odoo-addon-mis-builder 16.0.5.1.11.2__py3-none-any.whl → 17.0.1.0.0.3__py3-none-any.whl

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Files changed (52) 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/ca.po +5 -18
  4. odoo/addons/mis_builder/i18n/de.po +0 -16
  5. odoo/addons/mis_builder/i18n/el.po +0 -16
  6. odoo/addons/mis_builder/i18n/el_GR.po +0 -16
  7. odoo/addons/mis_builder/i18n/es.po +3 -16
  8. odoo/addons/mis_builder/i18n/fr.po +7 -20
  9. odoo/addons/mis_builder/i18n/hr.po +2 -18
  10. odoo/addons/mis_builder/i18n/it.po +12 -25
  11. odoo/addons/mis_builder/i18n/mis_builder.pot +1 -17
  12. odoo/addons/mis_builder/i18n/nl.po +3 -16
  13. odoo/addons/mis_builder/i18n/nl_NL.po +3 -16
  14. odoo/addons/mis_builder/i18n/pt.po +3 -16
  15. odoo/addons/mis_builder/i18n/pt_BR.po +3 -16
  16. odoo/addons/mis_builder/i18n/sv.po +8 -20
  17. odoo/addons/mis_builder/i18n/tr.po +0 -16
  18. odoo/addons/mis_builder/models/aep.py +1 -1
  19. odoo/addons/mis_builder/models/expression_evaluator.py +1 -1
  20. odoo/addons/mis_builder/models/kpimatrix.py +5 -2
  21. odoo/addons/mis_builder/models/mis_kpi_data.py +1 -3
  22. odoo/addons/mis_builder/models/mis_report.py +18 -19
  23. odoo/addons/mis_builder/models/mis_report_instance.py +4 -9
  24. odoo/addons/mis_builder/readme/CONTRIBUTORS.md +29 -0
  25. odoo/addons/mis_builder/readme/DESCRIPTION.md +5 -0
  26. odoo/addons/mis_builder/readme/DEVELOP.md +7 -0
  27. odoo/addons/mis_builder/readme/HISTORY.md +542 -0
  28. odoo/addons/mis_builder/readme/INSTALL.md +7 -0
  29. odoo/addons/mis_builder/readme/ROADMAP.md +5 -0
  30. odoo/addons/mis_builder/readme/USAGE.md +19 -0
  31. odoo/addons/mis_builder/static/description/index.html +305 -238
  32. odoo/addons/mis_builder/static/src/components/mis_report_widget.esm.js +7 -4
  33. odoo/addons/mis_builder/static/src/components/mis_report_widget.xml +5 -5
  34. odoo/addons/mis_builder/tests/test_aep.py +17 -2
  35. odoo/addons/mis_builder/views/mis_report.xml +7 -11
  36. odoo/addons/mis_builder/views/mis_report_instance.xml +38 -47
  37. odoo/addons/mis_builder/views/mis_report_style.xml +12 -46
  38. odoo_addon_mis_builder-17.0.1.0.0.3.dist-info/METADATA +778 -0
  39. {odoo_addon_mis_builder-16.0.5.1.11.2.dist-info → odoo_addon_mis_builder-17.0.1.0.0.3.dist-info}/RECORD +41 -44
  40. odoo/addons/mis_builder/migrations/16.0.5.0.0/end-migrate.py +0 -10
  41. odoo/addons/mis_builder/migrations/8.0.2.0.0/post-migration.py +0 -29
  42. odoo/addons/mis_builder/migrations/8.0.2.0.0/pre-migration.py +0 -20
  43. odoo/addons/mis_builder/readme/CONTRIBUTORS.rst +0 -27
  44. odoo/addons/mis_builder/readme/DESCRIPTION.rst +0 -5
  45. odoo/addons/mis_builder/readme/DEVELOP.rst +0 -6
  46. odoo/addons/mis_builder/readme/HISTORY.rst +0 -539
  47. odoo/addons/mis_builder/readme/INSTALL.rst +0 -7
  48. odoo/addons/mis_builder/readme/ROADMAP.rst +0 -3
  49. odoo/addons/mis_builder/readme/USAGE.rst +0 -26
  50. odoo_addon_mis_builder-16.0.5.1.11.2.dist-info/METADATA +0 -733
  51. {odoo_addon_mis_builder-16.0.5.1.11.2.dist-info → odoo_addon_mis_builder-17.0.1.0.0.3.dist-info}/WHEEL +0 -0
  52. {odoo_addon_mis_builder-16.0.5.1.11.2.dist-info → odoo_addon_mis_builder-17.0.1.0.0.3.dist-info}/top_level.txt +0 -0
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  !! This file is generated by oca-gen-addon-readme !!
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- <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/mis-builder/tree/16.0/mis_builder"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/mis-builder-16-0/mis-builder-16-0-mis_builder"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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- <p>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.</p>
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+ <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/mis-builder/tree/17.0/mis_builder"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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+ <p>This module allows you to build Management Information Systems
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+ dashboards. Such style of reports presents KPI in rows and time periods
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+ in columns. Reports mainly fetch data from account moves, but can also
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+ combine data coming from arbitrary Odoo models. Reports can be exported
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+ to PDF, Excel and they can be added to Odoo dashboards.</p>
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  <p><strong>Table of contents</strong></p>
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  <div class="contents local topic" id="contents">
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  <ul class="simple">
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  <p>An easy way to install it with all its dependencies is using pip:</p>
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  <ul class="simple">
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  <li><tt class="docutils literal">pip install <span class="pre">--pre</span> <span class="pre">odoo12-addon-mis_builder</span></tt></li>
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- <li>then restart Odoo, update the addons list in your database, and install
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- the MIS Builder application.</li>
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+ <li>then restart Odoo, update the addons list in your database, and
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+ install the MIS Builder application.</li>
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  </ul>
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  </div>
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  <div class="section" id="usage">
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  <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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  <p>To configure this module, you need to:</p>
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  <ul class="simple">
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- <li>Go to Accounting &gt; Configuration &gt; MIS Reporting &gt; 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.</li>
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+ <li>Go to Accounting &gt; Configuration &gt; MIS Reporting &gt; MIS Report
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+ Templates where you can create report templates by defining KPI’s.
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+ KPI’s constitute the rows of your reports. Such report templates are
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+ time independent.</li>
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  </ul>
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- <div class="figure align-center">
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- <img alt="Sample report template" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png" style="width: 80%;" />
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- </div>
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+ <p><img alt="image1" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png" /></p>
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  <ul class="simple">
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- <li>Then in Accounting &gt; Reports &gt; MIS Reporting &gt; 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.</li>
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+ <li>Then in Accounting &gt; Reports &gt; MIS Reporting &gt; MIS Reports you can
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+ create report instance by binding the templates to time periods,
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+ hence defining the columns of your reports.</li>
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  </ul>
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- <div class="figure align-center">
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- <img alt="Sample report configuration" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png" style="width: 80%;" />
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- </div>
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+ <p><img alt="image2" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png" /></p>
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  <ul class="simple">
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- <li>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.</li>
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+ <li>From the MIS Reports view, you can preview the report, add it to and
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+ Odoo dashboard, and export it to PDF or Excel.</li>
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  </ul>
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- <div class="figure align-center">
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- <img alt="Sample preview" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png" style="width: 80%;" />
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- </div>
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+ <p><img alt="image3" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png" /></p>
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  </div>
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  <div class="section" id="development">
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  <h1><a class="toc-backref" href="#toc-entry-3">Development</a></h1>
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- <p>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.</p>
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+ <p>A typical extension is to provide a mechanism to filter reports on
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+ analytic dimensions or operational units. To implement this, you can
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+ override _get_additional_move_line_filter and _get_additional_filter
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+ to further filter move lines or queries based on a user selection. A
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+ typical use case could be to add an analytic account field on
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+ mis.report.instance, or even on mis.report.instance.period if you want
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+ different columns to show different analytic accounts.</p>
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  </div>
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  <div class="section" id="known-issues-roadmap">
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  <h1><a class="toc-backref" href="#toc-entry-4">Known issues / Roadmap</a></h1>
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- <p>The mis_builder <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a>
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- and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known issues</a> can
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- be found on GitHub.</p>
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+ <p>The mis_builder
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+ <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement">roadmap</a>
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+ and <a class="reference external" href="https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug">known
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+ issues</a>
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+ can be found on GitHub.</p>
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  </div>
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  <div class="section" id="changelog">
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  <h1><a class="toc-backref" href="#toc-entry-5">Changelog</a></h1>
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  <h2><a class="toc-backref" href="#toc-entry-6">16.0.5.1.9 (2024-02-09)</a></h2>
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  <p><strong>Bugfixes</strong></p>
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  <ul class="simple">
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- <li>Restore compatibility with python 3.9 (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/590">#590</a>)</li>
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+ <li>Restore compatibility with python 3.9
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/590">#590</a>)</li>
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  </ul>
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  </div>
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  <div class="section" id="section-2">
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  <h2><a class="toc-backref" href="#toc-entry-7">16.0.5.1.8 (2024-02-08)</a></h2>
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  <p><strong>Bugfixes</strong></p>
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- <li>Resolve a permission issue when creating report periods with a user without admin rights. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/596">#596</a>)</li>
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+ <li>Resolve a permission issue when creating report periods with a user
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+ without admin rights.
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/596">#596</a>)</li>
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  </ul>
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  </div>
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  <div class="section" id="section-3">
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  <h2><a class="toc-backref" href="#toc-entry-8">16.0.5.1.0 (2023-04-04)</a></h2>
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  <p><strong>Features</strong></p>
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  <ul class="simple">
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- <li>Improve UX by adding the option to edit the pivot date directly on the view.</li>
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+ <li>Improve UX by adding the option to edit the pivot date directly on
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+ the view.</li>
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  </ul>
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  <div class="section" id="section-4">
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  <ul class="simple">
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  <li>Migration to 16.0<ul>
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  <li>Addition of a generic filter domain on reports and columns.</li>
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- <li>Addition of a search bar to the widget. The corresponding search view is configurable
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- per report.</li>
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+ <li>Addition of a search bar to the widget. The corresponding search
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+ view is configurable per report.</li>
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  <li>Huge improvement of the widget style. This was long overdue.</li>
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- <li>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.</li>
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- <li>Removal of analytic fetures because the upstream <tt class="docutils literal">analytic_distribution</tt> mechanism
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- cases.</li>
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- <li>Abandon the <tt class="docutils literal">mis_report_filters</tt> context key which had security implication.
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- It is replaced by a <tt class="docutils literal">mis_analytic_domain</tt> context key which is ANDed with other
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- report-defined filters. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/472">#472</a>)</li>
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+ <li>Make the MIS Report menu accessible to the Billing Administrator
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+ group (instead of the hidden Show Full Accounting Features), to
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+ align with the access rules and avoid giving a false sense of
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+ security. This also makes the menu discoverable to new users.</li>
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+ <li>Removal of analytic fetures because the upstream
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+ <tt class="docutils literal">analytic_distribution</tt> mechanism is not compatible; support may
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+ be introduced in separate module, depending on use cases.</li>
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+ <li>Abandon the <tt class="docutils literal">mis_report_filters</tt> context key which had security
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+ implication. It is replaced by a <tt class="docutils literal">mis_analytic_domain</tt> context
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+ key which is ANDed with other report-defined filters.
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/472">#472</a>)</li>
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  <li>Rename the <tt class="docutils literal">get_filter_descriptions_from_context</tt> method to
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- <tt class="docutils literal">get_filter_descriptions</tt>. This method may be overridden to provide additional
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- subtitles on the PDF or XLS report, representing user-selected filters.</li>
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- <li>The <tt class="docutils literal">hide_analytic_filters</tt> has been replaced by <tt class="docutils literal">widget_show_filters</tt>.</li>
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- <li>The visibility of the settings button on the widget is now controlled by a
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- <tt class="docutils literal">show_settings_button</tt>. Before it was visible only for the <tt class="docutils literal">account_user</tt> group
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- but this was not flexible enough.</li>
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- <li>The widget configuration settings are now grouped in a dedicated <tt class="docutils literal">Widget</tt> tab in
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+ <tt class="docutils literal">get_filter_descriptions</tt>. This method may be overridden to
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+ provide additional subtitles on the PDF or XLS report,
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+ representing user-selected filters.</li>
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+ <li>The <tt class="docutils literal">hide_analytic_filters</tt> has been replaced by
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+ <tt class="docutils literal">widget_show_filters</tt>.</li>
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+ <li>The visibility of the settings button on the widget is now
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+ controlled by a <tt class="docutils literal">show_settings_button</tt>. Before it was visible
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+ only for the <tt class="docutils literal">account_user</tt> group but this was not flexible
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+ enough.</li>
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+ <li>The widget configuration settings are now grouped in a dedicated
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+ <tt class="docutils literal">Widget</tt> tab in the report configuration form.</li>
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  </ul>
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  </ul>
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  <p><strong>Bugfixes</strong></p>
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- <li>Fix access error when previewing or printing report. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/415">#415</a>)</li>
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+ <li>Fix access error when previewing or printing report.
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/415">#415</a>)</li>
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  </ul>
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  <div class="section" id="section-5">
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  <h2><a class="toc-backref" href="#toc-entry-10">15.0.4.0.5 (2022-07-19)</a></h2>
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  <p><strong>Bugfixes</strong></p>
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- <li>Support users without timezone. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li>
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+ <li>Support users without timezone.
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li>
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  </ul>
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  </div>
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  <div class="section" id="section-6">
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  <h2><a class="toc-backref" href="#toc-entry-11">15.0.4.0.4 (2022-07-19)</a></h2>
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  <p><strong>Bugfixes</strong></p>
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  <ul class="simple">
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- <li>Allow deleting a report that has subreports. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li>
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+ <li>Allow deleting a report that has subreports.
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+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li>
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  </ul>
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  <div class="section" id="section-7">
555
566
  <h2><a class="toc-backref" href="#toc-entry-12">15.0.4.0.2 (2022-02-16)</a></h2>
556
567
  <p><strong>Bugfixes</strong></p>
557
568
  <ul class="simple">
558
- <li>Fix access right issue when clicking the “Save” button on a MIS Report Instance form. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/410">#410</a>)</li>
569
+ <li>Fix access right issue when clicking the “Save” button on a MIS
570
+ Report Instance form.
571
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/410">#410</a>)</li>
559
572
  </ul>
560
573
  </div>
561
574
  <div class="section" id="section-8">
562
575
  <h2><a class="toc-backref" href="#toc-entry-13">14.0.4.0.0 (2022-01-08)</a></h2>
563
576
  <p><strong>Features</strong></p>
564
577
  <ul class="simple">
565
- <li>Remove various field size limits. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/332">#332</a>)</li>
578
+ <li>Remove various field size limits.
579
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/332">#332</a>)</li>
566
580
  </ul>
567
581
  <p><strong>Bugfixes</strong></p>
568
582
  <ul>
569
- <li><p class="first">Support for the Odoo 13+ multi-company model. In multi-company mode, several allowed
570
- companies can be declared on MIS Report instances, and the report operates on the
571
- intersection of report companies and companies selected in the user context. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/327">#327</a>)</p>
583
+ <li><p class="first">Support for the Odoo 13+ multi-company model. In multi-company mode,
584
+ several allowed companies can be declared on MIS Report instances,
585
+ and the report operates on the intersection of report companies and
586
+ companies selected in the user context.
587
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/327">#327</a>)</p>
572
588
  </li>
573
- <li><p class="first">The <tt class="docutils literal">get_additional_query_filter</tt> argument of <tt class="docutils literal">evaluate()</tt> is now propagated
574
- correctly. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/375">#375</a>)</p>
589
+ <li><p class="first">The <tt class="docutils literal">get_additional_query_filter</tt> argument of <tt class="docutils literal">evaluate()</tt> is now
590
+ propagated correctly.
591
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/375">#375</a>)</p>
575
592
  </li>
576
- <li><p class="first">Use the <tt class="docutils literal">parent_state</tt> field of <tt class="docutils literal">account.move.line</tt> to filter entries in <tt class="docutils literal">posted</tt>
577
- and <tt class="docutils literal">draft</tt> state only. Before, when reporting in draft mode, all entries were used
578
- (i.e. there was no filter), and that started including the cancelled entries/invoices in
593
+ <li><p class="first">Use the <tt class="docutils literal">parent_state</tt> field of <tt class="docutils literal">account.move.line</tt> to filter
594
+ entries in <tt class="docutils literal">posted</tt> and <tt class="docutils literal">draft</tt> state only. Before, when
595
+ reporting in draft mode, all entries were used (i.e. there was no
596
+ filter), and that started including the cancelled entries/invoices in
579
597
  Odoo 13.+.</p>
580
- <p>This change also contains a <strong>breaking change</strong> in the internal API. For quite a while
581
- the <tt class="docutils literal">target_move argument</tt> of AEP and other methods was not used by MIS Builder itself
582
- and was kept for backward compatibility. To avoid rippling effects of the necessary
583
- change to use <tt class="docutils literal">parent_state</tt>, we now remove this argument. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/377">#377</a>)</p>
598
+ <p>This change also contains a <strong>breaking change</strong> in the internal API.
599
+ For quite a while the <tt class="docutils literal">target_move argument</tt> of AEP and other
600
+ methods was not used by MIS Builder itself and was kept for backward
601
+ compatibility. To avoid rippling effects of the necessary change to
602
+ use <tt class="docutils literal">parent_state</tt>, we now remove this argument.
603
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/377">#377</a>)</p>
584
604
  </li>
585
605
  </ul>
586
606
  </div>
@@ -588,80 +608,96 @@ change to use <tt class="docutils literal">parent_state</tt>, we now remove this
588
608
  <h2><a class="toc-backref" href="#toc-entry-14">14.0.3.6.7 (2021-06-02)</a></h2>
589
609
  <p><strong>Bugfixes</strong></p>
590
610
  <ul class="simple">
591
- <li>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.
592
- This happened because the field domain was searching in a NewId context, thus not finding a correct period.
593
- Changing the domain and making it use a computed field with a search for the _origin record solves the problem. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/361">#361</a>)</li>
611
+ <li>When on a MIS Report Instance, if you wanted to generate a new line
612
+ of type comparison, you couldn’t currently select any existing period
613
+ to compare. This happened because the field domain was searching in a
614
+ NewId context, thus not finding a correct period. Changing the domain
615
+ and making it use a computed field with a search for the _origin
616
+ record solves the problem.
617
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/361">#361</a>)</li>
594
618
  </ul>
595
619
  </div>
596
620
  <div class="section" id="section-10">
597
621
  <h2><a class="toc-backref" href="#toc-entry-15">14.0.3.6.6 (2021-04-23)</a></h2>
598
622
  <p><strong>Bugfixes</strong></p>
599
623
  <ul class="simple">
600
- <li>Fix drilldown action name when the account model has been customized. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/350">#350</a>)</li>
624
+ <li>Fix drilldown action name when the account model has been customized.
625
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/350">#350</a>)</li>
601
626
  </ul>
602
627
  </div>
603
628
  <div class="section" id="section-11">
604
629
  <h2><a class="toc-backref" href="#toc-entry-16">14.0.3.6.5 (2021-04-23)</a></h2>
605
630
  <p><strong>Bugfixes</strong></p>
606
631
  <ul class="simple">
607
- <li>While duplicating a MIS report instance, comparison columns are ignored because
608
- they would raise an error otherwise, as they keep the old source_cmpcol_from_id
609
- and source_cmpcol_to_id from the original record. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/343">#343</a>)</li>
632
+ <li>While duplicating a MIS report instance, comparison columns are
633
+ ignored because they would raise an error otherwise, as they keep the
634
+ old source_cmpcol_from_id and source_cmpcol_to_id from the original
635
+ record. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/343">#343</a>)</li>
610
636
  </ul>
611
637
  </div>
612
638
  <div class="section" id="section-12">
613
639
  <h2><a class="toc-backref" href="#toc-entry-17">14.0.3.6.4 (2021-04-06)</a></h2>
614
640
  <p><strong>Features</strong></p>
615
641
  <ul class="simple">
616
- <li>The drilldown action name displayed on the breadcrumb has been revised.
617
- The kpi description and the account <tt class="docutils literal">display_name</tt> are shown instead
618
- of the kpi’s technical definition. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/304">#304</a>)</li>
619
- <li>Add analytic group filters on report instance, periods and in the interactive
620
- view. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/320">#320</a>)</li>
642
+ <li>The drilldown action name displayed on the breadcrumb has been
643
+ revised. The kpi description and the account <tt class="docutils literal">display_name</tt> are
644
+ shown instead of the kpi’s technical definition.
645
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/304">#304</a>)</li>
646
+ <li>Add analytic group filters on report instance, periods and in the
647
+ interactive view.
648
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/320">#320</a>)</li>
621
649
  </ul>
622
650
  </div>
623
651
  <div class="section" id="section-13">
624
652
  <h2><a class="toc-backref" href="#toc-entry-18">13.0.3.6.3 (2020-08-28)</a></h2>
625
653
  <p><strong>Bugfixes</strong></p>
626
654
  <ul class="simple">
627
- <li>Having a “Compare columns” added on a KPI with an associated style using a
628
- Factor/Divider did lead to the said factor being applied on the percentages
629
- when exporting to XLSX. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/300">#300</a>)</li>
655
+ <li>Having a “Compare columns” added on a KPI with an associated style
656
+ using a Factor/Divider did lead to the said factor being applied on
657
+ the percentages when exporting to XLSX.
658
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/300">#300</a>)</li>
630
659
  </ul>
631
660
  <p><strong>Misc</strong></p>
632
661
  <ul class="simple">
633
- <li><a class="reference external" href="https://github.com/OCA/mis-builder/issues/280">#280</a>, <a class="reference external" href="https://github.com/OCA/mis-builder/issues/296">#296</a></li>
662
+ <li><a class="reference external" href="https://github.com/OCA/mis-builder/issues/280">#280</a>,
663
+ <a class="reference external" href="https://github.com/OCA/mis-builder/issues/296">#296</a></li>
634
664
  </ul>
635
665
  </div>
636
666
  <div class="section" id="section-14">
637
667
  <h2><a class="toc-backref" href="#toc-entry-19">13.0.3.6.2 (2020-04-22)</a></h2>
638
668
  <p><strong>Bugfixes</strong></p>
639
669
  <ul class="simple">
640
- <li>The “Settings” button is now displayed for users with the “Show full accounting features” right when previewing a report. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/281">#281</a>)</li>
670
+ <li>The “Settings” button is now displayed for users with the “Show full
671
+ accounting features” right when previewing a report.
672
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/281">#281</a>)</li>
641
673
  </ul>
642
674
  </div>
643
675
  <div class="section" id="section-15">
644
676
  <h2><a class="toc-backref" href="#toc-entry-20">13.0.3.6.1 (2020-04-22)</a></h2>
645
677
  <p><strong>Bugfixes</strong></p>
646
678
  <ul class="simple">
647
- <li>Fix <tt class="docutils literal">TypeError: 'module' object is not iterable</tt> when using
648
- budgets by account. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/276">#276</a>)</li>
679
+ <li>Fix <tt class="docutils literal">TypeError: 'module' object is not iterable</tt> when using budgets
680
+ by account.
681
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/276">#276</a>)</li>
649
682
  </ul>
650
683
  </div>
651
684
  <div class="section" id="section-16">
652
685
  <h2><a class="toc-backref" href="#toc-entry-21">13.0.3.6.0 (2020-03-28)</a></h2>
653
686
  <p><strong>Features</strong></p>
654
687
  <ul class="simple">
655
- <li>Add column-level filters on analytic account and analytic tags.
656
- These filters are combined with a AND with the report-level filters
657
- and cannot be modified in the preview. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/138">#138</a>)</li>
658
- <li>Access to KPI from other reports in KPI expressions, aka subreports. In a
659
- report template, one can list named “subreports” (other report templates). When
660
- evaluating expressions, you can access KPI’s of subreports with a dot-prefix
661
- notation. Example: you can define a MIS Report for a “Balance Sheet”, and then
662
- have another MIS Report “Balance Sheet Ratios” that fetches KPI’s from “Balance
663
- Sheet” to create new KPI’s for the ratios (e.g. balance_sheet.current_assets /
664
- balance_sheet.total_assets). (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/155">#155</a>)</li>
688
+ <li>Add column-level filters on analytic account and analytic tags. These
689
+ filters are combined with a AND with the report-level filters and
690
+ cannot be modified in the preview.
691
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/138">#138</a>)</li>
692
+ <li>Access to KPI from other reports in KPI expressions, aka subreports.
693
+ In a report template, one can list named subreports (other report
694
+ templates). When evaluating expressions, you can access KPI’s of
695
+ subreports with a dot-prefix notation. Example: you can define a MIS
696
+ Report for a “Balance Sheet”, and then have another MIS Report
697
+ “Balance Sheet Ratios” that fetches KPI’s from “Balance Sheet” to
698
+ create new KPI’s for the ratios (e.g. balance_sheet.current_assets /
699
+ balance_sheet.total_assets).
700
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/155">#155</a>)</li>
665
701
  </ul>
666
702
  </div>
667
703
  <div class="section" id="section-17">
@@ -673,109 +709,132 @@ balance_sheet.total_assets). (<a class="reference external" href="https://github
673
709
  <p><strong>Features</strong></p>
674
710
  <ul class="simple">
675
711
  <li>The <tt class="docutils literal">account_id</tt> field of the model selected in ‘Move lines source’
676
- in the Period form can now be a Many2one
677
- relationship with any model that has a <tt class="docutils literal">code</tt> field (not only with
678
- <tt class="docutils literal">account.account</tt> model). To this end, the model to be used for Actuals
679
- move lines can be configured on the report template. It can be something else
680
- than move lines and the only constraint is that its <tt class="docutils literal">account_id</tt> field
681
- has a <tt class="docutils literal">code</tt> field. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/149">#149</a>)</li>
712
+ in the Period form can now be a Many2one relationship with any model
713
+ that has a <tt class="docutils literal">code</tt> field (not only with <tt class="docutils literal">account.account</tt> model).
714
+ To this end, the model to be used for Actuals move lines can be
715
+ configured on the report template. It can be something else than move
716
+ lines and the only constraint is that its <tt class="docutils literal">account_id</tt> field has a
717
+ <tt class="docutils literal">code</tt> field.
718
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/149">#149</a>)</li>
682
719
  <li>Add <tt class="docutils literal">source_aml_model_name</tt> field so extension modules providing
683
- alternative data sources can more easily customize their data source. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/214">#214</a>)</li>
720
+ alternative data sources can more easily customize their data source.
721
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/214">#214</a>)</li>
684
722
  <li>Support analytic tag filters in the backend view and preview widget.
685
- Selecting several tags in the filter means filtering on move lines which
686
- have <em>all</em> these tags set. This is to support the most common use case of
687
- using tags for different dimensions. The filter also makes a AND with the
688
- analytic account filter. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/228">#228</a>)</li>
689
- <li>Display company in account details rows in multi-company mode. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/242">#242</a>)</li>
723
+ Selecting several tags in the filter means filtering on move lines
724
+ which have <em>all</em> these tags set. This is to support the most common
725
+ use case of using tags for different dimensions. The filter also
726
+ makes a AND with the analytic account filter.
727
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/228">#228</a>)</li>
728
+ <li>Display company in account details rows in multi-company mode.
729
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/242">#242</a>)</li>
690
730
  </ul>
691
731
  <p><strong>Bugfixes</strong></p>
692
732
  <ul class="simple">
693
733
  <li>Propagate context to xlsx report, so the analytic account filter
694
734
  works when exporting to xslx too. This also requires a fix to
695
- <tt class="docutils literal">report_xlsx</tt> (see <a class="reference external" href="https://github.com/OCA/reporting-engine/pull/259">https://github.com/OCA/reporting-engine/pull/259</a>). (<a class="reference external" href="https://github.com/oca/mis-builder/issues/178">#178</a>)</li>
696
- <li>In columns of type Sum, preserve styles for KPIs that are not summable
697
- (eg percentage values). Before this fix, such cells were displayed without
698
- style. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/219">#219</a>)</li>
699
- <li>In Excel export, keep the percentage point suffix (pp) instead of replacing it with %. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/220">#220</a>)</li>
735
+ <tt class="docutils literal">report_xlsx</tt> (see
736
+ <a class="reference external" href="https://github.com/OCA/reporting-engine/pull/259">https://github.com/OCA/reporting-engine/pull/259</a>).
737
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/178">#178</a>)</li>
738
+ <li>In columns of type Sum, preserve styles for KPIs that are not
739
+ summable (eg percentage values). Before this fix, such cells were
740
+ displayed without style.
741
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/219">#219</a>)</li>
742
+ <li>In Excel export, keep the percentage point suffix (pp) instead of
743
+ replacing it with %.
744
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/220">#220</a>)</li>
700
745
  </ul>
701
746
  </div>
702
747
  <div class="section" id="section-19">
703
748
  <h2><a class="toc-backref" href="#toc-entry-24">12.0.3.4.0 (2019-07-09)</a></h2>
704
749
  <p><strong>Features</strong></p>
705
750
  <ul class="simple">
706
- <li>New year-to-date mode for defining periods. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/165">#165</a>)</li>
707
- <li>Add support for move lines with negative debit or credit.
708
- Used by some for storno accounting. Not officially supported. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/175">#175</a>)</li>
751
+ <li>New year-to-date mode for defining periods.
752
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/165">#165</a>)</li>
753
+ <li>Add support for move lines with negative debit or credit. Used by
754
+ some for storno accounting. Not officially supported.
755
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/175">#175</a>)</li>
709
756
  <li>In Excel export, use a number format with thousands separator. The
710
- specific separator used depends on the Excel configuration (eg regional
711
- settings). (<a class="reference external" href="https://github.com/oca/mis-builder/issues/190">#190</a>)</li>
712
- <li>Add generation date/time at the end of the XLS export. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/191">#191</a>)</li>
757
+ specific separator used depends on the Excel configuration (eg
758
+ regional settings).
759
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/190">#190</a>)</li>
760
+ <li>Add generation date/time at the end of the XLS export.
761
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/191">#191</a>)</li>
713
762
  <li>In presence of Sub KPIs, report more informative user errors when
714
- non-multi expressions yield tuples of incorrect lenght. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/196">#196</a>)</li>
763
+ non-multi expressions yield tuples of incorrect lenght.
764
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/196">#196</a>)</li>
715
765
  </ul>
716
766
  <p><strong>Bugfixes</strong></p>
717
767
  <ul class="simple">
718
- <li>Fix rendering of percentage types in Excel export. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/192">#192</a>)</li>
768
+ <li>Fix rendering of percentage types in Excel export.
769
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/192">#192</a>)</li>
719
770
  </ul>
720
771
  </div>
721
772
  <div class="section" id="section-20">
722
773
  <h2><a class="toc-backref" href="#toc-entry-25">12.0.3.3.0 (2019-01-26)</a></h2>
723
774
  <p><strong>Features</strong></p>
724
775
  <p><em>Dynamic analytic filters in report preview are not yet available in 11,
725
- this requires an update to the JS widget that proved difficult to implement
726
- so far. Help welcome.</em></p>
776
+ this requires an update to the JS widget that proved difficult to
777
+ implement so far. Help welcome.</em></p>
727
778
  <ul class="simple">
728
- <li>Analytic account filters. On a report, an analytic
729
- account can be selected for filtering. The filter will
730
- be applied to move lines queries. A filter box is also
731
- available in the widget to let the user select the analytic
732
- account during report preview. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/15">#15</a>)</li>
733
- <li>Control visibility of analytic filter combo box in widget.
734
- This is useful to hide the analytic filters on reports where
735
- they do not make sense, such as balance sheet reports. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/42">#42</a>)</li>
736
- <li>Display analytic filters in the header of exported pdf and xls. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/44">#44</a>)</li>
737
- <li>Replace the last old gtk icons with fontawesome icons. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/104">#104</a>)</li>
738
- <li>Use active_test=False in AEP queries.
739
- This is important for reports involving inactive taxes.
740
- This should not negatively effect existing reports, because
741
- an accounting report must take into account all existing move lines
742
- even if they reference objects such as taxes, journals, accounts types
743
- that have been deactivated since their creation. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/107">#107</a>)</li>
744
- <li>int(), float() and round() support for AccountingNone. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/108">#108</a>)</li>
745
- <li>Allow referencing subkpis by name by writing <cite>kpi_x.subkpi_y</cite> in expressions. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/114">#114</a>)</li>
779
+ <li>Analytic account filters. On a report, an analytic account can be
780
+ selected for filtering. The filter will be applied to move lines
781
+ queries. A filter box is also available in the widget to let the user
782
+ select the analytic account during report preview.
783
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/15">#15</a>)</li>
784
+ <li>Control visibility of analytic filter combo box in widget. This is
785
+ useful to hide the analytic filters on reports where they do not make
786
+ sense, such as balance sheet reports.
787
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/42">#42</a>)</li>
788
+ <li>Display analytic filters in the header of exported pdf and xls.
789
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/44">#44</a>)</li>
790
+ <li>Replace the last old gtk icons with fontawesome icons.
791
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/104">#104</a>)</li>
792
+ <li>Use active_test=False in AEP queries. This is important for reports
793
+ involving inactive taxes. This should not negatively effect existing
794
+ reports, because an accounting report must take into account all
795
+ existing move lines even if they reference objects such as taxes,
796
+ journals, accounts types that have been deactivated since their
797
+ creation. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/107">#107</a>)</li>
798
+ <li>int(), float() and round() support for AccountingNone.
799
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/108">#108</a>)</li>
800
+ <li>Allow referencing subkpis by name by writing kpi_x.subkpi_y in
801
+ expressions.
802
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/114">#114</a>)</li>
746
803
  <li>Add an option to control the display of the start/end dates in the
747
804
  column headers. It is disabled by default (this is a change compared
748
- to previous behaviour). (<a class="reference external" href="https://github.com/oca/mis-builder/issues/118">#118</a>)</li>
749
- <li>Add evaluate method to mis.report. This is a simplified
750
- method to evaluate kpis of a report over a time period,
751
- without creating a mis.report.instance. (<a class="reference external" href="https://github.com/oca/mis-builder/issues/123">#123</a>)</li>
805
+ to previous behaviour).
806
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/118">#118</a>)</li>
807
+ <li>Add evaluate method to mis.report. This is a simplified method to
808
+ evaluate kpis of a report over a time period, without creating a
809
+ mis.report.instance.
810
+ (<a class="reference external" href="https://github.com/oca/mis-builder/issues/123">#123</a>)</li>
752
811
  </ul>
753
812
  <p><strong>Bugs</strong></p>
754
813
  <ul class="simple">
755
- <li>In the style form, hide the “Hide always” checkbox when “Hide always inherit”
756
- is checked, as for all other syle elements. (<cite>#121 &lt;https://github.com/OCA/mis-builder/pull/121&gt;_</cite>)</li>
814
+ <li>In the style form, hide the “Hide always” checkbox when “Hide always
815
+ inherit” is checked, as for all other syle elements.
816
+ (<a class="reference external" href="https://github.com/OCA/mis-builder/pull/121">#121</a>)</li>
757
817
  </ul>
758
818
  <p><strong>Upgrading from 3.2 (breaking changes)</strong></p>
759
- <p>If you use <tt class="docutils literal">Actuals (alternative)</tt> data source in combination with analytic
760
- filters, the underlying model must now have an <tt class="docutils literal">analytic_account_id</tt> field.</p>
819
+ <p>If you use <tt class="docutils literal">Actuals (alternative)</tt> data source in combination with
820
+ analytic filters, the underlying model must now have an
821
+ <tt class="docutils literal">analytic_account_id</tt> field.</p>
761
822
  </div>
762
823
  <div class="section" id="section-21">
763
824
  <h2><a class="toc-backref" href="#toc-entry-26">11.0.3.2.2 (2018-06-30)</a></h2>
764
825
  <ul class="simple">
765
- <li>[FIX] Fix bug in company_default_get call returning
766
- id instead of recordset
767
- (<a class="reference external" href="https://github.com/OCA/mis-builder/pull/103">#103</a>)</li>
768
- <li>[IMP] add “hide always” style property to make hidden KPI’s
769
- (for KPI that serve as basis for other formulas, but do not
770
- need to be displayed).
771
- (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/46">#46</a>)</li>
826
+ <li>[FIX] Fix bug in company_default_get call returning id instead of
827
+ recordset (<a class="reference external" href="https://github.com/OCA/mis-builder/pull/103">#103</a>)</li>
828
+ <li>[IMP] add “hide always” style property to make hidden KPI’s (for KPI
829
+ that serve as basis for other formulas, but do not need to be
830
+ displayed). (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/46">#46</a>)</li>
772
831
  </ul>
773
832
  </div>
774
833
  <div class="section" id="section-22">
775
834
  <h2><a class="toc-backref" href="#toc-entry-27">11.0.3.2.1 (2018-05-29)</a></h2>
776
835
  <ul class="simple">
777
- <li>[FIX] Missing comparison operator for AccountingNone
778
- leading to errors in pbal computations
836
+ <li>[FIX] Missing comparison operator for AccountingNone leading to
837
+ errors in pbal computations
779
838
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issue/93">#93</a>)</li>
780
839
  </ul>
781
840
  </div>
@@ -785,11 +844,11 @@ leading to errors in pbal computations
785
844
  <li>[FIX] make subkpi ordering deterministic
786
845
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/71">#71</a>)</li>
787
846
  <li>[ADD] report instance level option to disable account expansion,
788
- enabling the creation of detailed templates while deferring the decision
789
- of rendering the details or not to the report instance
847
+ enabling the creation of detailed templates while deferring the
848
+ decision of rendering the details or not to the report instance
790
849
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/74">#74</a>)</li>
791
- <li>[ADD] pbal and nbal accounting expressions, to sum positive
792
- and negative balances respectively (ie ignoring accounts with negative,
850
+ <li>[ADD] pbal and nbal accounting expressions, to sum positive and
851
+ negative balances respectively (ie ignoring accounts with negative,
793
852
  resp positive balances)
794
853
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/86">#86</a>)</li>
795
854
  </ul>
@@ -803,8 +862,8 @@ resp positive balances)
803
862
  <h2><a class="toc-backref" href="#toc-entry-30">10.0.3.1.1 (2017-11-14)</a></h2>
804
863
  <p>New features:</p>
805
864
  <ul class="simple">
806
- <li>[ADD] month and year relative periods, easier to use than
807
- date ranges for the most common case.
865
+ <li>[ADD] month and year relative periods, easier to use than date ranges
866
+ for the most common case.
808
867
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/2">#2</a>)</li>
809
868
  <li>[ADD] multi-company consolidation support, with currency conversion
810
869
  (the conversion rate date is the end of the reporting period)
@@ -819,8 +878,8 @@ querying move lines
819
878
  any domain on account.account, not only account codes
820
879
  <tt class="docutils literal"><span class="pre">balp[('account_type',</span> <span class="pre">'=',</span> <span class="pre">'asset_receivable')]</span></tt>
821
880
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/4">#4</a>).</li>
822
- <li>[IMP] in the report instance configuration form, the filters are
823
- now grouped in a notebook page, this improves readability and
881
+ <li>[IMP] in the report instance configuration form, the filters are now
882
+ grouped in a notebook page, this improves readability and
824
883
  extensibility
825
884
  (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/39">#39</a>).</li>
826
885
  </ul>
@@ -857,29 +916,29 @@ created (not yet saved) report instances.
857
916
  <h2><a class="toc-backref" href="#toc-entry-33">10.0.3.0.2 (2017-10-01)</a></h2>
858
917
  <p>New features:</p>
859
918
  <ul class="simple">
860
- <li>[ADD] Alternative move line source per report column.
861
- This makes mis buidler accounting expressions work on any model
862
- that has debit, credit, account_id and date fields. Provided you can
863
- expose, say, committed purchases, or your budget as a view with
864
- debit, credit and account_id, this opens up a lot of possibilities</li>
865
- <li>[ADD] Comparison column source (more flexible than the previous,
866
- now deprecated, comparison mechanism).
867
- CAVEAT: there is no automated migration to the new mechanism.</li>
868
- <li>[ADD] Sum column source, to create columns that add/subtract
869
- other columns.</li>
919
+ <li>[ADD] Alternative move line source per report column. This makes mis
920
+ buidler accounting expressions work on any model that has debit,
921
+ credit, account_id and date fields. Provided you can expose, say,
922
+ committed purchases, or your budget as a view with debit, credit and
923
+ account_id, this opens up a lot of possibilities</li>
924
+ <li>[ADD] Comparison column source (more flexible than the previous, now
925
+ deprecated, comparison mechanism). CAVEAT: there is no automated
926
+ migration to the new mechanism.</li>
927
+ <li>[ADD] Sum column source, to create columns that add/subtract other
928
+ columns.</li>
870
929
  <li>[ADD] mis.kpi.data abstract model as a basis for manual KPI values
871
- supporting automatic ajustment to the reporting time period (the basis
872
- for budget item, but could also server other purposes, such as manually
873
- entering some KPI values, such as number of employee)</li>
930
+ supporting automatic ajustment to the reporting time period (the
931
+ basis for budget item, but could also server other purposes, such as
932
+ manually entering some KPI values, such as number of employee)</li>
874
933
  <li>[ADD] mis_builder_budget module providing a new budget data source</li>
875
934
  <li>[ADD] new “hide empty” style property</li>
876
- <li>[IMP] new AEP method to get accounts involved in an expression
877
- (this is useful to find which KPI relate to a given P&amp;L
878
- acount, to implement budget control)</li>
935
+ <li>[IMP] new AEP method to get accounts involved in an expression (this
936
+ is useful to find which KPI relate to a given P&amp;L acount, to
937
+ implement budget control)</li>
879
938
  <li>[IMP] many UI improvements</li>
880
939
  <li>[IMP] many code style improvements and some refactoring</li>
881
- <li>[IMP] add the column date_from, date_to in expression evaluation context,
882
- as well as time, datetime and dateutil modules</li>
940
+ <li>[IMP] add the column date_from, date_to in expression evaluation
941
+ context, as well as time, datetime and dateutil modules</li>
883
942
  </ul>
884
943
  <p>Main bug fixes:</p>
885
944
  <ul class="simple">
@@ -894,7 +953,8 @@ as well as time, datetime and dateutil modules</li>
894
953
  <li>[FIX] sorting of detail by account</li>
895
954
  <li>[FIX] computation bug in detail by account when multiple accounting
896
955
  expressions were used in a KPI</li>
897
- <li>[FIX] permission issue when adding report to dashboard with non admin user</li>
956
+ <li>[FIX] permission issue when adding report to dashboard with non admin
957
+ user</li>
898
958
  </ul>
899
959
  </div>
900
960
  <div class="section" id="unreleased">
@@ -902,8 +962,8 @@ expressions were used in a KPI</li>
902
962
  <ul class="simple">
903
963
  <li>[IMP] more robust behaviour in presence of missing expressions</li>
904
964
  <li>[FIX] indent style</li>
905
- <li>[FIX] local variable ‘ctx’ referenced before assignment when generating
906
- reports with no objects</li>
965
+ <li>[FIX] local variable ‘ctx’ referenced before assignment when
966
+ generating reports with no objects</li>
907
967
  <li>[IMP] use fontawesome icons</li>
908
968
  <li>[MIG] migrate to 10.0</li>
909
969
  <li>[FIX] unicode error when exporting to Excel</li>
@@ -914,15 +974,16 @@ reports with no objects</li>
914
974
  <h2><a class="toc-backref" href="#toc-entry-35">9.0.2.0.2 (2016-09-27)</a></h2>
915
975
  <ul class="simple">
916
976
  <li>[IMP] Add refresh button in mis report preview.</li>
917
- <li>[IMP] Widget code changes to allow to add fields in the widget more easily.</li>
977
+ <li>[IMP] Widget code changes to allow to add fields in the widget more
978
+ easily.</li>
918
979
  </ul>
919
980
  </div>
920
981
  <div class="section" id="section-30">
921
982
  <h2><a class="toc-backref" href="#toc-entry-36">9.0.2.0.1 (2016-05-26)</a></h2>
922
983
  <ul class="simple">
923
- <li>[IMP] remove unused argument in declare_and_compute_period()
924
- for a cleaner API. This is a breaking API changing merged in
925
- urgency before it is used by other modules.</li>
984
+ <li>[IMP] remove unused argument in declare_and_compute_period() for a
985
+ cleaner API. This is a breaking API changing merged in urgency before
986
+ it is used by other modules.</li>
926
987
  </ul>
927
988
  </div>
928
989
  <div class="section" id="section-31">
@@ -931,44 +992,46 @@ urgency before it is used by other modules.</li>
931
992
  April 26-29, 2016. The rest (ie a major refactoring) has been done in
932
993
  the weeks after.</p>
933
994
  <ul class="simple">
934
- <li>[IMP] hide button box in edit mode on the report instance settings form</li>
995
+ <li>[IMP] hide button box in edit mode on the report instance settings
996
+ form</li>
935
997
  <li>[FIX] Fix sum aggregation of non-stored fields
936
998
  (<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/178">https://github.com/OCA/account-financial-reporting/issues/178</a>)</li>
937
999
  <li>[IMP] There is now a default style at the report level</li>
938
- <li>[CHG] Number display properties (rounding, prefix, suffix, factor) are
939
- now defined in styles</li>
940
- <li>[CHG] Percentage difference are rounded to 1 digit instead of the kpi’s
941
- rounding, as the KPI rounding does not make sense in this case</li>
942
- <li>[CHG] The divider suffix (k, M, etc) is not inserted automatically anymore
943
- because it is inconsistent when working with prefixes; you need to add it
944
- manually in the suffix</li>
1000
+ <li>[CHG] Number display properties (rounding, prefix, suffix, factor)
1001
+ are now defined in styles</li>
1002
+ <li>[CHG] Percentage difference are rounded to 1 digit instead of the
1003
+ kpi’s rounding, as the KPI rounding does not make sense in this case</li>
1004
+ <li>[CHG] The divider suffix (k, M, etc) is not inserted automatically
1005
+ anymore because it is inconsistent when working with prefixes; you
1006
+ need to add it manually in the suffix</li>
945
1007
  <li>[IMP] AccountingExpressionProcessor now supports ‘balu’ expressions
946
1008
  to obtain the unallocated profit/loss of previous fiscal years;
947
1009
  get_unallocated_pl is the corresponding convenience method</li>
948
1010
  <li>[IMP] AccountingExpressionProcessor now has easy methods to obtain
949
1011
  balances by account: get_balances_initial, get_balances_end,
950
1012
  get_balances_variation</li>
951
- <li>[IMP] there is now an auto-expand feature to automatically display
952
- a detail by account for selected kpis</li>
953
- <li>[IMP] the kpi and period lists are now manipulated through forms instead
954
- of directly in the tree views</li>
1013
+ <li>[IMP] there is now an auto-expand feature to automatically display a
1014
+ detail by account for selected kpis</li>
1015
+ <li>[IMP] the kpi and period lists are now manipulated through forms
1016
+ instead of directly in the tree views</li>
955
1017
  <li>[IMP] it is now possible to create a report through a wizard, such
956
- reports are deemed temporary and available through a “Last Reports Generated”
957
- menu, they are garbaged collected automatically, unless saved permanently,
958
- which can be done using a Save button</li>
1018
+ reports are deemed temporary and available through a “Last Reports
1019
+ Generated” menu, they are garbaged collected automatically, unless
1020
+ saved permanently, which can be done using a Save button</li>
959
1021
  <li>[IMP] there is now a beginner mode to configure simple reports with
960
1022
  only one period</li>
961
- <li>[IMP] it is now easier to configure periods with fixed start/end dates</li>
962
- <li>[IMP] the new sub-kpi mechanism allows the creation of columns
963
- with multiple values, or columns with different values</li>
1023
+ <li>[IMP] it is now easier to configure periods with fixed start/end
1024
+ dates</li>
1025
+ <li>[IMP] the new sub-kpi mechanism allows the creation of columns with
1026
+ multiple values, or columns with different values</li>
964
1027
  <li>[IMP] thanks to the new style model, the Excel export is now styled</li>
965
1028
  <li>[IMP] a new style model is now used to centralize style configuration</li>
966
- <li>[FIX] use =like instead of like to search for accounts, because
967
- the % are added by the user in the expressions</li>
968
- <li>[FIX] Correctly compute the initial balance of income and expense account
969
- based on the start of the fiscal year</li>
970
- <li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a more
971
- flexible alternative to fiscal periods</li>
1029
+ <li>[FIX] use =like instead of like to search for accounts, because the %
1030
+ are added by the user in the expressions</li>
1031
+ <li>[FIX] Correctly compute the initial balance of income and expense
1032
+ account based on the start of the fiscal year</li>
1033
+ <li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a
1034
+ more flexible alternative to fiscal periods</li>
972
1035
  <li>v9 migration: fiscal periods are removed, account charts are removed,
973
1036
  consolidation accounts have been removed</li>
974
1037
  </ul>
@@ -980,19 +1043,19 @@ consolidation accounts have been removed</li>
980
1043
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/181">https://github.com/OCA/account-financial-reporting/pull/181</a></li>
981
1044
  <li>The copy of a MIS Report Template now copies KPIs and queries.
982
1045
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/177">https://github.com/OCA/account-financial-reporting/pull/177</a></li>
983
- <li>Usability: the default view for MIS Report instances is now the rendered preview,
984
- and the settings are accessible through a gear icon in the list view and
985
- a button in the preview.
1046
+ <li>Usability: the default view for MIS Report instances is now the
1047
+ rendered preview, and the settings are accessible through a gear icon
1048
+ in the list view and a button in the preview.
986
1049
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/170">https://github.com/OCA/account-financial-reporting/pull/170</a></li>
987
1050
  <li>Display blank cells instead of 0.0 when there is no data.
988
1051
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/169">https://github.com/OCA/account-financial-reporting/pull/169</a></li>
989
- <li>Usability: better layout of the MIS Report periods settings on small screens.
990
- <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/167">https://github.com/OCA/account-financial-reporting/pull/167</a></li>
991
- <li>Include the download buttons inside the MIS Builder widget, and refactor
992
- the widget to open the door to analytic filtering in the previews.
993
- <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/151">https://github.com/OCA/account-financial-reporting/pull/151</a></li>
994
- <li>Add KPI rendering prefixes (so you can print $ in front of the value).
995
- <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/158">https://github.com/OCA/account-financial-reporting/pull/158</a></li>
1052
+ <li>Usability: better layout of the MIS Report periods settings on small
1053
+ screens. <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/167">https://github.com/OCA/account-financial-reporting/pull/167</a></li>
1054
+ <li>Include the download buttons inside the MIS Builder widget, and
1055
+ refactor the widget to open the door to analytic filtering in the
1056
+ previews. <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/151">https://github.com/OCA/account-financial-reporting/pull/151</a></li>
1057
+ <li>Add KPI rendering prefixes (so you can print $ in front of the
1058
+ value). <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/158">https://github.com/OCA/account-financial-reporting/pull/158</a></li>
996
1059
  <li>Add hooks for analytic filtering.
997
1060
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/128">https://github.com/OCA/account-financial-reporting/pull/128</a>
998
1061
  <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/131">https://github.com/OCA/account-financial-reporting/pull/131</a></li>
@@ -1008,7 +1071,7 @@ the widget to open the door to analytic filtering in the previews.
1008
1071
  <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/issues">GitHub Issues</a>.
1009
1072
  In case of trouble, please check there if your issue has already been reported.
1010
1073
  If you spotted it first, help us to smash it by providing a detailed and welcomed
1011
- <a class="reference external" href="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**">feedback</a>.</p>
1074
+ <a class="reference external" href="https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
1012
1075
  <p>Do not contact contributors directly about support or help with technical issues.</p>
1013
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  </div>
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  <div class="section" id="credits">
@@ -1049,18 +1112,22 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
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  <li>Jairo Llopis (<a class="reference external" href="https://www.moduon.team/">https://www.moduon.team/</a>)</li>
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  <li>Dzung Tran &lt;<a class="reference external" href="mailto:dungtd&#64;trobz.com">dungtd&#64;trobz.com</a>&gt;</li>
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  <li>Hoang Diep &lt;<a class="reference external" href="mailto:hoang&#64;trobz.com">hoang&#64;trobz.com</a>&gt;</li>
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+ <li>Miquel Pascual &lt;<a class="reference external" href="mailto:mpascual&#64;apsl.net">mpascual&#64;apsl.net</a>&gt;</li>
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+ <li>Antoni Marroig &lt;<a class="reference external" href="mailto:amarroig&#64;apsl.net">amarroig&#64;apsl.net</a>&gt;</li>
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  </ul>
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  </div>
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  <div class="section" id="maintainers">
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  <h2><a class="toc-backref" href="#toc-entry-44">Maintainers</a></h2>
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  <p>This module is maintained by the OCA.</p>
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- <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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+ <a class="reference external image-reference" href="https://odoo-community.org">
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+ <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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+ </a>
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  <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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  mission is to support the collaborative development of Odoo features and
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  promote its widespread use.</p>
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  <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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  <p><a class="reference external image-reference" href="https://github.com/sbidoul"><img alt="sbidoul" src="https://github.com/sbidoul.png?size=40px" /></a></p>
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- <p>This module is part of the <a class="reference external" href="https://github.com/OCA/mis-builder/tree/16.0/mis_builder">OCA/mis-builder</a> project on GitHub.</p>
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+ <p>This module is part of the <a class="reference external" href="https://github.com/OCA/mis-builder/tree/17.0/mis_builder">OCA/mis-builder</a> project on GitHub.</p>
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  <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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  </div>
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  </div>