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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  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
@@ -1,733 +0,0 @@
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- Metadata-Version: 2.1
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- Name: odoo-addon-mis_builder
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- Version: 16.0.5.1.11.1
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- Requires-Python: >=3.10
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- Requires-Dist: odoo-addon-date_range>=16.0dev,<16.1dev
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- Requires-Dist: odoo-addon-report_xlsx>=16.0dev,<16.1dev
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- Requires-Dist: odoo>=16.0a,<16.1dev
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- Summary: Build 'Management Information System' Reports and Dashboards
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- Home-page: https://github.com/OCA/mis-builder
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- License: AGPL-3
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- Author: ACSONE SA/NV, Odoo Community Association (OCA)
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- Author-email: support@odoo-community.org
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- Classifier: Programming Language :: Python
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- Classifier: Framework :: Odoo
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- Classifier: Framework :: Odoo :: 16.0
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- Classifier: License :: OSI Approved :: GNU Affero General Public License v3
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- Classifier: Development Status :: 5 - Production/Stable
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-
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- ===========
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- MIS Builder
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- ===========
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-
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- ..
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- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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: sha256:18f80d6fe48c5e554613cd2901826f60889e33bb4d82fdd4de01609b49f385c2
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- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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: https://odoo-community.org/page/development-status
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- :alt: Production/Stable
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- .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.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/16.0/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-16-0/mis-builder-16-0-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=16.0
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- :alt: Try me on Runboat
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-
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- |badge1| |badge2| |badge3| |badge4| |badge5|
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-
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- This module allows you to build Management Information Systems dashboards.
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- Such style of reports presents KPI in rows and time periods in columns.
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- Reports mainly fetch data from account moves, but can also combine data coming
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- from arbitrary Odoo models. Reports can be exported to PDF, Excel and they
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- can be added to Odoo dashboards.
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-
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- **Table of contents**
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-
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- .. contents::
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- :local:
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-
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- Installation
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- ============
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-
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- Your preferred way to install addons will work with MIS Builder.
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-
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- An easy way to install it with all its dependencies is using pip:
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-
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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 install
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- the MIS Builder application.
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-
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- Usage
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- =====
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-
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- To configure this module, you need to:
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-
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- * Go to Accounting > Configuration > MIS Reporting > MIS Report Templates where
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- you can create report templates by defining KPI's. KPI's constitute the rows of your
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- reports. Such report templates are time independent.
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-
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- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
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- :alt: Sample report template
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- :width: 80 %
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- :align: center
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-
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- * Then in Accounting > Reports > MIS Reporting > MIS Reports you can create report instance by
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- binding the templates to time periods, hence defining the columns of your reports.
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-
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- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
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- :alt: Sample report configuration
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- :width: 80 %
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- :align: center
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-
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- * From the MIS Reports view, you can preview the report, add it to and Odoo dashboard,
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- and export it to PDF or Excel.
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-
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- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
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- :alt: Sample preview
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- :width: 80 %
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- :align: center
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-
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- Development
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- ===========
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-
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- A typical extension is to provide a mechanism to filter reports on analytic dimensions
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- or operational units. To implement this, you can override _get_additional_move_line_filter
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- and _get_additional_filter to further filter move lines or queries based on a user
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- selection. A typical use case could be to add an analytic account field on mis.report.instance,
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- or even on mis.report.instance.period if you want different columns to show different
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- analytic accounts.
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-
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- Known issues / Roadmap
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- ======================
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-
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- The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
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- and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
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- be found on GitHub.
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-
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- Changelog
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- =========
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-
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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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- 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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- 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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- 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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- 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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- **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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- 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>`_)
397
- - Use active_test=False in AEP queries.
398
- This is important for reports involving inactive taxes.
399
- This should not negatively effect existing reports, because
400
- an accounting report must take into account all existing move lines
401
- even if they reference objects such as taxes, journals, accounts types
402
- that have been deactivated since their creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`_)
403
- - int(), float() and round() support for AccountingNone. (`#108 <https://github.com/oca/mis-builder/issues/108>`_)
404
- - Allow referencing subkpis by name by writing `kpi_x.subkpi_y` in expressions. (`#114 <https://github.com/oca/mis-builder/issues/114>`_)
405
- - Add an option to control the display of the start/end dates in the
406
- column headers. It is disabled by default (this is a change compared
407
- to previous behaviour). (`#118 <https://github.com/oca/mis-builder/issues/118>`_)
408
- - Add evaluate method to mis.report. This is a simplified
409
- method to evaluate kpis of a report over a time period,
410
- without creating a mis.report.instance. (`#123 <https://github.com/oca/mis-builder/issues/123>`_)
411
-
412
- **Bugs**
413
-
414
- - In the style form, hide the "Hide always" checkbox when "Hide always inherit"
415
- is checked, as for all other syle elements. (`#121 <https://github.com/OCA/mis-builder/pull/121>_`)
416
-
417
- **Upgrading from 3.2 (breaking changes)**
418
-
419
- If you use ``Actuals (alternative)`` data source in combination with analytic
420
- filters, the underlying model must now have an ``analytic_account_id`` field.
421
-
422
-
423
- 11.0.3.2.2 (2018-06-30)
424
- ~~~~~~~~~~~~~~~~~~~~~~~
425
-
426
- * [FIX] Fix bug in company_default_get call returning
427
- id instead of recordset
428
- (`#103 <https://github.com/OCA/mis-builder/pull/103>`_)
429
- * [IMP] add "hide always" style property to make hidden KPI's
430
- (for KPI that serve as basis for other formulas, but do not
431
- need to be displayed).
432
- (`#46 <https://github.com/OCA/mis-builder/issues/46>`_)
433
-
434
- 11.0.3.2.1 (2018-05-29)
435
- ~~~~~~~~~~~~~~~~~~~~~~~
436
-
437
- * [FIX] Missing comparison operator for AccountingNone
438
- leading to errors in pbal computations
439
- (`#93 <https://github.com/OCA/mis-builder/issue/93>`_)
440
-
441
- 10.0.3.2.0 (2018-05-02)
442
- ~~~~~~~~~~~~~~~~~~~~~~~
443
-
444
- * [FIX] make subkpi ordering deterministic
445
- (`#71 <https://github.com/OCA/mis-builder/issues/71>`_)
446
- * [ADD] report instance level option to disable account expansion,
447
- enabling the creation of detailed templates while deferring the decision
448
- of rendering the details or not to the report instance
449
- (`#74 <https://github.com/OCA/mis-builder/issues/74>`_)
450
- * [ADD] pbal and nbal accounting expressions, to sum positive
451
- and negative balances respectively (ie ignoring accounts with negative,
452
- resp positive balances)
453
- (`#86 <https://github.com/OCA/mis-builder/issues/86>`_)
454
-
455
- 11.0.3.1.2 (2018-02-04)
456
- ~~~~~~~~~~~~~~~~~~~~~~~
457
-
458
- Migration to Odoo 11. No new feature.
459
- (`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
460
-
461
- 10.0.3.1.1 (2017-11-14)
462
- ~~~~~~~~~~~~~~~~~~~~~~~
463
-
464
- New features:
465
-
466
- * [ADD] month and year relative periods, easier to use than
467
- date ranges for the most common case.
468
- (`#2 <https://github.com/OCA/mis-builder/issues/2>`_)
469
- * [ADD] multi-company consolidation support, with currency conversion
470
- (the conversion rate date is the end of the reporting period)
471
- (`#7 <https://github.com/OCA/mis-builder/issues/7>`_,
472
- `#3 <https://github.com/OCA/mis-builder/issues/3>`_)
473
- * [ADD] provide ref, datetime, dateutil, time, user in the evaluation
474
- context of move line domains; among other things, this allows using
475
- references to xml ids (such as account types or tax tags) when
476
- querying move lines
477
- (`#26 <https://github.com/OCA/mis-builder/issues/26>`_).
478
- * [ADD] extended account selectors: you can now select accounts using
479
- any domain on account.account, not only account codes
480
- ``balp[('account_type', '=', 'asset_receivable')]``
481
- (`#4 <https://github.com/OCA/mis-builder/issues/4>`_).
482
- * [IMP] in the report instance configuration form, the filters are
483
- now grouped in a notebook page, this improves readability and
484
- extensibility
485
- (`#39 <https://github.com/OCA/mis-builder/issues/39>`_).
486
-
487
- Bug fixes:
488
-
489
- * [FIX] fix error when saving periods in comparison mode on newly
490
- created (not yet saved) report instances.
491
- `#50 <https://github.com/OCA/mis-builder/pull/50>`_
492
- * [FIX] improve display of Base Date report instance view.
493
- `#51 <https://github.com/OCA/mis-builder/pull/51>`_
494
-
495
- Upgrading from 3.0 (breaking changes):
496
-
497
- * Alternative move line data sources must have a company_id field.
498
-
499
- 10.0.3.0.4 (2017-10-14)
500
- ~~~~~~~~~~~~~~~~~~~~~~~
501
-
502
- Bug fix:
503
-
504
- * [FIX] issue with initial balance rounding.
505
- `#30 <https://github.com/OCA/mis-builder/issues/30>`_
506
-
507
- 10.0.3.0.3 (2017-10-03)
508
- ~~~~~~~~~~~~~~~~~~~~~~~
509
-
510
- Bug fix:
511
-
512
- * [FIX] fix error saving KPI on newly created reports.
513
- `#18 <https://github.com/OCA/mis-builder/issues/18>`_
514
-
515
- 10.0.3.0.2 (2017-10-01)
516
- ~~~~~~~~~~~~~~~~~~~~~~~
517
-
518
- New features:
519
-
520
- * [ADD] Alternative move line source per report column.
521
- This makes mis buidler accounting expressions work on any model
522
- that has debit, credit, account_id and date fields. Provided you can
523
- expose, say, committed purchases, or your budget as a view with
524
- debit, credit and account_id, this opens up a lot of possibilities
525
- * [ADD] Comparison column source (more flexible than the previous,
526
- now deprecated, comparison mechanism).
527
- CAVEAT: there is no automated migration to the new mechanism.
528
- * [ADD] Sum column source, to create columns that add/subtract
529
- other columns.
530
- * [ADD] mis.kpi.data abstract model as a basis for manual KPI values
531
- supporting automatic ajustment to the reporting time period (the basis
532
- for budget item, but could also server other purposes, such as manually
533
- entering some KPI values, such as number of employee)
534
- * [ADD] mis_builder_budget module providing a new budget data source
535
- * [ADD] new "hide empty" style property
536
- * [IMP] new AEP method to get accounts involved in an expression
537
- (this is useful to find which KPI relate to a given P&L
538
- acount, to implement budget control)
539
- * [IMP] many UI improvements
540
- * [IMP] many code style improvements and some refactoring
541
- * [IMP] add the column date_from, date_to in expression evaluation context,
542
- as well as time, datetime and dateutil modules
543
-
544
- Main bug fixes:
545
-
546
- * [FIX] deletion of templates and reports (cascade and retricts)
547
- (https://github.com/OCA/account-financial-reporting/issues/281)
548
- * [FIX] copy of reports
549
- (https://github.com/OCA/account-financial-reporting/issues/282)
550
- * [FIX] better error message when periods have wrong/missing dates
551
- (https://github.com/OCA/account-financial-reporting/issues/283)
552
- * [FIX] xlsx export of string types KPI
553
- (https://github.com/OCA/account-financial-reporting/issues/285)
554
- * [FIX] sorting of detail by account
555
- * [FIX] computation bug in detail by account when multiple accounting
556
- expressions were used in a KPI
557
- * [FIX] permission issue when adding report to dashboard with non admin user
558
-
559
- 10.0.2.0.3 (unreleased)
560
- ~~~~~~~~~~~~~~~~~~~~~~~
561
-
562
- * [IMP] more robust behaviour in presence of missing expressions
563
- * [FIX] indent style
564
- * [FIX] local variable 'ctx' referenced before assignment when generating
565
- reports with no objects
566
- * [IMP] use fontawesome icons
567
- * [MIG] migrate to 10.0
568
- * [FIX] unicode error when exporting to Excel
569
- * [IMP] provide full access to mis builder style for group Adviser.
570
-
571
- 9.0.2.0.2 (2016-09-27)
572
- ~~~~~~~~~~~~~~~~~~~~~~
573
-
574
- * [IMP] Add refresh button in mis report preview.
575
- * [IMP] Widget code changes to allow to add fields in the widget more easily.
576
-
577
- 9.0.2.0.1 (2016-05-26)
578
- ~~~~~~~~~~~~~~~~~~~~~~
579
-
580
- * [IMP] remove unused argument in declare_and_compute_period()
581
- for a cleaner API. This is a breaking API changing merged in
582
- urgency before it is used by other modules.
583
-
584
- 9.0.2.0.0 (2016-05-24)
585
- ~~~~~~~~~~~~~~~~~~~~~~
586
-
587
- Part of the work for this release has been done at the Sorrento sprint
588
- April 26-29, 2016. The rest (ie a major refactoring) has been done in
589
- the weeks after.
590
-
591
- * [IMP] hide button box in edit mode on the report instance settings form
592
- * [FIX] Fix sum aggregation of non-stored fields
593
- (https://github.com/OCA/account-financial-reporting/issues/178)
594
- * [IMP] There is now a default style at the report level
595
- * [CHG] Number display properties (rounding, prefix, suffix, factor) are
596
- now defined in styles
597
- * [CHG] Percentage difference are rounded to 1 digit instead of the kpi's
598
- rounding, as the KPI rounding does not make sense in this case
599
- * [CHG] The divider suffix (k, M, etc) is not inserted automatically anymore
600
- because it is inconsistent when working with prefixes; you need to add it
601
- manually in the suffix
602
- * [IMP] AccountingExpressionProcessor now supports 'balu' expressions
603
- to obtain the unallocated profit/loss of previous fiscal years;
604
- get_unallocated_pl is the corresponding convenience method
605
- * [IMP] AccountingExpressionProcessor now has easy methods to obtain
606
- balances by account: get_balances_initial, get_balances_end,
607
- get_balances_variation
608
- * [IMP] there is now an auto-expand feature to automatically display
609
- a detail by account for selected kpis
610
- * [IMP] the kpi and period lists are now manipulated through forms instead
611
- of directly in the tree views
612
- * [IMP] it is now possible to create a report through a wizard, such
613
- reports are deemed temporary and available through a "Last Reports Generated"
614
- menu, they are garbaged collected automatically, unless saved permanently,
615
- which can be done using a Save button
616
- * [IMP] there is now a beginner mode to configure simple reports with
617
- only one period
618
- * [IMP] it is now easier to configure periods with fixed start/end dates
619
- * [IMP] the new sub-kpi mechanism allows the creation of columns
620
- with multiple values, or columns with different values
621
- * [IMP] thanks to the new style model, the Excel export is now styled
622
- * [IMP] a new style model is now used to centralize style configuration
623
- * [FIX] use =like instead of like to search for accounts, because
624
- the % are added by the user in the expressions
625
- * [FIX] Correctly compute the initial balance of income and expense account
626
- based on the start of the fiscal year
627
- * [IMP] Support date ranges (from OCA/server-tools/date_range) as a more
628
- flexible alternative to fiscal periods
629
- * v9 migration: fiscal periods are removed, account charts are removed,
630
- consolidation accounts have been removed
631
-
632
- 8.0.1.0.0 (2016-04-27)
633
- ~~~~~~~~~~~~~~~~~~~~~~
634
-
635
- * The copy of a MIS Report Instance now copies period.
636
- https://github.com/OCA/account-financial-reporting/pull/181
637
- * The copy of a MIS Report Template now copies KPIs and queries.
638
- https://github.com/OCA/account-financial-reporting/pull/177
639
- * Usability: the default view for MIS Report instances is now the rendered preview,
640
- and the settings are accessible through a gear icon in the list view and
641
- a button in the preview.
642
- https://github.com/OCA/account-financial-reporting/pull/170
643
- * Display blank cells instead of 0.0 when there is no data.
644
- https://github.com/OCA/account-financial-reporting/pull/169
645
- * Usability: better layout of the MIS Report periods settings on small screens.
646
- https://github.com/OCA/account-financial-reporting/pull/167
647
- * Include the download buttons inside the MIS Builder widget, and refactor
648
- the widget to open the door to analytic filtering in the previews.
649
- https://github.com/OCA/account-financial-reporting/pull/151
650
- * Add KPI rendering prefixes (so you can print $ in front of the value).
651
- https://github.com/OCA/account-financial-reporting/pull/158
652
- * Add hooks for analytic filtering.
653
- https://github.com/OCA/account-financial-reporting/pull/128
654
- https://github.com/OCA/account-financial-reporting/pull/131
655
-
656
- 8.0.0.2.0
657
- ~~~~~~~~~
658
-
659
- Pre-history. Or rather, you need to look at the git log.
660
-
661
- Bug Tracker
662
- ===========
663
-
664
- Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
665
- In case of trouble, please check there if your issue has already been reported.
666
- If you spotted it first, help us to smash it by providing a detailed and welcomed
667
- `feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
668
-
669
- Do not contact contributors directly about support or help with technical issues.
670
-
671
- Credits
672
- =======
673
-
674
- Authors
675
- ~~~~~~~
676
-
677
- * ACSONE SA/NV
678
-
679
- Contributors
680
- ~~~~~~~~~~~~
681
-
682
- * Stéphane Bidoul <stephane.bidoul@acsone.eu>
683
- * Laetitia Gangloff <laetitia.gangloff@acsone.eu>
684
- * Adrien Peiffer <adrien.peiffer@acsone.eu>
685
- * Alexis de Lattre <alexis.delattre@akretion.com>
686
- * Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
687
- * Jordi Ballester <jordi.ballester@eficent.com>
688
- * Thomas Binsfeld <thomas.binsfeld@gmail.com>
689
- * Giovanni Capalbo <giovanni@therp.nl>
690
- * Marco Calcagni <mcalcagni@dinamicheaziendali.it>
691
- * Sébastien Beau <sebastien.beau@akretion.com>
692
- * Laurent Mignon <laurent.mignon@acsone.eu>
693
- * Luc De Meyer <luc.demeyer@noviat.com>
694
- * Benjamin Willig <benjamin.willig@acsone.eu>
695
- * Martronic SA <info@martronic.ch>
696
- * nicomacr <nmr@adhoc.com.ar>
697
- * Juan Jose Scarafia <jjs@adhoc.com.ar>
698
- * Richard deMeester <richard@willowit.com.au>
699
- * Eric Caudal <eric.caudal@elico-corp.com>
700
- * Andrea Stirpe <a.stirpe@onestein.nl>
701
- * Maxence Groine <mgroine@fiefmanage.ch>
702
- * Arnaud Pineux <arnaud.pineux@acsone.eu>
703
- * Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
704
- * Pedro M. Baeza <pedro.baeza@tecnativa.com>
705
- * Alexey Pelykh <alexey.pelykh@corphub.eu>
706
- * Jairo Llopis (https://www.moduon.team/)
707
- * Dzung Tran <dungtd@trobz.com>
708
- * Hoang Diep <hoang@trobz.com>
709
-
710
- Maintainers
711
- ~~~~~~~~~~~
712
-
713
- This module is maintained by the OCA.
714
-
715
- .. image:: https://odoo-community.org/logo.png
716
- :alt: Odoo Community Association
717
- :target: https://odoo-community.org
718
-
719
- OCA, or the Odoo Community Association, is a nonprofit organization whose
720
- mission is to support the collaborative development of Odoo features and
721
- promote its widespread use.
722
-
723
- .. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
724
- :target: https://github.com/sbidoul
725
- :alt: sbidoul
726
-
727
- Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
728
-
729
- |maintainer-sbidoul|
730
-
731
- This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/16.0/mis_builder>`_ project on GitHub.
732
-
733
- You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.