odoo-addon-mis-builder 16.0.5.1.11.2__py3-none-any.whl → 17.0.1.0.0.3__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- odoo/addons/mis_builder/README.rst +474 -429
- odoo/addons/mis_builder/__manifest__.py +1 -1
- odoo/addons/mis_builder/i18n/ca.po +5 -18
- odoo/addons/mis_builder/i18n/de.po +0 -16
- odoo/addons/mis_builder/i18n/el.po +0 -16
- odoo/addons/mis_builder/i18n/el_GR.po +0 -16
- odoo/addons/mis_builder/i18n/es.po +3 -16
- odoo/addons/mis_builder/i18n/fr.po +7 -20
- odoo/addons/mis_builder/i18n/hr.po +2 -18
- odoo/addons/mis_builder/i18n/it.po +12 -25
- odoo/addons/mis_builder/i18n/mis_builder.pot +1 -17
- odoo/addons/mis_builder/i18n/nl.po +3 -16
- odoo/addons/mis_builder/i18n/nl_NL.po +3 -16
- odoo/addons/mis_builder/i18n/pt.po +3 -16
- odoo/addons/mis_builder/i18n/pt_BR.po +3 -16
- odoo/addons/mis_builder/i18n/sv.po +8 -20
- odoo/addons/mis_builder/i18n/tr.po +0 -16
- odoo/addons/mis_builder/models/aep.py +1 -1
- odoo/addons/mis_builder/models/expression_evaluator.py +1 -1
- odoo/addons/mis_builder/models/kpimatrix.py +5 -2
- odoo/addons/mis_builder/models/mis_kpi_data.py +1 -3
- odoo/addons/mis_builder/models/mis_report.py +18 -19
- odoo/addons/mis_builder/models/mis_report_instance.py +4 -9
- odoo/addons/mis_builder/readme/CONTRIBUTORS.md +29 -0
- odoo/addons/mis_builder/readme/DESCRIPTION.md +5 -0
- odoo/addons/mis_builder/readme/DEVELOP.md +7 -0
- odoo/addons/mis_builder/readme/HISTORY.md +542 -0
- odoo/addons/mis_builder/readme/INSTALL.md +7 -0
- odoo/addons/mis_builder/readme/ROADMAP.md +5 -0
- odoo/addons/mis_builder/readme/USAGE.md +19 -0
- odoo/addons/mis_builder/static/description/index.html +305 -238
- odoo/addons/mis_builder/static/src/components/mis_report_widget.esm.js +7 -4
- odoo/addons/mis_builder/static/src/components/mis_report_widget.xml +5 -5
- odoo/addons/mis_builder/tests/test_aep.py +17 -2
- odoo/addons/mis_builder/views/mis_report.xml +7 -11
- odoo/addons/mis_builder/views/mis_report_instance.xml +38 -47
- odoo/addons/mis_builder/views/mis_report_style.xml +12 -46
- odoo_addon_mis_builder-17.0.1.0.0.3.dist-info/METADATA +778 -0
- {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
- odoo/addons/mis_builder/migrations/16.0.5.0.0/end-migrate.py +0 -10
- odoo/addons/mis_builder/migrations/8.0.2.0.0/post-migration.py +0 -29
- odoo/addons/mis_builder/migrations/8.0.2.0.0/pre-migration.py +0 -20
- odoo/addons/mis_builder/readme/CONTRIBUTORS.rst +0 -27
- odoo/addons/mis_builder/readme/DESCRIPTION.rst +0 -5
- odoo/addons/mis_builder/readme/DEVELOP.rst +0 -6
- odoo/addons/mis_builder/readme/HISTORY.rst +0 -539
- odoo/addons/mis_builder/readme/INSTALL.rst +0 -7
- odoo/addons/mis_builder/readme/ROADMAP.rst +0 -3
- odoo/addons/mis_builder/readme/USAGE.rst +0 -26
- odoo_addon_mis_builder-16.0.5.1.11.2.dist-info/METADATA +0 -733
- {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
- {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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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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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/
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<p>This module allows you to build Management Information Systems
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Such style of reports presents KPI in rows and time periods
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Reports mainly fetch data from account moves, but can also
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from arbitrary Odoo models. Reports can be exported
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can be added to Odoo dashboards.</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&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
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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 > Configuration > MIS Reporting > MIS Report
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you can create report templates by defining KPI’s.
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reports. Such report templates are
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<li>Go to Accounting > Configuration > MIS Reporting > MIS Report
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Templates where you can create report templates by defining KPI’s.
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KPI’s constitute the rows of your reports. Such report templates are
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time independent.</li>
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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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<li>Then in Accounting > Reports > MIS Reporting > MIS Reports you can
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binding the templates to time periods,
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<li>Then in Accounting > Reports > MIS Reporting > MIS Reports you can
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create report instance by binding the templates to time periods,
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hence defining the columns of your reports.</li>
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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
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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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</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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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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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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<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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without admin rights.
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view is configurable per report.</li>
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security. This also makes the menu discoverable to new users.</li>
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<h2><a class="toc-backref" href="#toc-entry-10">15.0.4.0.5 (2022-07-19)</a></h2>
|
542
551
|
<p><strong>Bugfixes</strong></p>
|
543
552
|
<ul class="simple">
|
544
|
-
<li>Support users without timezone.
|
553
|
+
<li>Support users without timezone.
|
554
|
+
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li>
|
545
555
|
</ul>
|
546
556
|
</div>
|
547
557
|
<div class="section" id="section-6">
|
548
558
|
<h2><a class="toc-backref" href="#toc-entry-11">15.0.4.0.4 (2022-07-19)</a></h2>
|
549
559
|
<p><strong>Bugfixes</strong></p>
|
550
560
|
<ul class="simple">
|
551
|
-
<li>Allow deleting a report that has subreports.
|
561
|
+
<li>Allow deleting a report that has subreports.
|
562
|
+
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li>
|
552
563
|
</ul>
|
553
564
|
</div>
|
554
565
|
<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
|
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.
|
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,
|
570
|
-
companies can be declared on MIS Report instances,
|
571
|
-
|
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
|
574
|
-
correctly.
|
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
|
577
|
-
and <tt class="docutils literal">draft</tt> state only. Before, when
|
578
|
-
|
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.
|
581
|
-
the <tt class="docutils literal">target_move argument</tt> of AEP and other
|
582
|
-
|
583
|
-
|
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
|
592
|
-
|
593
|
-
|
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.
|
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
|
608
|
-
they would raise an error otherwise, as they keep the
|
609
|
-
and source_cmpcol_to_id from the original
|
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
|
617
|
-
The kpi description and the account <tt class="docutils literal">display_name</tt> are
|
618
|
-
of the kpi’s technical definition.
|
619
|
-
<
|
620
|
-
|
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
|
628
|
-
Factor/Divider did lead to the said factor being applied on
|
629
|
-
when exporting to XLSX.
|
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>,
|
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
|
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
|
-
|
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
|
-
|
657
|
-
|
658
|
-
<
|
659
|
-
|
660
|
-
|
661
|
-
|
662
|
-
|
663
|
-
|
664
|
-
|
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
|
-
|
678
|
-
|
679
|
-
|
680
|
-
|
681
|
-
|
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.
|
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
|
686
|
-
have <em>all</em> these tags set. This is to support the most common
|
687
|
-
using tags for different dimensions. The filter also
|
688
|
-
|
689
|
-
|
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
|
696
|
-
<
|
697
|
-
(
|
698
|
-
|
699
|
-
|
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.
|
707
|
-
<
|
708
|
-
|
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
|
711
|
-
settings).
|
712
|
-
|
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.
|
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.
|
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
|
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
|
-
|
730
|
-
|
731
|
-
|
732
|
-
|
733
|
-
<li>Control visibility of analytic filter combo box in widget.
|
734
|
-
|
735
|
-
|
736
|
-
|
737
|
-
<li>
|
738
|
-
<
|
739
|
-
|
740
|
-
|
741
|
-
|
742
|
-
|
743
|
-
|
744
|
-
|
745
|
-
|
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).
|
749
|
-
<
|
750
|
-
method to
|
751
|
-
|
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
|
756
|
-
is checked, as for all other syle elements.
|
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
|
760
|
-
filters, the underlying model must now have an
|
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
|
-
|
767
|
-
|
768
|
-
|
769
|
-
(
|
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
|
-
|
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
|
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
|
-
|
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
|
-
|
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
|
-
|
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
|
-
|
862
|
-
|
863
|
-
|
864
|
-
|
865
|
-
<li>[ADD] Comparison column source (more flexible than the previous,
|
866
|
-
|
867
|
-
|
868
|
-
<li>[ADD] Sum column source, to create columns that add/subtract
|
869
|
-
|
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
|
872
|
-
for budget item, but could also server other purposes, such as
|
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
|
-
|
878
|
-
|
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&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
|
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
|
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
|
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
|
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
|
-
|
925
|
-
|
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
|
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)
|
939
|
-
now defined in styles</li>
|
940
|
-
<li>[CHG] Percentage difference are rounded to 1 digit instead of the
|
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
|
943
|
-
because it is inconsistent when working with prefixes; you
|
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
|
-
|
953
|
-
<li>[IMP] the kpi and period lists are now manipulated through forms
|
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
|
957
|
-
menu, they are garbaged collected automatically, unless
|
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
|
962
|
-
|
963
|
-
|
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
|
-
|
968
|
-
<li>[FIX] Correctly compute the initial balance of income and expense
|
969
|
-
based on the start of the fiscal year</li>
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<li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a
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flexible alternative to fiscal periods</li>
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+
<li>[FIX] use =like instead of like to search for accounts, because the %
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+
are added by the user in the expressions</li>
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<li>[FIX] Correctly compute the initial balance of income and expense
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account based on the start of the fiscal year</li>
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<li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a
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more flexible alternative to fiscal periods</li>
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<li>v9 migration: fiscal periods are removed, account charts are removed,
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consolidation accounts have been removed</li>
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</ul>
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@@ -980,19 +1043,19 @@ consolidation accounts have been removed</li>
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<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>
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<li>The copy of a MIS Report Template now copies KPIs and queries.
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<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>
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<li>Usability: the default view for MIS Report instances is now the
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and the settings are accessible through a gear icon
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a button in the preview.
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<li>Usability: the default view for MIS Report instances is now the
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rendered preview, and the settings are accessible through a gear icon
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in the list view and a button in the preview.
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<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>
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<li>Display blank cells instead of 0.0 when there is no data.
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<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>
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<li>Usability: better layout of the MIS Report periods settings on small
|
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<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>
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<li>Include the download buttons inside the MIS Builder widget, and
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-
the widget to open the door to analytic filtering in the
|
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<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>
|
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-
<li>Add KPI rendering prefixes (so you can print $ in front of the
|
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<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>
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<li>Usability: better layout of the MIS Report periods settings on small
|
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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>
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+
<li>Include the download buttons inside the MIS Builder widget, and
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refactor the widget to open the door to analytic filtering in the
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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>
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+
<li>Add KPI rendering prefixes (so you can print $ in front of the
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+
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>
|
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<li>Add hooks for analytic filtering.
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<a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/128">https://github.com/OCA/account-financial-reporting/pull/128</a>
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<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.
|
|
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/issues">GitHub Issues</a>.
|
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
|
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-
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%
|
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+
<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>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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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 <<a class="reference external" href="mailto:dungtd@trobz.com">dungtd@trobz.com</a>></li>
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<li>Hoang Diep <<a class="reference external" href="mailto:hoang@trobz.com">hoang@trobz.com</a>></li>
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+
<li>Miquel Pascual <<a class="reference external" href="mailto:mpascual@apsl.net">mpascual@apsl.net</a>></li>
|
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+
<li>Antoni Marroig <<a class="reference external" href="mailto:amarroig@apsl.net">amarroig@apsl.net</a>></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"
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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/
|
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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>
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