odoo-addon-mis-builder 16.0.5.1.11.1__py3-none-any.whl → 17.0.1.0.0.2__py3-none-any.whl

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Files changed (40) hide show
  1. odoo/addons/mis_builder/README.rst +474 -429
  2. odoo/addons/mis_builder/__manifest__.py +1 -1
  3. odoo/addons/mis_builder/i18n/fr.po +4 -4
  4. odoo/addons/mis_builder/i18n/it.po +2 -2
  5. odoo/addons/mis_builder/i18n/mis_builder.pot +1 -17
  6. odoo/addons/mis_builder/models/aep.py +1 -1
  7. odoo/addons/mis_builder/models/expression_evaluator.py +1 -1
  8. odoo/addons/mis_builder/models/kpimatrix.py +5 -2
  9. odoo/addons/mis_builder/models/mis_kpi_data.py +1 -3
  10. odoo/addons/mis_builder/models/mis_report.py +18 -19
  11. odoo/addons/mis_builder/models/mis_report_instance.py +4 -9
  12. odoo/addons/mis_builder/readme/CONTRIBUTORS.md +29 -0
  13. odoo/addons/mis_builder/readme/DESCRIPTION.md +5 -0
  14. odoo/addons/mis_builder/readme/DEVELOP.md +7 -0
  15. odoo/addons/mis_builder/readme/HISTORY.md +542 -0
  16. odoo/addons/mis_builder/readme/INSTALL.md +7 -0
  17. odoo/addons/mis_builder/readme/ROADMAP.md +5 -0
  18. odoo/addons/mis_builder/readme/USAGE.md +19 -0
  19. odoo/addons/mis_builder/static/description/index.html +305 -238
  20. odoo/addons/mis_builder/static/src/components/mis_report_widget.esm.js +7 -4
  21. odoo/addons/mis_builder/static/src/components/mis_report_widget.xml +5 -5
  22. odoo/addons/mis_builder/tests/test_aep.py +17 -2
  23. odoo/addons/mis_builder/views/mis_report.xml +7 -11
  24. odoo/addons/mis_builder/views/mis_report_instance.xml +38 -47
  25. odoo/addons/mis_builder/views/mis_report_style.xml +12 -46
  26. odoo_addon_mis_builder-17.0.1.0.0.2.dist-info/METADATA +778 -0
  27. {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
  28. odoo/addons/mis_builder/migrations/16.0.5.0.0/end-migrate.py +0 -10
  29. odoo/addons/mis_builder/migrations/8.0.2.0.0/post-migration.py +0 -29
  30. odoo/addons/mis_builder/migrations/8.0.2.0.0/pre-migration.py +0 -20
  31. odoo/addons/mis_builder/readme/CONTRIBUTORS.rst +0 -27
  32. odoo/addons/mis_builder/readme/DESCRIPTION.rst +0 -5
  33. odoo/addons/mis_builder/readme/DEVELOP.rst +0 -6
  34. odoo/addons/mis_builder/readme/HISTORY.rst +0 -539
  35. odoo/addons/mis_builder/readme/INSTALL.rst +0 -7
  36. odoo/addons/mis_builder/readme/ROADMAP.rst +0 -3
  37. odoo/addons/mis_builder/readme/USAGE.rst +0 -26
  38. odoo_addon_mis_builder-16.0.5.1.11.1.dist-info/METADATA +0 -733
  39. {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
  40. {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
@@ -1,539 +0,0 @@
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- 16.0.5.1.9 (2024-02-09)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Restore compatibility with python 3.9 (`#590 <https://github.com/OCA/mis-builder/issues/590>`_)
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-
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-
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- 16.0.5.1.8 (2024-02-08)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Resolve a permission issue when creating report periods with a user without admin rights. (`#596 <https://github.com/OCA/mis-builder/issues/596>`_)
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-
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-
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- 16.0.5.1.0 (2023-04-04)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - Improve UX by adding the option to edit the pivot date directly on the view.
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-
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- 16.0.5.0.0 (2023-04-01)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - Migration to 16.0
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-
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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 view is configurable
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- per report.
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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 group
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- (instead of the hidden Show Full Accounting Features), to align with the access rules
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- and avoid giving a false sense of security. This also makes the menu discoverable to
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- new users.
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- - Removal of analytic fetures because the upstream ``analytic_distribution`` mechanism
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- is not compatible; support may be introduced in separate module, depending on use
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- cases.
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- - Abandon the ``mis_report_filters`` context key which had security implication.
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- It is replaced by a ``mis_analytic_domain`` context key which is ANDed with other
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- report-defined filters. (`#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 provide additional
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- subtitles on the PDF or XLS report, representing user-selected filters.
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- - The ``hide_analytic_filters`` has been replaced by ``widget_show_filters``.
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- - The visibility of the settings button on the widget is now controlled by a
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- ``show_settings_button``. Before it was visible only for the ``account_user`` group
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- but this was not flexible enough.
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- - The widget configuration settings are now grouped in a dedicated ``Widget`` tab in
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- the report configuration form.
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-
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- **Bugfixes**
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-
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- - Fix access error when previewing or printing report. (`#415 <https://github.com/OCA/mis-builder/issues/415>`_)
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-
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-
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- 15.0.4.0.5 (2022-07-19)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Support users without timezone. (`#388 <https://github.com/OCA/mis-builder/issues/388>`_)
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-
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-
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- 15.0.4.0.4 (2022-07-19)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Allow deleting a report that has subreports. (`#431 <https://github.com/OCA/mis-builder/issues/431>`_)
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-
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-
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- 15.0.4.0.2 (2022-02-16)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Fix access right issue when clicking the "Save" button on a MIS Report Instance form. (`#410 <https://github.com/OCA/mis-builder/issues/410>`_)
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-
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-
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- 14.0.4.0.0 (2022-01-08)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - Remove various field size limits. (`#332 <https://github.com/OCA/mis-builder/issues/332>`_)
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-
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-
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- **Bugfixes**
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-
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- - Support for the Odoo 13+ multi-company model. In multi-company mode, several allowed
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- companies can be declared on MIS Report instances, and the report operates on the
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- intersection of report companies and companies selected in the user context. (`#327 <https://github.com/OCA/mis-builder/issues/327>`_)
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- - The ``get_additional_query_filter`` argument of ``evaluate()`` is now propagated
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- correctly. (`#375 <https://github.com/OCA/mis-builder/issues/375>`_)
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- - Use the ``parent_state`` field of ``account.move.line`` to filter entries in ``posted``
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- and ``draft`` state only. Before, when reporting in draft mode, all entries were used
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- (i.e. there was no filter), and that started including the cancelled entries/invoices in
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- Odoo 13.+.
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-
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- This change also contains a **breaking change** in the internal API. For quite a while
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- the ``target_move argument`` of AEP and other methods was not used by MIS Builder itself
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- and was kept for backward compatibility. To avoid rippling effects of the necessary
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- change to use ``parent_state``, we now remove this argument. (`#377 <https://github.com/OCA/mis-builder/issues/377>`_)
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-
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-
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- 14.0.3.6.7 (2021-06-02)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - When on a MIS Report Instance, if you wanted to generate a new line of type comparison, you couldn't currently select any existing period to compare.
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- This happened because the field domain was searching in a NewId context, thus not finding a correct period.
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- Changing the domain and making it use a computed field with a search for the _origin record solves the problem. (`#361 <https://github.com/OCA/mis-builder/issues/361>`_)
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-
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-
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- 14.0.3.6.6 (2021-04-23)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Fix drilldown action name when the account model has been customized. (`#350 <https://github.com/OCA/mis-builder/issues/350>`_)
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-
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- 14.0.3.6.5 (2021-04-23)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - While duplicating a MIS report instance, comparison columns are ignored because
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- they would raise an error otherwise, as they keep the old source_cmpcol_from_id
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- and source_cmpcol_to_id from the original record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`_)
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-
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-
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- 14.0.3.6.4 (2021-04-06)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - The drilldown action name displayed on the breadcrumb has been revised.
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- The kpi description and the account ``display_name`` are shown instead
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- of the kpi's technical definition. (`#304 <https://github.com/OCA/mis-builder/issues/304>`_)
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- - Add analytic group filters on report instance, periods and in the interactive
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- view. (`#320 <https://github.com/OCA/mis-builder/issues/320>`_)
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-
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-
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- 13.0.3.6.3 (2020-08-28)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Having a "Compare columns" added on a KPI with an associated style using a
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- Factor/Divider did lead to the said factor being applied on the percentages
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- when exporting to XLSX. (`#300 <https://github.com/OCA/mis-builder/issues/300>`_)
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-
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-
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- **Misc**
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-
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- - `#280 <https://github.com/OCA/mis-builder/issues/280>`_, `#296 <https://github.com/OCA/mis-builder/issues/296>`_
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-
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- 13.0.3.6.2 (2020-04-22)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - The "Settings" button is now displayed for users with the "Show full accounting features" right when previewing a report. (`#281 <https://github.com/OCA/mis-builder/issues/281>`_)
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-
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- 13.0.3.6.1 (2020-04-22)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Bugfixes**
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-
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- - Fix ``TypeError: 'module' object is not iterable`` when using
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- budgets by account. (`#276 <https://github.com/OCA/mis-builder/issues/276>`_)
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-
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-
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- 13.0.3.6.0 (2020-03-28)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - Add column-level filters on analytic account and analytic tags.
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- These filters are combined with a AND with the report-level filters
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- and cannot be modified in the preview. (`#138 <https://github.com/OCA/mis-builder/issues/138>`_)
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- - Access to KPI from other reports in KPI expressions, aka subreports. In a
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- report template, one can list named "subreports" (other report templates). When
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- evaluating expressions, you can access KPI's of subreports with a dot-prefix
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- notation. Example: you can define a MIS Report for a "Balance Sheet", and then
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- have another MIS Report "Balance Sheet Ratios" that fetches KPI's from "Balance
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- Sheet" to create new KPI's for the ratios (e.g. balance_sheet.current_assets /
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- balance_sheet.total_assets). (`#155 <https://github.com/OCA/mis-builder/issues/155>`_)
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-
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-
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- 13.0.3.5.0 (2020-01-??)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- Migration to odoo 13.0.
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-
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- 12.0.3.5.0 (2019-10-26)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - The ``account_id`` field of the model selected in 'Move lines source'
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- in the Period form can now be a Many2one
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- relationship with any model that has a ``code`` field (not only with
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- ``account.account`` model). To this end, the model to be used for Actuals
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- move lines can be configured on the report template. It can be something else
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- than move lines and the only constraint is that its ``account_id`` field
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- has a ``code`` field. (`#149 <https://github.com/oca/mis-builder/issues/149>`_)
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- - Add ``source_aml_model_name`` field so extension modules providing
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- alternative data sources can more easily customize their data source. (`#214 <https://github.com/oca/mis-builder/issues/214>`_)
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- - Support analytic tag filters in the backend view and preview widget.
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- Selecting several tags in the filter means filtering on move lines which
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- have *all* these tags set. This is to support the most common use case of
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- using tags for different dimensions. The filter also makes a AND with the
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- analytic account filter. (`#228 <https://github.com/oca/mis-builder/issues/228>`_)
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- - Display company in account details rows in multi-company mode. (`#242 <https://github.com/oca/mis-builder/issues/242>`_)
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-
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-
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- **Bugfixes**
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-
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- - Propagate context to xlsx report, so the analytic account filter
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- works when exporting to xslx too. This also requires a fix to
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- ``report_xlsx`` (see https://github.com/OCA/reporting-engine/pull/259). (`#178 <https://github.com/oca/mis-builder/issues/178>`_)
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- - In columns of type Sum, preserve styles for KPIs that are not summable
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- (eg percentage values). Before this fix, such cells were displayed without
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- style. (`#219 <https://github.com/oca/mis-builder/issues/219>`_)
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- - In Excel export, keep the percentage point suffix (pp) instead of replacing it with %. (`#220 <https://github.com/oca/mis-builder/issues/220>`_)
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-
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- 12.0.3.4.0 (2019-07-09)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- - New year-to-date mode for defining periods. (`#165 <https://github.com/oca/mis-builder/issues/165>`_)
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- - Add support for move lines with negative debit or credit.
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- Used by some for storno accounting. Not officially supported. (`#175 <https://github.com/oca/mis-builder/issues/175>`_)
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- - In Excel export, use a number format with thousands separator. The
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- specific separator used depends on the Excel configuration (eg regional
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- settings). (`#190 <https://github.com/oca/mis-builder/issues/190>`_)
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- - Add generation date/time at the end of the XLS export. (`#191 <https://github.com/oca/mis-builder/issues/191>`_)
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- - In presence of Sub KPIs, report more informative user errors when
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- non-multi expressions yield tuples of incorrect lenght. (`#196 <https://github.com/oca/mis-builder/issues/196>`_)
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-
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-
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- **Bugfixes**
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-
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- - Fix rendering of percentage types in Excel export. (`#192 <https://github.com/oca/mis-builder/issues/192>`_)
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-
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-
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- 12.0.3.3.0 (2019-01-26)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- **Features**
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-
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- *Dynamic analytic filters in report preview are not yet available in 11,
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- this requires an update to the JS widget that proved difficult to implement
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- so far. Help welcome.*
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-
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- - Analytic account filters. On a report, an analytic
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- account can be selected for filtering. The filter will
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- be applied to move lines queries. A filter box is also
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- available in the widget to let the user select the analytic
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- account during report preview. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)
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- - Control visibility of analytic filter combo box in widget.
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- This is useful to hide the analytic filters on reports where
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- they do not make sense, such as balance sheet reports. (`#42 <https://github.com/oca/mis-builder/issues/42>`_)
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- - Display analytic filters in the header of exported pdf and xls. (`#44 <https://github.com/oca/mis-builder/issues/44>`_)
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- - Replace the last old gtk icons with fontawesome icons. (`#104 <https://github.com/oca/mis-builder/issues/104>`_)
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- - Use active_test=False in AEP queries.
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- This is important for reports involving inactive taxes.
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- This should not negatively effect existing reports, because
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- an accounting report must take into account all existing move lines
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- even if they reference objects such as taxes, journals, accounts types
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- that have been deactivated since their creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`_)
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- - int(), float() and round() support for AccountingNone. (`#108 <https://github.com/oca/mis-builder/issues/108>`_)
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- - Allow referencing subkpis by name by writing `kpi_x.subkpi_y` in expressions. (`#114 <https://github.com/oca/mis-builder/issues/114>`_)
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- - Add an option to control the display of the start/end dates in the
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- column headers. It is disabled by default (this is a change compared
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- to previous behaviour). (`#118 <https://github.com/oca/mis-builder/issues/118>`_)
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- - Add evaluate method to mis.report. This is a simplified
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- method to evaluate kpis of a report over a time period,
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- without creating a mis.report.instance. (`#123 <https://github.com/oca/mis-builder/issues/123>`_)
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-
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- **Bugs**
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-
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- - In the style form, hide the "Hide always" checkbox when "Hide always inherit"
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- is checked, as for all other syle elements. (`#121 <https://github.com/OCA/mis-builder/pull/121>_`)
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-
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- **Upgrading from 3.2 (breaking changes)**
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-
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- If you use ``Actuals (alternative)`` data source in combination with analytic
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- filters, the underlying model must now have an ``analytic_account_id`` field.
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-
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-
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- 11.0.3.2.2 (2018-06-30)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- * [FIX] Fix bug in company_default_get call returning
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- id instead of recordset
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- (`#103 <https://github.com/OCA/mis-builder/pull/103>`_)
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- * [IMP] add "hide always" style property to make hidden KPI's
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- (for KPI that serve as basis for other formulas, but do not
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- need to be displayed).
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- (`#46 <https://github.com/OCA/mis-builder/issues/46>`_)
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-
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- 11.0.3.2.1 (2018-05-29)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- * [FIX] Missing comparison operator for AccountingNone
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- leading to errors in pbal computations
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- (`#93 <https://github.com/OCA/mis-builder/issue/93>`_)
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- 10.0.3.2.0 (2018-05-02)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- * [FIX] make subkpi ordering deterministic
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- (`#71 <https://github.com/OCA/mis-builder/issues/71>`_)
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- * [ADD] report instance level option to disable account expansion,
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- enabling the creation of detailed templates while deferring the decision
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- of rendering the details or not to the report instance
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- (`#74 <https://github.com/OCA/mis-builder/issues/74>`_)
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- * [ADD] pbal and nbal accounting expressions, to sum positive
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- and negative balances respectively (ie ignoring accounts with negative,
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- resp positive balances)
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- (`#86 <https://github.com/OCA/mis-builder/issues/86>`_)
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- 11.0.3.1.2 (2018-02-04)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- Migration to Odoo 11. No new feature.
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- (`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
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- 10.0.3.1.1 (2017-11-14)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- New features:
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-
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- * [ADD] month and year relative periods, easier to use than
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- date ranges for the most common case.
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- (`#2 <https://github.com/OCA/mis-builder/issues/2>`_)
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- * [ADD] multi-company consolidation support, with currency conversion
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- (the conversion rate date is the end of the reporting period)
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- (`#7 <https://github.com/OCA/mis-builder/issues/7>`_,
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- `#3 <https://github.com/OCA/mis-builder/issues/3>`_)
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- * [ADD] provide ref, datetime, dateutil, time, user in the evaluation
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- context of move line domains; among other things, this allows using
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- references to xml ids (such as account types or tax tags) when
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- querying move lines
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- (`#26 <https://github.com/OCA/mis-builder/issues/26>`_).
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- * [ADD] extended account selectors: you can now select accounts using
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- any domain on account.account, not only account codes
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- ``balp[('account_type', '=', 'asset_receivable')]``
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- (`#4 <https://github.com/OCA/mis-builder/issues/4>`_).
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- * [IMP] in the report instance configuration form, the filters are
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- now grouped in a notebook page, this improves readability and
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- extensibility
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- (`#39 <https://github.com/OCA/mis-builder/issues/39>`_).
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-
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- Bug fixes:
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-
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- * [FIX] fix error when saving periods in comparison mode on newly
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- created (not yet saved) report instances.
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- `#50 <https://github.com/OCA/mis-builder/pull/50>`_
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- * [FIX] improve display of Base Date report instance view.
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- `#51 <https://github.com/OCA/mis-builder/pull/51>`_
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-
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- Upgrading from 3.0 (breaking changes):
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-
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- * Alternative move line data sources must have a company_id field.
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-
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- 10.0.3.0.4 (2017-10-14)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- Bug fix:
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-
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- * [FIX] issue with initial balance rounding.
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- `#30 <https://github.com/OCA/mis-builder/issues/30>`_
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-
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- 10.0.3.0.3 (2017-10-03)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- Bug fix:
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-
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- * [FIX] fix error saving KPI on newly created reports.
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- `#18 <https://github.com/OCA/mis-builder/issues/18>`_
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- 10.0.3.0.2 (2017-10-01)
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- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- New features:
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-
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- * [ADD] Alternative move line source per report column.
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- This makes mis buidler accounting expressions work on any model
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- that has debit, credit, account_id and date fields. Provided you can
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- expose, say, committed purchases, or your budget as a view with
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- debit, credit and account_id, this opens up a lot of possibilities
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- * [ADD] Comparison column source (more flexible than the previous,
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- now deprecated, comparison mechanism).
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- CAVEAT: there is no automated migration to the new mechanism.
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- * [ADD] Sum column source, to create columns that add/subtract
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- other columns.
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- * [ADD] mis.kpi.data abstract model as a basis for manual KPI values
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- supporting automatic ajustment to the reporting time period (the basis
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- for budget item, but could also server other purposes, such as manually
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- entering some KPI values, such as number of employee)
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- * [ADD] mis_builder_budget module providing a new budget data source
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- * [ADD] new "hide empty" style property
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- * [IMP] new AEP method to get accounts involved in an expression
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- (this is useful to find which KPI relate to a given P&L
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- acount, to implement budget control)
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- * [IMP] many UI improvements
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- * [IMP] many code style improvements and some refactoring
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- * [IMP] add the column date_from, date_to in expression evaluation context,
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- as well as time, datetime and dateutil modules
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-
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- Main bug fixes:
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-
426
- * [FIX] deletion of templates and reports (cascade and retricts)
427
- (https://github.com/OCA/account-financial-reporting/issues/281)
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- * [FIX] copy of reports
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- (https://github.com/OCA/account-financial-reporting/issues/282)
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- * [FIX] better error message when periods have wrong/missing dates
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- (https://github.com/OCA/account-financial-reporting/issues/283)
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- * [FIX] xlsx export of string types KPI
433
- (https://github.com/OCA/account-financial-reporting/issues/285)
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- * [FIX] sorting of detail by account
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- * [FIX] computation bug in detail by account when multiple accounting
436
- expressions were used in a KPI
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- * [FIX] permission issue when adding report to dashboard with non admin user
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-
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- 10.0.2.0.3 (unreleased)
440
- ~~~~~~~~~~~~~~~~~~~~~~~
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-
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- * [IMP] more robust behaviour in presence of missing expressions
443
- * [FIX] indent style
444
- * [FIX] local variable 'ctx' referenced before assignment when generating
445
- reports with no objects
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- * [IMP] use fontawesome icons
447
- * [MIG] migrate to 10.0
448
- * [FIX] unicode error when exporting to Excel
449
- * [IMP] provide full access to mis builder style for group Adviser.
450
-
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- 9.0.2.0.2 (2016-09-27)
452
- ~~~~~~~~~~~~~~~~~~~~~~
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-
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- * [IMP] Add refresh button in mis report preview.
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- * [IMP] Widget code changes to allow to add fields in the widget more easily.
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-
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- 9.0.2.0.1 (2016-05-26)
458
- ~~~~~~~~~~~~~~~~~~~~~~
459
-
460
- * [IMP] remove unused argument in declare_and_compute_period()
461
- for a cleaner API. This is a breaking API changing merged in
462
- urgency before it is used by other modules.
463
-
464
- 9.0.2.0.0 (2016-05-24)
465
- ~~~~~~~~~~~~~~~~~~~~~~
466
-
467
- Part of the work for this release has been done at the Sorrento sprint
468
- April 26-29, 2016. The rest (ie a major refactoring) has been done in
469
- the weeks after.
470
-
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- * [IMP] hide button box in edit mode on the report instance settings form
472
- * [FIX] Fix sum aggregation of non-stored fields
473
- (https://github.com/OCA/account-financial-reporting/issues/178)
474
- * [IMP] There is now a default style at the report level
475
- * [CHG] Number display properties (rounding, prefix, suffix, factor) are
476
- now defined in styles
477
- * [CHG] Percentage difference are rounded to 1 digit instead of the kpi's
478
- rounding, as the KPI rounding does not make sense in this case
479
- * [CHG] The divider suffix (k, M, etc) is not inserted automatically anymore
480
- because it is inconsistent when working with prefixes; you need to add it
481
- manually in the suffix
482
- * [IMP] AccountingExpressionProcessor now supports 'balu' expressions
483
- to obtain the unallocated profit/loss of previous fiscal years;
484
- get_unallocated_pl is the corresponding convenience method
485
- * [IMP] AccountingExpressionProcessor now has easy methods to obtain
486
- balances by account: get_balances_initial, get_balances_end,
487
- get_balances_variation
488
- * [IMP] there is now an auto-expand feature to automatically display
489
- a detail by account for selected kpis
490
- * [IMP] the kpi and period lists are now manipulated through forms instead
491
- of directly in the tree views
492
- * [IMP] it is now possible to create a report through a wizard, such
493
- reports are deemed temporary and available through a "Last Reports Generated"
494
- menu, they are garbaged collected automatically, unless saved permanently,
495
- which can be done using a Save button
496
- * [IMP] there is now a beginner mode to configure simple reports with
497
- only one period
498
- * [IMP] it is now easier to configure periods with fixed start/end dates
499
- * [IMP] the new sub-kpi mechanism allows the creation of columns
500
- with multiple values, or columns with different values
501
- * [IMP] thanks to the new style model, the Excel export is now styled
502
- * [IMP] a new style model is now used to centralize style configuration
503
- * [FIX] use =like instead of like to search for accounts, because
504
- the % are added by the user in the expressions
505
- * [FIX] Correctly compute the initial balance of income and expense account
506
- based on the start of the fiscal year
507
- * [IMP] Support date ranges (from OCA/server-tools/date_range) as a more
508
- flexible alternative to fiscal periods
509
- * v9 migration: fiscal periods are removed, account charts are removed,
510
- consolidation accounts have been removed
511
-
512
- 8.0.1.0.0 (2016-04-27)
513
- ~~~~~~~~~~~~~~~~~~~~~~
514
-
515
- * The copy of a MIS Report Instance now copies period.
516
- https://github.com/OCA/account-financial-reporting/pull/181
517
- * The copy of a MIS Report Template now copies KPIs and queries.
518
- https://github.com/OCA/account-financial-reporting/pull/177
519
- * Usability: the default view for MIS Report instances is now the rendered preview,
520
- and the settings are accessible through a gear icon in the list view and
521
- a button in the preview.
522
- https://github.com/OCA/account-financial-reporting/pull/170
523
- * Display blank cells instead of 0.0 when there is no data.
524
- https://github.com/OCA/account-financial-reporting/pull/169
525
- * Usability: better layout of the MIS Report periods settings on small screens.
526
- https://github.com/OCA/account-financial-reporting/pull/167
527
- * Include the download buttons inside the MIS Builder widget, and refactor
528
- the widget to open the door to analytic filtering in the previews.
529
- https://github.com/OCA/account-financial-reporting/pull/151
530
- * Add KPI rendering prefixes (so you can print $ in front of the value).
531
- https://github.com/OCA/account-financial-reporting/pull/158
532
- * Add hooks for analytic filtering.
533
- https://github.com/OCA/account-financial-reporting/pull/128
534
- https://github.com/OCA/account-financial-reporting/pull/131
535
-
536
- 8.0.0.2.0
537
- ~~~~~~~~~
538
-
539
- Pre-history. Or rather, you need to look at the git log.
@@ -1,7 +0,0 @@
1
- Your preferred way to install addons will work with MIS Builder.
2
-
3
- An easy way to install it with all its dependencies is using pip:
4
-
5
- * ``pip install --pre odoo12-addon-mis_builder``
6
- * then restart Odoo, update the addons list in your database, and install
7
- the MIS Builder application.
@@ -1,3 +0,0 @@
1
- The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
2
- and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
3
- be found on GitHub.
@@ -1,26 +0,0 @@
1
- To configure this module, you need to:
2
-
3
- * Go to Accounting > Configuration > MIS Reporting > MIS Report Templates where
4
- you can create report templates by defining KPI's. KPI's constitute the rows of your
5
- reports. Such report templates are time independent.
6
-
7
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
8
- :alt: Sample report template
9
- :width: 80 %
10
- :align: center
11
-
12
- * Then in Accounting > Reports > MIS Reporting > MIS Reports you can create report instance by
13
- binding the templates to time periods, hence defining the columns of your reports.
14
-
15
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
16
- :alt: Sample report configuration
17
- :width: 80 %
18
- :align: center
19
-
20
- * From the MIS Reports view, you can preview the report, add it to and Odoo dashboard,
21
- and export it to PDF or Excel.
22
-
23
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
24
- :alt: Sample preview
25
- :width: 80 %
26
- :align: center