automatically, unless
|
639
|
+
saved permanently, which can be done using a Save button
|
640
|
+
- [IMP] there is now a beginner mode to configure simple reports with
|
641
|
+
only one period
|
642
|
+
- [IMP] it is now easier to configure periods with fixed start/end
|
643
|
+
dates
|
644
|
+
- [IMP] the new sub-kpi mechanism allows the creation of columns with
|
645
|
+
multiple values, or columns with different values
|
646
|
+
- [IMP] thanks to the new style model, the Excel export is now styled
|
647
|
+
- [IMP] a new style model is now used to centralize style configuration
|
648
|
+
- [FIX] use =like instead of like to search for accounts, because the %
|
649
|
+
are added by the user in the expressions
|
650
|
+
- [FIX] Correctly compute the initial balance of income and expense
|
651
|
+
account based on the start of the fiscal year
|
652
|
+
- [IMP] Support date ranges (from OCA/server-tools/date_range) as a
|
653
|
+
more flexible alternative to fiscal periods
|
654
|
+
- v9 migration: fiscal periods are removed, account charts are removed,
|
655
|
+
consolidation accounts have been removed
|
613
656
|
|
614
657
|
8.0.1.0.0 (2016-04-27)
|
615
|
-
|
616
|
-
|
617
|
-
|
618
|
-
|
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|
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|
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|
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|
-
|
635
|
-
|
636
|
-
|
658
|
+
----------------------
|
659
|
+
|
660
|
+
- The copy of a MIS Report Instance now copies period.
|
661
|
+
https://github.com/OCA/account-financial-reporting/pull/181
|
662
|
+
- The copy of a MIS Report Template now copies KPIs and queries.
|
663
|
+
https://github.com/OCA/account-financial-reporting/pull/177
|
664
|
+
- Usability: the default view for MIS Report instances is now the
|
665
|
+
rendered preview, and the settings are accessible through a gear icon
|
666
|
+
in the list view and a button in the preview.
|
667
|
+
https://github.com/OCA/account-financial-reporting/pull/170
|
668
|
+
- Display blank cells instead of 0.0 when there is no data.
|
669
|
+
https://github.com/OCA/account-financial-reporting/pull/169
|
670
|
+
- Usability: better layout of the MIS Report periods settings on small
|
671
|
+
screens. https://github.com/OCA/account-financial-reporting/pull/167
|
672
|
+
- Include the download buttons inside the MIS Builder widget, and
|
673
|
+
refactor the widget to open the door to analytic filtering in the
|
674
|
+
previews. https://github.com/OCA/account-financial-reporting/pull/151
|
675
|
+
- Add KPI rendering prefixes (so you can print $ in front of the
|
676
|
+
value). https://github.com/OCA/account-financial-reporting/pull/158
|
677
|
+
- Add hooks for analytic filtering.
|
678
|
+
https://github.com/OCA/account-financial-reporting/pull/128
|
679
|
+
https://github.com/OCA/account-financial-reporting/pull/131
|
637
680
|
|
638
681
|
8.0.0.2.0
|
639
|
-
|
682
|
+
---------
|
640
683
|
|
641
684
|
Pre-history. Or rather, you need to look at the git log.
|
642
685
|
|
@@ -646,7 +689,7 @@ Bug Tracker
|
|
646
689
|
Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
|
647
690
|
In case of trouble, please check there if your issue has already been reported.
|
648
691
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
649
|
-
`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%
|
692
|
+
`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
650
693
|
|
651
694
|
Do not contact contributors directly about support or help with technical issues.
|
652
695
|
|
@@ -654,43 +697,45 @@ Credits
|
|
654
697
|
=======
|
655
698
|
|
656
699
|
Authors
|
657
|
-
|
700
|
+
-------
|
658
701
|
|
659
702
|
* ACSONE SA/NV
|
660
703
|
|
661
704
|
Contributors
|
662
|
-
|
663
|
-
|
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|
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|
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|
-
|
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|
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|
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|
-
|
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|
-
|
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|
+
------------
|
706
|
+
|
707
|
+
- Stéphane Bidoul <stephane.bidoul@acsone.eu>
|
708
|
+
- Laetitia Gangloff <laetitia.gangloff@acsone.eu>
|
709
|
+
- Adrien Peiffer <adrien.peiffer@acsone.eu>
|
710
|
+
- Alexis de Lattre <alexis.delattre@akretion.com>
|
711
|
+
- Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
|
712
|
+
- Jordi Ballester <jordi.ballester@eficent.com>
|
713
|
+
- Thomas Binsfeld <thomas.binsfeld@gmail.com>
|
714
|
+
- Giovanni Capalbo <giovanni@therp.nl>
|
715
|
+
- Marco Calcagni <mcalcagni@dinamicheaziendali.it>
|
716
|
+
- Sébastien Beau <sebastien.beau@akretion.com>
|
717
|
+
- Laurent Mignon <laurent.mignon@acsone.eu>
|
718
|
+
- Luc De Meyer <luc.demeyer@noviat.com>
|
719
|
+
- Benjamin Willig <benjamin.willig@acsone.eu>
|
720
|
+
- Martronic SA <info@martronic.ch>
|
721
|
+
- nicomacr <nmr@adhoc.com.ar>
|
722
|
+
- Juan Jose Scarafia <jjs@adhoc.com.ar>
|
723
|
+
- Richard deMeester <richard@willowit.com.au>
|
724
|
+
- Eric Caudal <eric.caudal@elico-corp.com>
|
725
|
+
- Andrea Stirpe <a.stirpe@onestein.nl>
|
726
|
+
- Maxence Groine <mgroine@fiefmanage.ch>
|
727
|
+
- Arnaud Pineux <arnaud.pineux@acsone.eu>
|
728
|
+
- Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
|
729
|
+
- Pedro M. Baeza <pedro.baeza@tecnativa.com>
|
730
|
+
- Alexey Pelykh <alexey.pelykh@corphub.eu>
|
731
|
+
- Jairo Llopis (https://www.moduon.team/)
|
732
|
+
- Dzung Tran <dungtd@trobz.com>
|
733
|
+
- Hoang Diep <hoang@trobz.com>
|
734
|
+
- Miquel Pascual <mpascual@apsl.net>
|
735
|
+
- Antoni Marroig <amarroig@apsl.net>
|
691
736
|
|
692
737
|
Maintainers
|
693
|
-
|
738
|
+
-----------
|
694
739
|
|
695
740
|
This module is maintained by the OCA.
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@@ -710,6 +755,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-sbidoul|
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This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/
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This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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