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

odoo_addon_mis_builder-17.0.1.0.0.3.dist-info/METADATA

@@ -0,0 +1,778 @@
+Metadata-Version: 2.1
+Name: odoo-addon-mis_builder
+Version: 17.0.1.0.0.3
+Requires-Python: >=3.10
+Requires-Dist: odoo-addon-date_range>=17.0dev,<17.1dev
+Requires-Dist: odoo-addon-report_xlsx>=17.0dev,<17.1dev
+Requires-Dist: odoo>=17.0a,<17.1dev
+Summary: Build 'Management Information System' Reports and Dashboards
+Home-page: https://github.com/OCA/mis-builder
+License: AGPL-3
+Author: ACSONE SA/NV, Odoo Community Association (OCA)
+Author-email: support@odoo-community.org
+Classifier: Programming Language :: Python
+Classifier: Framework :: Odoo
+Classifier: Framework :: Odoo :: 17.0
+Classifier: License :: OSI Approved :: GNU Affero General Public License v3
+Classifier: Development Status :: 5 - Production/Stable
+
+===========
+MIS Builder
+===========
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f8989a4fefbc9688a39969027c326e5999fc1eff237716e8dbe5d54550584837
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
+    :target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder
+    :alt: OCA/mis-builder
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows you to build Management Information Systems
+dashboards. Such style of reports presents KPI in rows and time periods
+in columns. Reports mainly fetch data from account moves, but can also
+combine data coming from arbitrary Odoo models. Reports can be exported
+to PDF, Excel and they can be added to Odoo dashboards.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+Your preferred way to install addons will work with MIS Builder.
+
+An easy way to install it with all its dependencies is using pip:
+
+-  ``pip install --pre odoo12-addon-mis_builder``
+-  then restart Odoo, update the addons list in your database, and
+   install the MIS Builder application.
+
+Usage
+=====
+
+To configure this module, you need to:
+
+-  Go to Accounting > Configuration > MIS Reporting > MIS Report
+   Templates where you can create report templates by defining KPI's.
+   KPI's constitute the rows of your reports. Such report templates are
+   time independent.
+
+|image1|
+
+-  Then in Accounting > Reports > MIS Reporting > MIS Reports you can
+   create report instance by binding the templates to time periods,
+   hence defining the columns of your reports.
+
+|image2|
+
+-  From the MIS Reports view, you can preview the report, add it to and
+   Odoo dashboard, and export it to PDF or Excel.
+
+|image3|
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
+.. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
+.. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
+
+Development
+===========
+
+A typical extension is to provide a mechanism to filter reports on
+analytic dimensions or operational units. To implement this, you can
+override \_get_additional_move_line_filter and \_get_additional_filter
+to further filter move lines or queries based on a user selection. A
+typical use case could be to add an analytic account field on
+mis.report.instance, or even on mis.report.instance.period if you want
+different columns to show different analytic accounts.
+
+Known issues / Roadmap
+======================
+
+The mis_builder
+`roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
+and `known
+issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
+can be found on GitHub.
+
+Changelog
+=========
+
+16.0.5.1.9 (2024-02-09)
+-----------------------
+
+**Bugfixes**
+
+-  Restore compatibility with python 3.9
+   (`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
+
+16.0.5.1.8 (2024-02-08)
+-----------------------
+
+**Bugfixes**
+
+-  Resolve a permission issue when creating report periods with a user
+   without admin rights.
+   (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
+
+16.0.5.1.0 (2023-04-04)
+-----------------------
+
+**Features**
+
+-  Improve UX by adding the option to edit the pivot date directly on
+   the view.
+
+16.0.5.0.0 (2023-04-01)
+-----------------------
+
+**Features**
+
+-  Migration to 16.0
+
+   -  Addition of a generic filter domain on reports and columns.
+   -  Addition of a search bar to the widget. The corresponding search
+      view is configurable per report.
+   -  Huge improvement of the widget style. This was long overdue.
+   -  Make the MIS Report menu accessible to the Billing Administrator
+      group (instead of the hidden Show Full Accounting Features), to
+      align with the access rules and avoid giving a false sense of
+      security. This also makes the menu discoverable to new users.
+   -  Removal of analytic fetures because the upstream
+      ``analytic_distribution`` mechanism is not compatible; support may
+      be introduced in separate module, depending on use cases.
+   -  Abandon the ``mis_report_filters`` context key which had security
+      implication. It is replaced by a ``mis_analytic_domain`` context
+      key which is ANDed with other report-defined filters.
+      (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
+   -  Rename the ``get_filter_descriptions_from_context`` method to
+      ``get_filter_descriptions``. This method may be overridden to
+      provide additional subtitles on the PDF or XLS report,
+      representing user-selected filters.
+   -  The ``hide_analytic_filters`` has been replaced by
+      ``widget_show_filters``.
+   -  The visibility of the settings button on the widget is now
+      controlled by a ``show_settings_button``. Before it was visible
+      only for the ``account_user`` group but this was not flexible
+      enough.
+   -  The widget configuration settings are now grouped in a dedicated
+      ``Widget`` tab in the report configuration form.
+
+**Bugfixes**
+
+-  Fix access error when previewing or printing report.
+   (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
+
+15.0.4.0.5 (2022-07-19)
+-----------------------
+
+**Bugfixes**
+
+-  Support users without timezone.
+   (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
+
+15.0.4.0.4 (2022-07-19)
+-----------------------
+
+**Bugfixes**
+
+-  Allow deleting a report that has subreports.
+   (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
+
+15.0.4.0.2 (2022-02-16)
+-----------------------
+
+**Bugfixes**
+
+-  Fix access right issue when clicking the "Save" button on a MIS
+   Report Instance form.
+   (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
+
+14.0.4.0.0 (2022-01-08)
+-----------------------
+
+**Features**
+
+-  Remove various field size limits.
+   (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
+
+**Bugfixes**
+
+-  Support for the Odoo 13+ multi-company model. In multi-company mode,
+   several allowed companies can be declared on MIS Report instances,
+   and the report operates on the intersection of report companies and
+   companies selected in the user context.
+   (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
+
+-  The ``get_additional_query_filter`` argument of ``evaluate()`` is now
+   propagated correctly.
+   (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
+
+-  Use the ``parent_state`` field of ``account.move.line`` to filter
+   entries in ``posted`` and ``draft`` state only. Before, when
+   reporting in draft mode, all entries were used (i.e. there was no
+   filter), and that started including the cancelled entries/invoices in
+   Odoo 13.+.
+
+   This change also contains a **breaking change** in the internal API.
+   For quite a while the ``target_move argument`` of AEP and other
+   methods was not used by MIS Builder itself and was kept for backward
+   compatibility. To avoid rippling effects of the necessary change to
+   use ``parent_state``, we now remove this argument.
+   (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
+
+14.0.3.6.7 (2021-06-02)
+-----------------------
+
+**Bugfixes**
+
+-  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. This happened because the field domain was searching in a
+   NewId context, thus not finding a correct period. Changing the domain
+   and making it use a computed field with a search for the \_origin
+   record solves the problem.
+   (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
+
+14.0.3.6.6 (2021-04-23)
+-----------------------
+
+**Bugfixes**
+
+-  Fix drilldown action name when the account model has been customized.
+   (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
+
+14.0.3.6.5 (2021-04-23)
+-----------------------
+
+**Bugfixes**
+
+-  While duplicating a MIS report instance, comparison columns are
+   ignored because they would raise an error otherwise, as they keep the
+   old source_cmpcol_from_id and source_cmpcol_to_id from the original
+   record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
+
+14.0.3.6.4 (2021-04-06)
+-----------------------
+
+**Features**
+
+-  The drilldown action name displayed on the breadcrumb has been
+   revised. The kpi description and the account ``display_name`` are
+   shown instead of the kpi's technical definition.
+   (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
+-  Add analytic group filters on report instance, periods and in the
+   interactive view.
+   (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
+
+13.0.3.6.3 (2020-08-28)
+-----------------------
+
+**Bugfixes**
+
+-  Having a "Compare columns" added on a KPI with an associated style
+   using a Factor/Divider did lead to the said factor being applied on
+   the percentages when exporting to XLSX.
+   (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
+
+**Misc**
+
+-  `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
+   `#296 <https://github.com/OCA/mis-builder/issues/296>`__
+
+13.0.3.6.2 (2020-04-22)
+-----------------------
+
+**Bugfixes**
+
+-  The "Settings" button is now displayed for users with the "Show full
+   accounting features" right when previewing a report.
+   (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
+
+13.0.3.6.1 (2020-04-22)
+-----------------------
+
+**Bugfixes**
+
+-  Fix ``TypeError: 'module' object is not iterable`` when using budgets
+   by account.
+   (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
+
+13.0.3.6.0 (2020-03-28)
+-----------------------
+
+**Features**
+
+-  Add column-level filters on analytic account and analytic tags. These
+   filters are combined with a AND with the report-level filters and
+   cannot be modified in the preview.
+   (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
+-  Access to KPI from other reports in KPI expressions, aka subreports.
+   In a report template, one can list named "subreports" (other report
+   templates). When evaluating expressions, you can access KPI's of
+   subreports with a dot-prefix notation. Example: you can define a MIS
+   Report for a "Balance Sheet", and then have another MIS Report
+   "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
+   create new KPI's for the ratios (e.g. balance_sheet.current_assets /
+   balance_sheet.total_assets).
+   (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
+
+13.0.3.5.0 (2020-01-??)
+-----------------------
+
+Migration to odoo 13.0.
+
+12.0.3.5.0 (2019-10-26)
+-----------------------
+
+**Features**
+
+-  The ``account_id`` field of the model selected in 'Move lines source'
+   in the Period form can now be a Many2one relationship with any model
+   that has a ``code`` field (not only with ``account.account`` model).
+   To this end, the model to be used for Actuals move lines can be
+   configured on the report template. It can be something else than move
+   lines and the only constraint is that its ``account_id`` field has a
+   ``code`` field.
+   (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
+-  Add ``source_aml_model_name`` field so extension modules providing
+   alternative data sources can more easily customize their data source.
+   (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
+-  Support analytic tag filters in the backend view and preview widget.
+   Selecting several tags in the filter means filtering on move lines
+   which have *all* these tags set. This is to support the most common
+   use case of using tags for different dimensions. The filter also
+   makes a AND with the analytic account filter.
+   (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
+-  Display company in account details rows in multi-company mode.
+   (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
+
+**Bugfixes**
+
+-  Propagate context to xlsx report, so the analytic account filter
+   works when exporting to xslx too. This also requires a fix to
+   ``report_xlsx`` (see
+   https://github.com/OCA/reporting-engine/pull/259).
+   (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
+-  In columns of type Sum, preserve styles for KPIs that are not
+   summable (eg percentage values). Before this fix, such cells were
+   displayed without style.
+   (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
+-  In Excel export, keep the percentage point suffix (pp) instead of
+   replacing it with %.
+   (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
+
+12.0.3.4.0 (2019-07-09)
+-----------------------
+
+**Features**
+
+-  New year-to-date mode for defining periods.
+   (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
+-  Add support for move lines with negative debit or credit. Used by
+   some for storno accounting. Not officially supported.
+   (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
+-  In Excel export, use a number format with thousands separator. The
+   specific separator used depends on the Excel configuration (eg
+   regional settings).
+   (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
+-  Add generation date/time at the end of the XLS export.
+   (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
+-  In presence of Sub KPIs, report more informative user errors when
+   non-multi expressions yield tuples of incorrect lenght.
+   (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
+
+**Bugfixes**
+
+-  Fix rendering of percentage types in Excel export.
+   (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
+
+12.0.3.3.0 (2019-01-26)
+-----------------------
+
+**Features**
+
+*Dynamic analytic filters in report preview are not yet available in 11,
+this requires an update to the JS widget that proved difficult to
+implement so far. Help welcome.*
+
+-  Analytic account filters. On a report, an analytic account can be
+   selected for filtering. The filter will be applied to move lines
+   queries. A filter box is also available in the widget to let the user
+   select the analytic account during report preview.
+   (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
+-  Control visibility of analytic filter combo box in widget. This is
+   useful to hide the analytic filters on reports where they do not make
+   sense, such as balance sheet reports.
+   (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
+-  Display analytic filters in the header of exported pdf and xls.
+   (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
+-  Replace the last old gtk icons with fontawesome icons.
+   (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
+-  Use active_test=False in AEP queries. This is important for reports
+   involving inactive taxes. This should not negatively effect existing
+   reports, because an accounting report must take into account all
+   existing move lines even if they reference objects such as taxes,
+   journals, accounts types that have been deactivated since their
+   creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
+-  int(), float() and round() support for AccountingNone.
+   (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
+-  Allow referencing subkpis by name by writing kpi_x.subkpi_y in
+   expressions.
+   (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
+-  Add an option to control the display of the start/end dates in the
+   column headers. It is disabled by default (this is a change compared
+   to previous behaviour).
+   (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
+-  Add evaluate method to mis.report. This is a simplified method to
+   evaluate kpis of a report over a time period, without creating a
+   mis.report.instance.
+   (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
+
+**Bugs**
+
+-  In the style form, hide the "Hide always" checkbox when "Hide always
+   inherit" is checked, as for all other syle elements.
+   (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
+
+**Upgrading from 3.2 (breaking changes)**
+
+If you use ``Actuals (alternative)`` data source in combination with
+analytic filters, the underlying model must now have an
+``analytic_account_id`` field.
+
+11.0.3.2.2 (2018-06-30)
+-----------------------
+
+-  [FIX] Fix bug in company_default_get call returning id instead of
+   recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
+-  [IMP] add "hide always" style property to make hidden KPI's (for KPI
+   that serve as basis for other formulas, but do not need to be
+   displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
+
+11.0.3.2.1 (2018-05-29)
+-----------------------
+
+-  [FIX] Missing comparison operator for AccountingNone leading to
+   errors in pbal computations
+   (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
+
+10.0.3.2.0 (2018-05-02)
+-----------------------
+
+-  [FIX] make subkpi ordering deterministic
+   (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
+-  [ADD] report instance level option to disable account expansion,
+   enabling the creation of detailed templates while deferring the
+   decision of rendering the details or not to the report instance
+   (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
+-  [ADD] pbal and nbal accounting expressions, to sum positive and
+   negative balances respectively (ie ignoring accounts with negative,
+   resp positive balances)
+   (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
+
+11.0.3.1.2 (2018-02-04)
+-----------------------
+
+Migration to Odoo 11. No new feature.
+(`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
+
+10.0.3.1.1 (2017-11-14)
+-----------------------
+
+New features:
+
+-  [ADD] month and year relative periods, easier to use than date ranges
+   for the most common case.
+   (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
+-  [ADD] multi-company consolidation support, with currency conversion
+   (the conversion rate date is the end of the reporting period)
+   (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
+   `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
+-  [ADD] provide ref, datetime, dateutil, time, user in the evaluation
+   context of move line domains; among other things, this allows using
+   references to xml ids (such as account types or tax tags) when
+   querying move lines
+   (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
+-  [ADD] extended account selectors: you can now select accounts using
+   any domain on account.account, not only account codes
+   ``balp[('account_type', '=', 'asset_receivable')]``
+   (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
+-  [IMP] in the report instance configuration form, the filters are now
+   grouped in a notebook page, this improves readability and
+   extensibility
+   (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
+
+Bug fixes:
+
+-  [FIX] fix error when saving periods in comparison mode on newly
+   created (not yet saved) report instances.
+   `#50 <https://github.com/OCA/mis-builder/pull/50>`__
+-  [FIX] improve display of Base Date report instance view.
+   `#51 <https://github.com/OCA/mis-builder/pull/51>`__
+
+Upgrading from 3.0 (breaking changes):
+
+-  Alternative move line data sources must have a company_id field.
+
+10.0.3.0.4 (2017-10-14)
+-----------------------
+
+Bug fix:
+
+-  [FIX] issue with initial balance rounding.
+   `#30 <https://github.com/OCA/mis-builder/issues/30>`__
+
+10.0.3.0.3 (2017-10-03)
+-----------------------
+
+Bug fix:
+
+-  [FIX] fix error saving KPI on newly created reports.
+   `#18 <https://github.com/OCA/mis-builder/issues/18>`__
+
+10.0.3.0.2 (2017-10-01)
+-----------------------
+
+New features:
+
+-  [ADD] Alternative move line source per report column. This makes mis
+   buidler accounting expressions work on any model that has debit,
+   credit, account_id and date fields. Provided you can expose, say,
+   committed purchases, or your budget as a view with debit, credit and
+   account_id, this opens up a lot of possibilities
+-  [ADD] Comparison column source (more flexible than the previous, now
+   deprecated, comparison mechanism). CAVEAT: there is no automated
+   migration to the new mechanism.
+-  [ADD] Sum column source, to create columns that add/subtract other
+   columns.
+-  [ADD] mis.kpi.data abstract model as a basis for manual KPI values
+   supporting automatic ajustment to the reporting time period (the
+   basis for budget item, but could also server other purposes, such as
+   manually entering some KPI values, such as number of employee)
+-  [ADD] mis_builder_budget module providing a new budget data source
+-  [ADD] new "hide empty" style property
+-  [IMP] new AEP method to get accounts involved in an expression (this
+   is useful to find which KPI relate to a given P&L acount, to
+   implement budget control)
+-  [IMP] many UI improvements
+-  [IMP] many code style improvements and some refactoring
+-  [IMP] add the column date_from, date_to in expression evaluation
+   context, as well as time, datetime and dateutil modules
+
+Main bug fixes:
+
+-  [FIX] deletion of templates and reports (cascade and retricts)
+   (https://github.com/OCA/account-financial-reporting/issues/281)
+-  [FIX] copy of reports
+   (https://github.com/OCA/account-financial-reporting/issues/282)
+-  [FIX] better error message when periods have wrong/missing dates
+   (https://github.com/OCA/account-financial-reporting/issues/283)
+-  [FIX] xlsx export of string types KPI
+   (https://github.com/OCA/account-financial-reporting/issues/285)
+-  [FIX] sorting of detail by account
+-  [FIX] computation bug in detail by account when multiple accounting
+   expressions were used in a KPI
+-  [FIX] permission issue when adding report to dashboard with non admin
+   user
+
+10.0.2.0.3 (unreleased)
+-----------------------
+
+-  [IMP] more robust behaviour in presence of missing expressions
+-  [FIX] indent style
+-  [FIX] local variable 'ctx' referenced before assignment when
+   generating reports with no objects
+-  [IMP] use fontawesome icons
+-  [MIG] migrate to 10.0
+-  [FIX] unicode error when exporting to Excel
+-  [IMP] provide full access to mis builder style for group Adviser.
+
+9.0.2.0.2 (2016-09-27)
+----------------------
+
+-  [IMP] Add refresh button in mis report preview.
+-  [IMP] Widget code changes to allow to add fields in the widget more
+   easily.
+
+9.0.2.0.1 (2016-05-26)
+----------------------
+
+-  [IMP] remove unused argument in declare_and_compute_period() for a
+   cleaner API. This is a breaking API changing merged in urgency before
+   it is used by other modules.
+
+9.0.2.0.0 (2016-05-24)
+----------------------
+
+Part of the work for this release has been done at the Sorrento sprint
+April 26-29, 2016. The rest (ie a major refactoring) has been done in
+the weeks after.
+
+-  [IMP] hide button box in edit mode on the report instance settings
+   form
+-  [FIX] Fix sum aggregation of non-stored fields
+   (https://github.com/OCA/account-financial-reporting/issues/178)
+-  [IMP] There is now a default style at the report level
+-  [CHG] Number display properties (rounding, prefix, suffix, factor)
+   are now defined in styles
+-  [CHG] Percentage difference are rounded to 1 digit instead of the
+   kpi's rounding, as the KPI rounding does not make sense in this case
+-  [CHG] The divider suffix (k, M, etc) is not inserted automatically
+   anymore because it is inconsistent when working with prefixes; you
+   need to add it manually in the suffix
+-  [IMP] AccountingExpressionProcessor now supports 'balu' expressions
+   to obtain the unallocated profit/loss of previous fiscal years;
+   get_unallocated_pl is the corresponding convenience method
+-  [IMP] AccountingExpressionProcessor now has easy methods to obtain
+   balances by account: get_balances_initial, get_balances_end,
+   get_balances_variation
+-  [IMP] there is now an auto-expand feature to automatically display a
+   detail by account for selected kpis
+-  [IMP] the kpi and period lists are now manipulated through forms
+   instead of directly in the tree views
+-  [IMP] it is now possible to create a report through a wizard, such
+   reports are deemed temporary and available through a "Last Reports
+   Generated" menu, they are garbaged collected automatically, unless
+   saved permanently, which can be done using a Save button
+-  [IMP] there is now a beginner mode to configure simple reports with
+   only one period
+-  [IMP] it is now easier to configure periods with fixed start/end
+   dates
+-  [IMP] the new sub-kpi mechanism allows the creation of columns with
+   multiple values, or columns with different values
+-  [IMP] thanks to the new style model, the Excel export is now styled
+-  [IMP] a new style model is now used to centralize style configuration
+-  [FIX] use =like instead of like to search for accounts, because the %
+   are added by the user in the expressions
+-  [FIX] Correctly compute the initial balance of income and expense
+   account based on the start of the fiscal year
+-  [IMP] Support date ranges (from OCA/server-tools/date_range) as a
+   more flexible alternative to fiscal periods
+-  v9 migration: fiscal periods are removed, account charts are removed,
+   consolidation accounts have been removed
+
+8.0.1.0.0 (2016-04-27)
+----------------------
+
+-  The copy of a MIS Report Instance now copies period.
+   https://github.com/OCA/account-financial-reporting/pull/181
+-  The copy of a MIS Report Template now copies KPIs and queries.
+   https://github.com/OCA/account-financial-reporting/pull/177
+-  Usability: the default view for MIS Report instances is now the
+   rendered preview, and the settings are accessible through a gear icon
+   in the list view and a button in the preview.
+   https://github.com/OCA/account-financial-reporting/pull/170
+-  Display blank cells instead of 0.0 when there is no data.
+   https://github.com/OCA/account-financial-reporting/pull/169
+-  Usability: better layout of the MIS Report periods settings on small
+   screens. https://github.com/OCA/account-financial-reporting/pull/167
+-  Include the download buttons inside the MIS Builder widget, and
+   refactor the widget to open the door to analytic filtering in the
+   previews. https://github.com/OCA/account-financial-reporting/pull/151
+-  Add KPI rendering prefixes (so you can print $ in front of the
+   value). https://github.com/OCA/account-financial-reporting/pull/158
+-  Add hooks for analytic filtering.
+   https://github.com/OCA/account-financial-reporting/pull/128
+   https://github.com/OCA/account-financial-reporting/pull/131
+
+8.0.0.2.0
+---------
+
+Pre-history. Or rather, you need to look at the git log.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ACSONE SA/NV
+
+Contributors
+------------
+
+-  Stéphane Bidoul <stephane.bidoul@acsone.eu>
+-  Laetitia Gangloff <laetitia.gangloff@acsone.eu>
+-  Adrien Peiffer <adrien.peiffer@acsone.eu>
+-  Alexis de Lattre <alexis.delattre@akretion.com>
+-  Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
+-  Jordi Ballester <jordi.ballester@eficent.com>
+-  Thomas Binsfeld <thomas.binsfeld@gmail.com>
+-  Giovanni Capalbo <giovanni@therp.nl>
+-  Marco Calcagni <mcalcagni@dinamicheaziendali.it>
+-  Sébastien Beau <sebastien.beau@akretion.com>
+-  Laurent Mignon <laurent.mignon@acsone.eu>
+-  Luc De Meyer <luc.demeyer@noviat.com>
+-  Benjamin Willig <benjamin.willig@acsone.eu>
+-  Martronic SA <info@martronic.ch>
+-  nicomacr <nmr@adhoc.com.ar>
+-  Juan Jose Scarafia <jjs@adhoc.com.ar>
+-  Richard deMeester <richard@willowit.com.au>
+-  Eric Caudal <eric.caudal@elico-corp.com>
+-  Andrea Stirpe <a.stirpe@onestein.nl>
+-  Maxence Groine <mgroine@fiefmanage.ch>
+-  Arnaud Pineux <arnaud.pineux@acsone.eu>
+-  Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
+-  Pedro M. Baeza <pedro.baeza@tecnativa.com>
+-  Alexey Pelykh <alexey.pelykh@corphub.eu>
+-  Jairo Llopis (https://www.moduon.team/)
+-  Dzung Tran <dungtd@trobz.com>
+-  Hoang Diep <hoang@trobz.com>
+-  Miquel Pascual <mpascual@apsl.net>
+-  Antoni Marroig <amarroig@apsl.net>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
+    :target: https://github.com/sbidoul
+    :alt: sbidoul
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-sbidoul| 
+
+This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.