odoo-addon-mis-builder 16.0.5.1.11__py3-none-any.whl → 17.0.1.0.0.2__py3-none-any.whl

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Files changed (39) 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/it.po +2 -2
  4. odoo/addons/mis_builder/i18n/mis_builder.pot +1 -17
  5. odoo/addons/mis_builder/models/aep.py +1 -1
  6. odoo/addons/mis_builder/models/expression_evaluator.py +1 -1
  7. odoo/addons/mis_builder/models/kpimatrix.py +5 -2
  8. odoo/addons/mis_builder/models/mis_kpi_data.py +1 -3
  9. odoo/addons/mis_builder/models/mis_report.py +18 -19
  10. odoo/addons/mis_builder/models/mis_report_instance.py +4 -9
  11. odoo/addons/mis_builder/readme/CONTRIBUTORS.md +29 -0
  12. odoo/addons/mis_builder/readme/DESCRIPTION.md +5 -0
  13. odoo/addons/mis_builder/readme/DEVELOP.md +7 -0
  14. odoo/addons/mis_builder/readme/HISTORY.md +542 -0
  15. odoo/addons/mis_builder/readme/INSTALL.md +7 -0
  16. odoo/addons/mis_builder/readme/ROADMAP.md +5 -0
  17. odoo/addons/mis_builder/readme/USAGE.md +19 -0
  18. odoo/addons/mis_builder/static/description/index.html +305 -238
  19. odoo/addons/mis_builder/static/src/components/mis_report_widget.esm.js +7 -4
  20. odoo/addons/mis_builder/static/src/components/mis_report_widget.xml +5 -5
  21. odoo/addons/mis_builder/tests/test_aep.py +17 -2
  22. odoo/addons/mis_builder/views/mis_report.xml +7 -11
  23. odoo/addons/mis_builder/views/mis_report_instance.xml +38 -47
  24. odoo/addons/mis_builder/views/mis_report_style.xml +12 -46
  25. odoo_addon_mis_builder-17.0.1.0.0.2.dist-info/METADATA +778 -0
  26. {odoo_addon_mis_builder-16.0.5.1.11.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/RECORD +28 -31
  27. odoo/addons/mis_builder/migrations/16.0.5.0.0/end-migrate.py +0 -10
  28. odoo/addons/mis_builder/migrations/8.0.2.0.0/post-migration.py +0 -29
  29. odoo/addons/mis_builder/migrations/8.0.2.0.0/pre-migration.py +0 -20
  30. odoo/addons/mis_builder/readme/CONTRIBUTORS.rst +0 -27
  31. odoo/addons/mis_builder/readme/DESCRIPTION.rst +0 -5
  32. odoo/addons/mis_builder/readme/DEVELOP.rst +0 -6
  33. odoo/addons/mis_builder/readme/HISTORY.rst +0 -539
  34. odoo/addons/mis_builder/readme/INSTALL.rst +0 -7
  35. odoo/addons/mis_builder/readme/ROADMAP.rst +0 -3
  36. odoo/addons/mis_builder/readme/USAGE.rst +0 -26
  37. odoo_addon_mis_builder-16.0.5.1.11.dist-info/METADATA +0 -733
  38. {odoo_addon_mis_builder-16.0.5.1.11.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/WHEEL +0 -0
  39. {odoo_addon_mis_builder-16.0.5.1.11.dist-info → odoo_addon_mis_builder-17.0.1.0.0.2.dist-info}/top_level.txt +0 -0
@@ -7,7 +7,7 @@ MIS Builder
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  !! This file is generated by oca-gen-addon-readme !!
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  !! changes will be overwritten. !!
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  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- !! source digest: sha256:18f80d6fe48c5e554613cd2901826f60889e33bb4d82fdd4de01609b49f385c2
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+ !! source digest: sha256:f8989a4fefbc9688a39969027c326e5999fc1eff237716e8dbe5d54550584837
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  !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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  .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
@@ -17,22 +17,22 @@ MIS Builder
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  :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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  :alt: License: AGPL-3
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  .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
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- :target: https://github.com/OCA/mis-builder/tree/16.0/mis_builder
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+ :target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder
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  :alt: OCA/mis-builder
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  .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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- :target: https://translation.odoo-community.org/projects/mis-builder-16-0/mis-builder-16-0-mis_builder
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+ :target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder
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  :alt: Translate me on Weblate
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  .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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- :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=16.0
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+ :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
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27
  :alt: Try me on Runboat
28
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29
29
  |badge1| |badge2| |badge3| |badge4| |badge5|
30
30
 
31
- This module allows you to build Management Information Systems dashboards.
32
- Such style of reports presents KPI in rows and time periods in columns.
33
- Reports mainly fetch data from account moves, but can also combine data coming
34
- from arbitrary Odoo models. Reports can be exported to PDF, Excel and they
35
- can be added to Odoo dashboards.
31
+ This module allows you to build Management Information Systems
32
+ dashboards. Such style of reports presents KPI in rows and time periods
33
+ in columns. Reports mainly fetch data from account moves, but can also
34
+ combine data coming from arbitrary Odoo models. Reports can be exported
35
+ to PDF, Excel and they can be added to Odoo dashboards.
36
36
 
37
37
  **Table of contents**
38
38
 
@@ -46,597 +46,640 @@ Your preferred way to install addons will work with MIS Builder.
46
46
 
47
47
  An easy way to install it with all its dependencies is using pip:
48
48
 
49
- * ``pip install --pre odoo12-addon-mis_builder``
50
- * then restart Odoo, update the addons list in your database, and install
51
- the MIS Builder application.
49
+ - ``pip install --pre odoo12-addon-mis_builder``
50
+ - then restart Odoo, update the addons list in your database, and
51
+ install the MIS Builder application.
52
52
 
53
53
  Usage
54
54
  =====
55
55
 
56
56
  To configure this module, you need to:
57
57
 
58
- * Go to Accounting > Configuration > MIS Reporting > MIS Report Templates where
59
- you can create report templates by defining KPI's. KPI's constitute the rows of your
60
- reports. Such report templates are time independent.
58
+ - Go to Accounting > Configuration > MIS Reporting > MIS Report
59
+ Templates where you can create report templates by defining KPI's.
60
+ KPI's constitute the rows of your reports. Such report templates are
61
+ time independent.
61
62
 
62
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
63
- :alt: Sample report template
64
- :width: 80 %
65
- :align: center
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+ |image1|
66
64
 
67
- * Then in Accounting > Reports > MIS Reporting > MIS Reports you can create report instance by
68
- binding the templates to time periods, hence defining the columns of your reports.
65
+ - Then in Accounting > Reports > MIS Reporting > MIS Reports you can
66
+ create report instance by binding the templates to time periods,
67
+ hence defining the columns of your reports.
69
68
 
70
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
71
- :alt: Sample report configuration
72
- :width: 80 %
73
- :align: center
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+ |image2|
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70
 
75
- * From the MIS Reports view, you can preview the report, add it to and Odoo dashboard,
76
- and export it to PDF or Excel.
71
+ - 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.
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73
 
78
- .. figure:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
79
- :alt: Sample preview
80
- :width: 80 %
81
- :align: center
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+ |image3|
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+
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+ .. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
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+ .. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
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+ .. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
82
79
 
83
80
  Development
84
81
  ===========
85
82
 
86
- A typical extension is to provide a mechanism to filter reports on analytic dimensions
87
- or operational units. To implement this, you can override _get_additional_move_line_filter
88
- and _get_additional_filter to further filter move lines or queries based on a user
89
- selection. A typical use case could be to add an analytic account field on mis.report.instance,
90
- or even on mis.report.instance.period if you want different columns to show different
91
- analytic accounts.
83
+ A typical extension is to provide a mechanism to filter reports on
84
+ analytic dimensions or operational units. To implement this, you can
85
+ override \_get_additional_move_line_filter and \_get_additional_filter
86
+ to further filter move lines or queries based on a user selection. A
87
+ typical use case could be to add an analytic account field on
88
+ mis.report.instance, or even on mis.report.instance.period if you want
89
+ different columns to show different analytic accounts.
92
90
 
93
91
  Known issues / Roadmap
94
92
  ======================
95
93
 
96
- The mis_builder `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`_
97
- and `known issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`_ can
98
- be found on GitHub.
94
+ The mis_builder
95
+ `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
96
+ and `known
97
+ issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
98
+ can be found on GitHub.
99
99
 
100
100
  Changelog
101
101
  =========
102
102
 
103
103
  16.0.5.1.9 (2024-02-09)
104
- ~~~~~~~~~~~~~~~~~~~~~~~
104
+ -----------------------
105
105
 
106
106
  **Bugfixes**
107
107
 
108
- - Restore compatibility with python 3.9 (`#590 <https://github.com/OCA/mis-builder/issues/590>`_)
109
-
108
+ - Restore compatibility with python 3.9
109
+ (`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
110
110
 
111
111
  16.0.5.1.8 (2024-02-08)
112
- ~~~~~~~~~~~~~~~~~~~~~~~
112
+ -----------------------
113
113
 
114
114
  **Bugfixes**
115
115
 
116
- - Resolve a permission issue when creating report periods with a user without admin rights. (`#596 <https://github.com/OCA/mis-builder/issues/596>`_)
117
-
116
+ - Resolve a permission issue when creating report periods with a user
117
+ without admin rights.
118
+ (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
118
119
 
119
120
  16.0.5.1.0 (2023-04-04)
120
- ~~~~~~~~~~~~~~~~~~~~~~~
121
+ -----------------------
121
122
 
122
123
  **Features**
123
124
 
124
- - Improve UX by adding the option to edit the pivot date directly on the view.
125
+ - Improve UX by adding the option to edit the pivot date directly on
126
+ the view.
125
127
 
126
128
  16.0.5.0.0 (2023-04-01)
127
- ~~~~~~~~~~~~~~~~~~~~~~~
129
+ -----------------------
128
130
 
129
131
  **Features**
130
132
 
131
- - Migration to 16.0
132
-
133
- - Addition of a generic filter domain on reports and columns.
134
- - Addition of a search bar to the widget. The corresponding search view is configurable
135
- per report.
136
- - Huge improvement of the widget style. This was long overdue.
137
- - Make the MIS Report menu accessible to the Billing Administrator group
138
- (instead of the hidden Show Full Accounting Features), to align with the access rules
139
- and avoid giving a false sense of security. This also makes the menu discoverable to
140
- new users.
141
- - Removal of analytic fetures because the upstream ``analytic_distribution`` mechanism
142
- is not compatible; support may be introduced in separate module, depending on use
143
- cases.
144
- - Abandon the ``mis_report_filters`` context key which had security implication.
145
- It is replaced by a ``mis_analytic_domain`` context key which is ANDed with other
146
- report-defined filters. (`#472 <https://github.com/OCA/mis-builder/issues/472>`_)
147
- - Rename the ``get_filter_descriptions_from_context`` method to
148
- ``get_filter_descriptions``. This method may be overridden to provide additional
149
- subtitles on the PDF or XLS report, representing user-selected filters.
150
- - The ``hide_analytic_filters`` has been replaced by ``widget_show_filters``.
151
- - The visibility of the settings button on the widget is now controlled by a
152
- ``show_settings_button``. Before it was visible only for the ``account_user`` group
153
- but this was not flexible enough.
154
- - The widget configuration settings are now grouped in a dedicated ``Widget`` tab in
155
- the report configuration form.
133
+ - Migration to 16.0
134
+
135
+ - Addition of a generic filter domain on reports and columns.
136
+ - Addition of a search bar to the widget. The corresponding search
137
+ view is configurable per report.
138
+ - Huge improvement of the widget style. This was long overdue.
139
+ - Make the MIS Report menu accessible to the Billing Administrator
140
+ group (instead of the hidden Show Full Accounting Features), to
141
+ align with the access rules and avoid giving a false sense of
142
+ security. This also makes the menu discoverable to new users.
143
+ - Removal of analytic fetures because the upstream
144
+ ``analytic_distribution`` mechanism is not compatible; support may
145
+ be introduced in separate module, depending on use cases.
146
+ - Abandon the ``mis_report_filters`` context key which had security
147
+ implication. It is replaced by a ``mis_analytic_domain`` context
148
+ key which is ANDed with other report-defined filters.
149
+ (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
150
+ - Rename the ``get_filter_descriptions_from_context`` method to
151
+ ``get_filter_descriptions``. This method may be overridden to
152
+ provide additional subtitles on the PDF or XLS report,
153
+ representing user-selected filters.
154
+ - The ``hide_analytic_filters`` has been replaced by
155
+ ``widget_show_filters``.
156
+ - The visibility of the settings button on the widget is now
157
+ controlled by a ``show_settings_button``. Before it was visible
158
+ only for the ``account_user`` group but this was not flexible
159
+ enough.
160
+ - The widget configuration settings are now grouped in a dedicated
161
+ ``Widget`` tab in the report configuration form.
156
162
 
157
163
  **Bugfixes**
158
164
 
159
- - Fix access error when previewing or printing report. (`#415 <https://github.com/OCA/mis-builder/issues/415>`_)
160
-
165
+ - Fix access error when previewing or printing report.
166
+ (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
161
167
 
162
168
  15.0.4.0.5 (2022-07-19)
163
- ~~~~~~~~~~~~~~~~~~~~~~~
169
+ -----------------------
164
170
 
165
171
  **Bugfixes**
166
172
 
167
- - Support users without timezone. (`#388 <https://github.com/OCA/mis-builder/issues/388>`_)
168
-
173
+ - Support users without timezone.
174
+ (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
169
175
 
170
176
  15.0.4.0.4 (2022-07-19)
171
- ~~~~~~~~~~~~~~~~~~~~~~~
177
+ -----------------------
172
178
 
173
179
  **Bugfixes**
174
180
 
175
- - Allow deleting a report that has subreports. (`#431 <https://github.com/OCA/mis-builder/issues/431>`_)
176
-
181
+ - Allow deleting a report that has subreports.
182
+ (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
177
183
 
178
184
  15.0.4.0.2 (2022-02-16)
179
- ~~~~~~~~~~~~~~~~~~~~~~~
185
+ -----------------------
180
186
 
181
187
  **Bugfixes**
182
188
 
183
- - Fix access right issue when clicking the "Save" button on a MIS Report Instance form. (`#410 <https://github.com/OCA/mis-builder/issues/410>`_)
184
-
189
+ - Fix access right issue when clicking the "Save" button on a MIS
190
+ Report Instance form.
191
+ (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
185
192
 
186
193
  14.0.4.0.0 (2022-01-08)
187
- ~~~~~~~~~~~~~~~~~~~~~~~
194
+ -----------------------
188
195
 
189
196
  **Features**
190
197
 
191
- - Remove various field size limits. (`#332 <https://github.com/OCA/mis-builder/issues/332>`_)
192
-
198
+ - Remove various field size limits.
199
+ (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
193
200
 
194
201
  **Bugfixes**
195
202
 
196
- - Support for the Odoo 13+ multi-company model. In multi-company mode, several allowed
197
- companies can be declared on MIS Report instances, and the report operates on the
198
- intersection of report companies and companies selected in the user context. (`#327 <https://github.com/OCA/mis-builder/issues/327>`_)
199
- - The ``get_additional_query_filter`` argument of ``evaluate()`` is now propagated
200
- correctly. (`#375 <https://github.com/OCA/mis-builder/issues/375>`_)
201
- - Use the ``parent_state`` field of ``account.move.line`` to filter entries in ``posted``
202
- and ``draft`` state only. Before, when reporting in draft mode, all entries were used
203
- (i.e. there was no filter), and that started including the cancelled entries/invoices in
204
- Odoo 13.+.
205
-
206
- This change also contains a **breaking change** in the internal API. For quite a while
207
- the ``target_move argument`` of AEP and other methods was not used by MIS Builder itself
208
- and was kept for backward compatibility. To avoid rippling effects of the necessary
209
- change to use ``parent_state``, we now remove this argument. (`#377 <https://github.com/OCA/mis-builder/issues/377>`_)
210
-
203
+ - Support for the Odoo 13+ multi-company model. In multi-company mode,
204
+ several allowed companies can be declared on MIS Report instances,
205
+ and the report operates on the intersection of report companies and
206
+ companies selected in the user context.
207
+ (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
208
+
209
+ - The ``get_additional_query_filter`` argument of ``evaluate()`` is now
210
+ propagated correctly.
211
+ (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
212
+
213
+ - Use the ``parent_state`` field of ``account.move.line`` to filter
214
+ entries in ``posted`` and ``draft`` state only. Before, when
215
+ reporting in draft mode, all entries were used (i.e. there was no
216
+ filter), and that started including the cancelled entries/invoices in
217
+ Odoo 13.+.
218
+
219
+ This change also contains a **breaking change** in the internal API.
220
+ For quite a while the ``target_move argument`` of AEP and other
221
+ methods was not used by MIS Builder itself and was kept for backward
222
+ compatibility. To avoid rippling effects of the necessary change to
223
+ use ``parent_state``, we now remove this argument.
224
+ (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
211
225
 
212
226
  14.0.3.6.7 (2021-06-02)
213
- ~~~~~~~~~~~~~~~~~~~~~~~
227
+ -----------------------
214
228
 
215
229
  **Bugfixes**
216
230
 
217
- - 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.
218
- This happened because the field domain was searching in a NewId context, thus not finding a correct period.
219
- 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>`_)
220
-
231
+ - When on a MIS Report Instance, if you wanted to generate a new line
232
+ of type comparison, you couldn't currently select any existing period
233
+ to compare. This happened because the field domain was searching in a
234
+ NewId context, thus not finding a correct period. Changing the domain
235
+ and making it use a computed field with a search for the \_origin
236
+ record solves the problem.
237
+ (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
221
238
 
222
239
  14.0.3.6.6 (2021-04-23)
223
- ~~~~~~~~~~~~~~~~~~~~~~~
240
+ -----------------------
224
241
 
225
242
  **Bugfixes**
226
243
 
227
- - Fix drilldown action name when the account model has been customized. (`#350 <https://github.com/OCA/mis-builder/issues/350>`_)
228
-
244
+ - Fix drilldown action name when the account model has been customized.
245
+ (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
229
246
 
230
247
  14.0.3.6.5 (2021-04-23)
231
- ~~~~~~~~~~~~~~~~~~~~~~~
248
+ -----------------------
232
249
 
233
250
  **Bugfixes**
234
251
 
235
- - While duplicating a MIS report instance, comparison columns are ignored because
236
- they would raise an error otherwise, as they keep the old source_cmpcol_from_id
237
- and source_cmpcol_to_id from the original record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`_)
238
-
252
+ - While duplicating a MIS report instance, comparison columns are
253
+ ignored because they would raise an error otherwise, as they keep the
254
+ old source_cmpcol_from_id and source_cmpcol_to_id from the original
255
+ record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
239
256
 
240
257
  14.0.3.6.4 (2021-04-06)
241
- ~~~~~~~~~~~~~~~~~~~~~~~
258
+ -----------------------
242
259
 
243
260
  **Features**
244
261
 
245
- - The drilldown action name displayed on the breadcrumb has been revised.
246
- The kpi description and the account ``display_name`` are shown instead
247
- of the kpi's technical definition. (`#304 <https://github.com/OCA/mis-builder/issues/304>`_)
248
- - Add analytic group filters on report instance, periods and in the interactive
249
- view. (`#320 <https://github.com/OCA/mis-builder/issues/320>`_)
250
-
262
+ - The drilldown action name displayed on the breadcrumb has been
263
+ revised. The kpi description and the account ``display_name`` are
264
+ shown instead of the kpi's technical definition.
265
+ (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
266
+ - Add analytic group filters on report instance, periods and in the
267
+ interactive view.
268
+ (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
251
269
 
252
270
  13.0.3.6.3 (2020-08-28)
253
- ~~~~~~~~~~~~~~~~~~~~~~~
271
+ -----------------------
254
272
 
255
273
  **Bugfixes**
256
274
 
257
- - Having a "Compare columns" added on a KPI with an associated style using a
258
- Factor/Divider did lead to the said factor being applied on the percentages
259
- when exporting to XLSX. (`#300 <https://github.com/OCA/mis-builder/issues/300>`_)
260
-
275
+ - Having a "Compare columns" added on a KPI with an associated style
276
+ using a Factor/Divider did lead to the said factor being applied on
277
+ the percentages when exporting to XLSX.
278
+ (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
261
279
 
262
280
  **Misc**
263
281
 
264
- - `#280 <https://github.com/OCA/mis-builder/issues/280>`_, `#296 <https://github.com/OCA/mis-builder/issues/296>`_
265
-
282
+ - `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
283
+ `#296 <https://github.com/OCA/mis-builder/issues/296>`__
266
284
 
267
285
  13.0.3.6.2 (2020-04-22)
268
- ~~~~~~~~~~~~~~~~~~~~~~~
286
+ -----------------------
269
287
 
270
288
  **Bugfixes**
271
289
 
272
- - 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>`_)
273
-
290
+ - The "Settings" button is now displayed for users with the "Show full
291
+ accounting features" right when previewing a report.
292
+ (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
274
293
 
275
294
  13.0.3.6.1 (2020-04-22)
276
- ~~~~~~~~~~~~~~~~~~~~~~~
295
+ -----------------------
277
296
 
278
297
  **Bugfixes**
279
298
 
280
- - Fix ``TypeError: 'module' object is not iterable`` when using
281
- budgets by account. (`#276 <https://github.com/OCA/mis-builder/issues/276>`_)
282
-
299
+ - Fix ``TypeError: 'module' object is not iterable`` when using budgets
300
+ by account.
301
+ (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
283
302
 
284
303
  13.0.3.6.0 (2020-03-28)
285
- ~~~~~~~~~~~~~~~~~~~~~~~
304
+ -----------------------
286
305
 
287
306
  **Features**
288
307
 
289
- - Add column-level filters on analytic account and analytic tags.
290
- These filters are combined with a AND with the report-level filters
291
- and cannot be modified in the preview. (`#138 <https://github.com/OCA/mis-builder/issues/138>`_)
292
- - Access to KPI from other reports in KPI expressions, aka subreports. In a
293
- report template, one can list named "subreports" (other report templates). When
294
- evaluating expressions, you can access KPI's of subreports with a dot-prefix
295
- notation. Example: you can define a MIS Report for a "Balance Sheet", and then
296
- have another MIS Report "Balance Sheet Ratios" that fetches KPI's from "Balance
297
- Sheet" to create new KPI's for the ratios (e.g. balance_sheet.current_assets /
298
- balance_sheet.total_assets). (`#155 <https://github.com/OCA/mis-builder/issues/155>`_)
299
-
308
+ - Add column-level filters on analytic account and analytic tags. These
309
+ filters are combined with a AND with the report-level filters and
310
+ cannot be modified in the preview.
311
+ (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
312
+ - Access to KPI from other reports in KPI expressions, aka subreports.
313
+ In a report template, one can list named "subreports" (other report
314
+ templates). When evaluating expressions, you can access KPI's of
315
+ subreports with a dot-prefix notation. Example: you can define a MIS
316
+ Report for a "Balance Sheet", and then have another MIS Report
317
+ "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
318
+ create new KPI's for the ratios (e.g. balance_sheet.current_assets /
319
+ balance_sheet.total_assets).
320
+ (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
300
321
 
301
322
  13.0.3.5.0 (2020-01-??)
302
- ~~~~~~~~~~~~~~~~~~~~~~~
323
+ -----------------------
303
324
 
304
325
  Migration to odoo 13.0.
305
326
 
306
327
  12.0.3.5.0 (2019-10-26)
307
- ~~~~~~~~~~~~~~~~~~~~~~~
328
+ -----------------------
308
329
 
309
330
  **Features**
310
331
 
311
- - The ``account_id`` field of the model selected in 'Move lines source'
312
- in the Period form can now be a Many2one
313
- relationship with any model that has a ``code`` field (not only with
314
- ``account.account`` model). To this end, the model to be used for Actuals
315
- move lines can be configured on the report template. It can be something else
316
- than move lines and the only constraint is that its ``account_id`` field
317
- has a ``code`` field. (`#149 <https://github.com/oca/mis-builder/issues/149>`_)
318
- - Add ``source_aml_model_name`` field so extension modules providing
319
- alternative data sources can more easily customize their data source. (`#214 <https://github.com/oca/mis-builder/issues/214>`_)
320
- - Support analytic tag filters in the backend view and preview widget.
321
- Selecting several tags in the filter means filtering on move lines which
322
- have *all* these tags set. This is to support the most common use case of
323
- using tags for different dimensions. The filter also makes a AND with the
324
- analytic account filter. (`#228 <https://github.com/oca/mis-builder/issues/228>`_)
325
- - Display company in account details rows in multi-company mode. (`#242 <https://github.com/oca/mis-builder/issues/242>`_)
326
-
332
+ - The ``account_id`` field of the model selected in 'Move lines source'
333
+ in the Period form can now be a Many2one relationship with any model
334
+ that has a ``code`` field (not only with ``account.account`` model).
335
+ To this end, the model to be used for Actuals move lines can be
336
+ configured on the report template. It can be something else than move
337
+ lines and the only constraint is that its ``account_id`` field has a
338
+ ``code`` field.
339
+ (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
340
+ - Add ``source_aml_model_name`` field so extension modules providing
341
+ alternative data sources can more easily customize their data source.
342
+ (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
343
+ - Support analytic tag filters in the backend view and preview widget.
344
+ Selecting several tags in the filter means filtering on move lines
345
+ which have *all* these tags set. This is to support the most common
346
+ use case of using tags for different dimensions. The filter also
347
+ makes a AND with the analytic account filter.
348
+ (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
349
+ - Display company in account details rows in multi-company mode.
350
+ (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
327
351
 
328
352
  **Bugfixes**
329
353
 
330
- - Propagate context to xlsx report, so the analytic account filter
331
- works when exporting to xslx too. This also requires a fix to
332
- ``report_xlsx`` (see https://github.com/OCA/reporting-engine/pull/259). (`#178 <https://github.com/oca/mis-builder/issues/178>`_)
333
- - In columns of type Sum, preserve styles for KPIs that are not summable
334
- (eg percentage values). Before this fix, such cells were displayed without
335
- style. (`#219 <https://github.com/oca/mis-builder/issues/219>`_)
336
- - In Excel export, keep the percentage point suffix (pp) instead of replacing it with %. (`#220 <https://github.com/oca/mis-builder/issues/220>`_)
337
-
354
+ - Propagate context to xlsx report, so the analytic account filter
355
+ works when exporting to xslx too. This also requires a fix to
356
+ ``report_xlsx`` (see
357
+ https://github.com/OCA/reporting-engine/pull/259).
358
+ (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
359
+ - In columns of type Sum, preserve styles for KPIs that are not
360
+ summable (eg percentage values). Before this fix, such cells were
361
+ displayed without style.
362
+ (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
363
+ - In Excel export, keep the percentage point suffix (pp) instead of
364
+ replacing it with %.
365
+ (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
338
366
 
339
367
  12.0.3.4.0 (2019-07-09)
340
- ~~~~~~~~~~~~~~~~~~~~~~~
368
+ -----------------------
341
369
 
342
370
  **Features**
343
371
 
344
- - New year-to-date mode for defining periods. (`#165 <https://github.com/oca/mis-builder/issues/165>`_)
345
- - Add support for move lines with negative debit or credit.
346
- Used by some for storno accounting. Not officially supported. (`#175 <https://github.com/oca/mis-builder/issues/175>`_)
347
- - In Excel export, use a number format with thousands separator. The
348
- specific separator used depends on the Excel configuration (eg regional
349
- settings). (`#190 <https://github.com/oca/mis-builder/issues/190>`_)
350
- - Add generation date/time at the end of the XLS export. (`#191 <https://github.com/oca/mis-builder/issues/191>`_)
351
- - In presence of Sub KPIs, report more informative user errors when
352
- non-multi expressions yield tuples of incorrect lenght. (`#196 <https://github.com/oca/mis-builder/issues/196>`_)
353
-
372
+ - New year-to-date mode for defining periods.
373
+ (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
374
+ - Add support for move lines with negative debit or credit. Used by
375
+ some for storno accounting. Not officially supported.
376
+ (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
377
+ - In Excel export, use a number format with thousands separator. The
378
+ specific separator used depends on the Excel configuration (eg
379
+ regional settings).
380
+ (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
381
+ - Add generation date/time at the end of the XLS export.
382
+ (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
383
+ - In presence of Sub KPIs, report more informative user errors when
384
+ non-multi expressions yield tuples of incorrect lenght.
385
+ (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
354
386
 
355
387
  **Bugfixes**
356
388
 
357
- - Fix rendering of percentage types in Excel export. (`#192 <https://github.com/oca/mis-builder/issues/192>`_)
358
-
389
+ - Fix rendering of percentage types in Excel export.
390
+ (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
359
391
 
360
392
  12.0.3.3.0 (2019-01-26)
361
- ~~~~~~~~~~~~~~~~~~~~~~~
393
+ -----------------------
362
394
 
363
395
  **Features**
364
396
 
365
397
  *Dynamic analytic filters in report preview are not yet available in 11,
366
- this requires an update to the JS widget that proved difficult to implement
367
- so far. Help welcome.*
368
-
369
- - Analytic account filters. On a report, an analytic
370
- account can be selected for filtering. The filter will
371
- be applied to move lines queries. A filter box is also
372
- available in the widget to let the user select the analytic
373
- account during report preview. (`#15 <https://github.com/oca/mis-builder/issues/15>`_)
374
- - Control visibility of analytic filter combo box in widget.
375
- This is useful to hide the analytic filters on reports where
376
- they do not make sense, such as balance sheet reports. (`#42 <https://github.com/oca/mis-builder/issues/42>`_)
377
- - Display analytic filters in the header of exported pdf and xls. (`#44 <https://github.com/oca/mis-builder/issues/44>`_)
378
- - Replace the last old gtk icons with fontawesome icons. (`#104 <https://github.com/oca/mis-builder/issues/104>`_)
379
- - Use active_test=False in AEP queries.
380
- This is important for reports involving inactive taxes.
381
- This should not negatively effect existing reports, because
382
- an accounting report must take into account all existing move lines
383
- even if they reference objects such as taxes, journals, accounts types
384
- that have been deactivated since their creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`_)
385
- - int(), float() and round() support for AccountingNone. (`#108 <https://github.com/oca/mis-builder/issues/108>`_)
386
- - Allow referencing subkpis by name by writing `kpi_x.subkpi_y` in expressions. (`#114 <https://github.com/oca/mis-builder/issues/114>`_)
387
- - Add an option to control the display of the start/end dates in the
388
- column headers. It is disabled by default (this is a change compared
389
- to previous behaviour). (`#118 <https://github.com/oca/mis-builder/issues/118>`_)
390
- - Add evaluate method to mis.report. This is a simplified
391
- method to evaluate kpis of a report over a time period,
392
- without creating a mis.report.instance. (`#123 <https://github.com/oca/mis-builder/issues/123>`_)
398
+ this requires an update to the JS widget that proved difficult to
399
+ implement so far. Help welcome.*
400
+
401
+ - Analytic account filters. On a report, an analytic account can be
402
+ selected for filtering. The filter will be applied to move lines
403
+ queries. A filter box is also available in the widget to let the user
404
+ select the analytic account during report preview.
405
+ (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
406
+ - Control visibility of analytic filter combo box in widget. This is
407
+ useful to hide the analytic filters on reports where they do not make
408
+ sense, such as balance sheet reports.
409
+ (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
410
+ - Display analytic filters in the header of exported pdf and xls.
411
+ (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
412
+ - Replace the last old gtk icons with fontawesome icons.
413
+ (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
414
+ - Use active_test=False in AEP queries. This is important for reports
415
+ involving inactive taxes. This should not negatively effect existing
416
+ reports, because an accounting report must take into account all
417
+ existing move lines even if they reference objects such as taxes,
418
+ journals, accounts types that have been deactivated since their
419
+ creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
420
+ - int(), float() and round() support for AccountingNone.
421
+ (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
422
+ - Allow referencing subkpis by name by writing kpi_x.subkpi_y in
423
+ expressions.
424
+ (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
425
+ - Add an option to control the display of the start/end dates in the
426
+ column headers. It is disabled by default (this is a change compared
427
+ to previous behaviour).
428
+ (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
429
+ - Add evaluate method to mis.report. This is a simplified method to
430
+ evaluate kpis of a report over a time period, without creating a
431
+ mis.report.instance.
432
+ (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
393
433
 
394
434
  **Bugs**
395
435
 
396
- - In the style form, hide the "Hide always" checkbox when "Hide always inherit"
397
- is checked, as for all other syle elements. (`#121 <https://github.com/OCA/mis-builder/pull/121>_`)
436
+ - In the style form, hide the "Hide always" checkbox when "Hide always
437
+ inherit" is checked, as for all other syle elements.
438
+ (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
398
439
 
399
440
  **Upgrading from 3.2 (breaking changes)**
400
441
 
401
- If you use ``Actuals (alternative)`` data source in combination with analytic
402
- filters, the underlying model must now have an ``analytic_account_id`` field.
403
-
442
+ If you use ``Actuals (alternative)`` data source in combination with
443
+ analytic filters, the underlying model must now have an
444
+ ``analytic_account_id`` field.
404
445
 
405
446
  11.0.3.2.2 (2018-06-30)
406
- ~~~~~~~~~~~~~~~~~~~~~~~
447
+ -----------------------
407
448
 
408
- * [FIX] Fix bug in company_default_get call returning
409
- id instead of recordset
410
- (`#103 <https://github.com/OCA/mis-builder/pull/103>`_)
411
- * [IMP] add "hide always" style property to make hidden KPI's
412
- (for KPI that serve as basis for other formulas, but do not
413
- need to be displayed).
414
- (`#46 <https://github.com/OCA/mis-builder/issues/46>`_)
449
+ - [FIX] Fix bug in company_default_get call returning id instead of
450
+ recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
451
+ - [IMP] add "hide always" style property to make hidden KPI's (for KPI
452
+ that serve as basis for other formulas, but do not need to be
453
+ displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
415
454
 
416
455
  11.0.3.2.1 (2018-05-29)
417
- ~~~~~~~~~~~~~~~~~~~~~~~
456
+ -----------------------
418
457
 
419
- * [FIX] Missing comparison operator for AccountingNone
420
- leading to errors in pbal computations
421
- (`#93 <https://github.com/OCA/mis-builder/issue/93>`_)
458
+ - [FIX] Missing comparison operator for AccountingNone leading to
459
+ errors in pbal computations
460
+ (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
422
461
 
423
462
  10.0.3.2.0 (2018-05-02)
424
- ~~~~~~~~~~~~~~~~~~~~~~~
425
-
426
- * [FIX] make subkpi ordering deterministic
427
- (`#71 <https://github.com/OCA/mis-builder/issues/71>`_)
428
- * [ADD] report instance level option to disable account expansion,
429
- enabling the creation of detailed templates while deferring the decision
430
- of rendering the details or not to the report instance
431
- (`#74 <https://github.com/OCA/mis-builder/issues/74>`_)
432
- * [ADD] pbal and nbal accounting expressions, to sum positive
433
- and negative balances respectively (ie ignoring accounts with negative,
434
- resp positive balances)
435
- (`#86 <https://github.com/OCA/mis-builder/issues/86>`_)
463
+ -----------------------
464
+
465
+ - [FIX] make subkpi ordering deterministic
466
+ (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
467
+ - [ADD] report instance level option to disable account expansion,
468
+ enabling the creation of detailed templates while deferring the
469
+ decision of rendering the details or not to the report instance
470
+ (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
471
+ - [ADD] pbal and nbal accounting expressions, to sum positive and
472
+ negative balances respectively (ie ignoring accounts with negative,
473
+ resp positive balances)
474
+ (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
436
475
 
437
476
  11.0.3.1.2 (2018-02-04)
438
- ~~~~~~~~~~~~~~~~~~~~~~~
477
+ -----------------------
439
478
 
440
479
  Migration to Odoo 11. No new feature.
441
- (`#67 <https://github.com/OCA/mis-builder/pull/67>`_)
480
+ (`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
442
481
 
443
482
  10.0.3.1.1 (2017-11-14)
444
- ~~~~~~~~~~~~~~~~~~~~~~~
483
+ -----------------------
445
484
 
446
485
  New features:
447
486
 
448
- * [ADD] month and year relative periods, easier to use than
449
- date ranges for the most common case.
450
- (`#2 <https://github.com/OCA/mis-builder/issues/2>`_)
451
- * [ADD] multi-company consolidation support, with currency conversion
452
- (the conversion rate date is the end of the reporting period)
453
- (`#7 <https://github.com/OCA/mis-builder/issues/7>`_,
454
- `#3 <https://github.com/OCA/mis-builder/issues/3>`_)
455
- * [ADD] provide ref, datetime, dateutil, time, user in the evaluation
456
- context of move line domains; among other things, this allows using
457
- references to xml ids (such as account types or tax tags) when
458
- querying move lines
459
- (`#26 <https://github.com/OCA/mis-builder/issues/26>`_).
460
- * [ADD] extended account selectors: you can now select accounts using
461
- any domain on account.account, not only account codes
462
- ``balp[('account_type', '=', 'asset_receivable')]``
463
- (`#4 <https://github.com/OCA/mis-builder/issues/4>`_).
464
- * [IMP] in the report instance configuration form, the filters are
465
- now grouped in a notebook page, this improves readability and
466
- extensibility
467
- (`#39 <https://github.com/OCA/mis-builder/issues/39>`_).
487
+ - [ADD] month and year relative periods, easier to use than date ranges
488
+ for the most common case.
489
+ (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
490
+ - [ADD] multi-company consolidation support, with currency conversion
491
+ (the conversion rate date is the end of the reporting period)
492
+ (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
493
+ `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
494
+ - [ADD] provide ref, datetime, dateutil, time, user in the evaluation
495
+ context of move line domains; among other things, this allows using
496
+ references to xml ids (such as account types or tax tags) when
497
+ querying move lines
498
+ (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
499
+ - [ADD] extended account selectors: you can now select accounts using
500
+ any domain on account.account, not only account codes
501
+ ``balp[('account_type', '=', 'asset_receivable')]``
502
+ (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
503
+ - [IMP] in the report instance configuration form, the filters are now
504
+ grouped in a notebook page, this improves readability and
505
+ extensibility
506
+ (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
468
507
 
469
508
  Bug fixes:
470
509
 
471
- * [FIX] fix error when saving periods in comparison mode on newly
472
- created (not yet saved) report instances.
473
- `#50 <https://github.com/OCA/mis-builder/pull/50>`_
474
- * [FIX] improve display of Base Date report instance view.
475
- `#51 <https://github.com/OCA/mis-builder/pull/51>`_
510
+ - [FIX] fix error when saving periods in comparison mode on newly
511
+ created (not yet saved) report instances.
512
+ `#50 <https://github.com/OCA/mis-builder/pull/50>`__
513
+ - [FIX] improve display of Base Date report instance view.
514
+ `#51 <https://github.com/OCA/mis-builder/pull/51>`__
476
515
 
477
516
  Upgrading from 3.0 (breaking changes):
478
517
 
479
- * Alternative move line data sources must have a company_id field.
518
+ - Alternative move line data sources must have a company_id field.
480
519
 
481
520
  10.0.3.0.4 (2017-10-14)
482
- ~~~~~~~~~~~~~~~~~~~~~~~
521
+ -----------------------
483
522
 
484
523
  Bug fix:
485
524
 
486
- * [FIX] issue with initial balance rounding.
487
- `#30 <https://github.com/OCA/mis-builder/issues/30>`_
525
+ - [FIX] issue with initial balance rounding.
526
+ `#30 <https://github.com/OCA/mis-builder/issues/30>`__
488
527
 
489
528
  10.0.3.0.3 (2017-10-03)
490
- ~~~~~~~~~~~~~~~~~~~~~~~
529
+ -----------------------
491
530
 
492
531
  Bug fix:
493
532
 
494
- * [FIX] fix error saving KPI on newly created reports.
495
- `#18 <https://github.com/OCA/mis-builder/issues/18>`_
533
+ - [FIX] fix error saving KPI on newly created reports.
534
+ `#18 <https://github.com/OCA/mis-builder/issues/18>`__
496
535
 
497
536
  10.0.3.0.2 (2017-10-01)
498
- ~~~~~~~~~~~~~~~~~~~~~~~
537
+ -----------------------
499
538
 
500
539
  New features:
501
540
 
502
- * [ADD] Alternative move line source per report column.
503
- This makes mis buidler accounting expressions work on any model
504
- that has debit, credit, account_id and date fields. Provided you can
505
- expose, say, committed purchases, or your budget as a view with
506
- debit, credit and account_id, this opens up a lot of possibilities
507
- * [ADD] Comparison column source (more flexible than the previous,
508
- now deprecated, comparison mechanism).
509
- CAVEAT: there is no automated migration to the new mechanism.
510
- * [ADD] Sum column source, to create columns that add/subtract
511
- other columns.
512
- * [ADD] mis.kpi.data abstract model as a basis for manual KPI values
513
- supporting automatic ajustment to the reporting time period (the basis
514
- for budget item, but could also server other purposes, such as manually
515
- entering some KPI values, such as number of employee)
516
- * [ADD] mis_builder_budget module providing a new budget data source
517
- * [ADD] new "hide empty" style property
518
- * [IMP] new AEP method to get accounts involved in an expression
519
- (this is useful to find which KPI relate to a given P&L
520
- acount, to implement budget control)
521
- * [IMP] many UI improvements
522
- * [IMP] many code style improvements and some refactoring
523
- * [IMP] add the column date_from, date_to in expression evaluation context,
524
- as well as time, datetime and dateutil modules
541
+ - [ADD] Alternative move line source per report column. This makes mis
542
+ buidler accounting expressions work on any model that has debit,
543
+ credit, account_id and date fields. Provided you can expose, say,
544
+ committed purchases, or your budget as a view with debit, credit and
545
+ account_id, this opens up a lot of possibilities
546
+ - [ADD] Comparison column source (more flexible than the previous, now
547
+ deprecated, comparison mechanism). CAVEAT: there is no automated
548
+ migration to the new mechanism.
549
+ - [ADD] Sum column source, to create columns that add/subtract other
550
+ columns.
551
+ - [ADD] mis.kpi.data abstract model as a basis for manual KPI values
552
+ supporting automatic ajustment to the reporting time period (the
553
+ basis for budget item, but could also server other purposes, such as
554
+ manually entering some KPI values, such as number of employee)
555
+ - [ADD] mis_builder_budget module providing a new budget data source
556
+ - [ADD] new "hide empty" style property
557
+ - [IMP] new AEP method to get accounts involved in an expression (this
558
+ is useful to find which KPI relate to a given P&L acount, to
559
+ implement budget control)
560
+ - [IMP] many UI improvements
561
+ - [IMP] many code style improvements and some refactoring
562
+ - [IMP] add the column date_from, date_to in expression evaluation
563
+ context, as well as time, datetime and dateutil modules
525
564
 
526
565
  Main bug fixes:
527
566
 
528
- * [FIX] deletion of templates and reports (cascade and retricts)
529
- (https://github.com/OCA/account-financial-reporting/issues/281)
530
- * [FIX] copy of reports
531
- (https://github.com/OCA/account-financial-reporting/issues/282)
532
- * [FIX] better error message when periods have wrong/missing dates
533
- (https://github.com/OCA/account-financial-reporting/issues/283)
534
- * [FIX] xlsx export of string types KPI
535
- (https://github.com/OCA/account-financial-reporting/issues/285)
536
- * [FIX] sorting of detail by account
537
- * [FIX] computation bug in detail by account when multiple accounting
538
- expressions were used in a KPI
539
- * [FIX] permission issue when adding report to dashboard with non admin user
567
+ - [FIX] deletion of templates and reports (cascade and retricts)
568
+ (https://github.com/OCA/account-financial-reporting/issues/281)
569
+ - [FIX] copy of reports
570
+ (https://github.com/OCA/account-financial-reporting/issues/282)
571
+ - [FIX] better error message when periods have wrong/missing dates
572
+ (https://github.com/OCA/account-financial-reporting/issues/283)
573
+ - [FIX] xlsx export of string types KPI
574
+ (https://github.com/OCA/account-financial-reporting/issues/285)
575
+ - [FIX] sorting of detail by account
576
+ - [FIX] computation bug in detail by account when multiple accounting
577
+ expressions were used in a KPI
578
+ - [FIX] permission issue when adding report to dashboard with non admin
579
+ user
540
580
 
541
581
  10.0.2.0.3 (unreleased)
542
- ~~~~~~~~~~~~~~~~~~~~~~~
582
+ -----------------------
543
583
 
544
- * [IMP] more robust behaviour in presence of missing expressions
545
- * [FIX] indent style
546
- * [FIX] local variable 'ctx' referenced before assignment when generating
547
- reports with no objects
548
- * [IMP] use fontawesome icons
549
- * [MIG] migrate to 10.0
550
- * [FIX] unicode error when exporting to Excel
551
- * [IMP] provide full access to mis builder style for group Adviser.
584
+ - [IMP] more robust behaviour in presence of missing expressions
585
+ - [FIX] indent style
586
+ - [FIX] local variable 'ctx' referenced before assignment when
587
+ generating reports with no objects
588
+ - [IMP] use fontawesome icons
589
+ - [MIG] migrate to 10.0
590
+ - [FIX] unicode error when exporting to Excel
591
+ - [IMP] provide full access to mis builder style for group Adviser.
552
592
 
553
593
  9.0.2.0.2 (2016-09-27)
554
- ~~~~~~~~~~~~~~~~~~~~~~
594
+ ----------------------
555
595
 
556
- * [IMP] Add refresh button in mis report preview.
557
- * [IMP] Widget code changes to allow to add fields in the widget more easily.
596
+ - [IMP] Add refresh button in mis report preview.
597
+ - [IMP] Widget code changes to allow to add fields in the widget more
598
+ easily.
558
599
 
559
600
  9.0.2.0.1 (2016-05-26)
560
- ~~~~~~~~~~~~~~~~~~~~~~
601
+ ----------------------
561
602
 
562
- * [IMP] remove unused argument in declare_and_compute_period()
563
- for a cleaner API. This is a breaking API changing merged in
564
- urgency before it is used by other modules.
603
+ - [IMP] remove unused argument in declare_and_compute_period() for a
604
+ cleaner API. This is a breaking API changing merged in urgency before
605
+ it is used by other modules.
565
606
 
566
607
  9.0.2.0.0 (2016-05-24)
567
- ~~~~~~~~~~~~~~~~~~~~~~
608
+ ----------------------
568
609
 
569
610
  Part of the work for this release has been done at the Sorrento sprint
570
611
  April 26-29, 2016. The rest (ie a major refactoring) has been done in
571
612
  the weeks after.
572
613
 
573
- * [IMP] hide button box in edit mode on the report instance settings form
574
- * [FIX] Fix sum aggregation of non-stored fields
575
- (https://github.com/OCA/account-financial-reporting/issues/178)
576
- * [IMP] There is now a default style at the report level
577
- * [CHG] Number display properties (rounding, prefix, suffix, factor) are
578
- now defined in styles
579
- * [CHG] Percentage difference are rounded to 1 digit instead of the kpi's
580
- rounding, as the KPI rounding does not make sense in this case
581
- * [CHG] The divider suffix (k, M, etc) is not inserted automatically anymore
582
- because it is inconsistent when working with prefixes; you need to add it
583
- manually in the suffix
584
- * [IMP] AccountingExpressionProcessor now supports 'balu' expressions
585
- to obtain the unallocated profit/loss of previous fiscal years;
586
- get_unallocated_pl is the corresponding convenience method
587
- * [IMP] AccountingExpressionProcessor now has easy methods to obtain
588
- balances by account: get_balances_initial, get_balances_end,
589
- get_balances_variation
590
- * [IMP] there is now an auto-expand feature to automatically display
591
- a detail by account for selected kpis
592
- * [IMP] the kpi and period lists are now manipulated through forms instead
593
- of directly in the tree views
594
- * [IMP] it is now possible to create a report through a wizard, such
595
- reports are deemed temporary and available through a "Last Reports Generated"
596
- menu, they are garbaged collected automatically, unless saved permanently,
597
- which can be done using a Save button
598
- * [IMP] there is now a beginner mode to configure simple reports with
599
- only one period
600
- * [IMP] it is now easier to configure periods with fixed start/end dates
601
- * [IMP] the new sub-kpi mechanism allows the creation of columns
602
- with multiple values, or columns with different values
603
- * [IMP] thanks to the new style model, the Excel export is now styled
604
- * [IMP] a new style model is now used to centralize style configuration
605
- * [FIX] use =like instead of like to search for accounts, because
606
- the % are added by the user in the expressions
607
- * [FIX] Correctly compute the initial balance of income and expense account
608
- based on the start of the fiscal year
609
- * [IMP] Support date ranges (from OCA/server-tools/date_range) as a more
610
- flexible alternative to fiscal periods
611
- * v9 migration: fiscal periods are removed, account charts are removed,
612
- consolidation accounts have been removed
614
+ - [IMP] hide button box in edit mode on the report instance settings
615
+ form
616
+ - [FIX] Fix sum aggregation of non-stored fields
617
+ (https://github.com/OCA/account-financial-reporting/issues/178)
618
+ - [IMP] There is now a default style at the report level
619
+ - [CHG] Number display properties (rounding, prefix, suffix, factor)
620
+ are now defined in styles
621
+ - [CHG] Percentage difference are rounded to 1 digit instead of the
622
+ kpi's rounding, as the KPI rounding does not make sense in this case
623
+ - [CHG] The divider suffix (k, M, etc) is not inserted automatically
624
+ anymore because it is inconsistent when working with prefixes; you
625
+ need to add it manually in the suffix
626
+ - [IMP] AccountingExpressionProcessor now supports 'balu' expressions
627
+ to obtain the unallocated profit/loss of previous fiscal years;
628
+ get_unallocated_pl is the corresponding convenience method
629
+ - [IMP] AccountingExpressionProcessor now has easy methods to obtain
630
+ balances by account: get_balances_initial, get_balances_end,
631
+ get_balances_variation
632
+ - [IMP] there is now an auto-expand feature to automatically display a
633
+ detail by account for selected kpis
634
+ - [IMP] the kpi and period lists are now manipulated through forms
635
+ instead of directly in the tree views
636
+ - [IMP] it is now possible to create a report through a wizard, such
637
+ reports are deemed temporary and available through a "Last Reports
638
+ Generated" menu, they are garbaged collected automatically, unless
639
+ saved permanently, which can be done using a Save button
640
+ - [IMP] there is now a beginner mode to configure simple reports with
641
+ only one period
642
+ - [IMP] it is now easier to configure periods with fixed start/end
643
+ dates
644
+ - [IMP] the new sub-kpi mechanism allows the creation of columns with
645
+ multiple values, or columns with different values
646
+ - [IMP] thanks to the new style model, the Excel export is now styled
647
+ - [IMP] a new style model is now used to centralize style configuration
648
+ - [FIX] use =like instead of like to search for accounts, because the %
649
+ are added by the user in the expressions
650
+ - [FIX] Correctly compute the initial balance of income and expense
651
+ account based on the start of the fiscal year
652
+ - [IMP] Support date ranges (from OCA/server-tools/date_range) as a
653
+ more flexible alternative to fiscal periods
654
+ - v9 migration: fiscal periods are removed, account charts are removed,
655
+ consolidation accounts have been removed
613
656
 
614
657
  8.0.1.0.0 (2016-04-27)
615
- ~~~~~~~~~~~~~~~~~~~~~~
616
-
617
- * The copy of a MIS Report Instance now copies period.
618
- https://github.com/OCA/account-financial-reporting/pull/181
619
- * The copy of a MIS Report Template now copies KPIs and queries.
620
- https://github.com/OCA/account-financial-reporting/pull/177
621
- * Usability: the default view for MIS Report instances is now the rendered preview,
622
- and the settings are accessible through a gear icon in the list view and
623
- a button in the preview.
624
- https://github.com/OCA/account-financial-reporting/pull/170
625
- * Display blank cells instead of 0.0 when there is no data.
626
- https://github.com/OCA/account-financial-reporting/pull/169
627
- * Usability: better layout of the MIS Report periods settings on small screens.
628
- https://github.com/OCA/account-financial-reporting/pull/167
629
- * Include the download buttons inside the MIS Builder widget, and refactor
630
- the widget to open the door to analytic filtering in the previews.
631
- https://github.com/OCA/account-financial-reporting/pull/151
632
- * Add KPI rendering prefixes (so you can print $ in front of the value).
633
- https://github.com/OCA/account-financial-reporting/pull/158
634
- * Add hooks for analytic filtering.
635
- https://github.com/OCA/account-financial-reporting/pull/128
636
- https://github.com/OCA/account-financial-reporting/pull/131
658
+ ----------------------
659
+
660
+ - The copy of a MIS Report Instance now copies period.
661
+ https://github.com/OCA/account-financial-reporting/pull/181
662
+ - The copy of a MIS Report Template now copies KPIs and queries.
663
+ https://github.com/OCA/account-financial-reporting/pull/177
664
+ - Usability: the default view for MIS Report instances is now the
665
+ rendered preview, and the settings are accessible through a gear icon
666
+ in the list view and a button in the preview.
667
+ https://github.com/OCA/account-financial-reporting/pull/170
668
+ - Display blank cells instead of 0.0 when there is no data.
669
+ https://github.com/OCA/account-financial-reporting/pull/169
670
+ - Usability: better layout of the MIS Report periods settings on small
671
+ screens. https://github.com/OCA/account-financial-reporting/pull/167
672
+ - Include the download buttons inside the MIS Builder widget, and
673
+ refactor the widget to open the door to analytic filtering in the
674
+ previews. https://github.com/OCA/account-financial-reporting/pull/151
675
+ - Add KPI rendering prefixes (so you can print $ in front of the
676
+ value). https://github.com/OCA/account-financial-reporting/pull/158
677
+ - Add hooks for analytic filtering.
678
+ https://github.com/OCA/account-financial-reporting/pull/128
679
+ https://github.com/OCA/account-financial-reporting/pull/131
637
680
 
638
681
  8.0.0.2.0
639
- ~~~~~~~~~
682
+ ---------
640
683
 
641
684
  Pre-history. Or rather, you need to look at the git log.
642
685
 
@@ -646,7 +689,7 @@ Bug Tracker
646
689
  Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
647
690
  In case of trouble, please check there if your issue has already been reported.
648
691
  If you spotted it first, help us to smash it by providing a detailed and welcomed
649
- `feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
692
+ `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**>`_.
650
693
 
651
694
  Do not contact contributors directly about support or help with technical issues.
652
695
 
@@ -654,43 +697,45 @@ Credits
654
697
  =======
655
698
 
656
699
  Authors
657
- ~~~~~~~
700
+ -------
658
701
 
659
702
  * ACSONE SA/NV
660
703
 
661
704
  Contributors
662
- ~~~~~~~~~~~~
663
-
664
- * Stéphane Bidoul <stephane.bidoul@acsone.eu>
665
- * Laetitia Gangloff <laetitia.gangloff@acsone.eu>
666
- * Adrien Peiffer <adrien.peiffer@acsone.eu>
667
- * Alexis de Lattre <alexis.delattre@akretion.com>
668
- * Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
669
- * Jordi Ballester <jordi.ballester@eficent.com>
670
- * Thomas Binsfeld <thomas.binsfeld@gmail.com>
671
- * Giovanni Capalbo <giovanni@therp.nl>
672
- * Marco Calcagni <mcalcagni@dinamicheaziendali.it>
673
- * Sébastien Beau <sebastien.beau@akretion.com>
674
- * Laurent Mignon <laurent.mignon@acsone.eu>
675
- * Luc De Meyer <luc.demeyer@noviat.com>
676
- * Benjamin Willig <benjamin.willig@acsone.eu>
677
- * Martronic SA <info@martronic.ch>
678
- * nicomacr <nmr@adhoc.com.ar>
679
- * Juan Jose Scarafia <jjs@adhoc.com.ar>
680
- * Richard deMeester <richard@willowit.com.au>
681
- * Eric Caudal <eric.caudal@elico-corp.com>
682
- * Andrea Stirpe <a.stirpe@onestein.nl>
683
- * Maxence Groine <mgroine@fiefmanage.ch>
684
- * Arnaud Pineux <arnaud.pineux@acsone.eu>
685
- * Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
686
- * Pedro M. Baeza <pedro.baeza@tecnativa.com>
687
- * Alexey Pelykh <alexey.pelykh@corphub.eu>
688
- * Jairo Llopis (https://www.moduon.team/)
689
- * Dzung Tran <dungtd@trobz.com>
690
- * Hoang Diep <hoang@trobz.com>
705
+ ------------
706
+
707
+ - Stéphane Bidoul <stephane.bidoul@acsone.eu>
708
+ - Laetitia Gangloff <laetitia.gangloff@acsone.eu>
709
+ - Adrien Peiffer <adrien.peiffer@acsone.eu>
710
+ - Alexis de Lattre <alexis.delattre@akretion.com>
711
+ - Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
712
+ - Jordi Ballester <jordi.ballester@eficent.com>
713
+ - Thomas Binsfeld <thomas.binsfeld@gmail.com>
714
+ - Giovanni Capalbo <giovanni@therp.nl>
715
+ - Marco Calcagni <mcalcagni@dinamicheaziendali.it>
716
+ - Sébastien Beau <sebastien.beau@akretion.com>
717
+ - Laurent Mignon <laurent.mignon@acsone.eu>
718
+ - Luc De Meyer <luc.demeyer@noviat.com>
719
+ - Benjamin Willig <benjamin.willig@acsone.eu>
720
+ - Martronic SA <info@martronic.ch>
721
+ - nicomacr <nmr@adhoc.com.ar>
722
+ - Juan Jose Scarafia <jjs@adhoc.com.ar>
723
+ - Richard deMeester <richard@willowit.com.au>
724
+ - Eric Caudal <eric.caudal@elico-corp.com>
725
+ - Andrea Stirpe <a.stirpe@onestein.nl>
726
+ - Maxence Groine <mgroine@fiefmanage.ch>
727
+ - Arnaud Pineux <arnaud.pineux@acsone.eu>
728
+ - Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
729
+ - Pedro M. Baeza <pedro.baeza@tecnativa.com>
730
+ - Alexey Pelykh <alexey.pelykh@corphub.eu>
731
+ - Jairo Llopis (https://www.moduon.team/)
732
+ - Dzung Tran <dungtd@trobz.com>
733
+ - Hoang Diep <hoang@trobz.com>
734
+ - Miquel Pascual <mpascual@apsl.net>
735
+ - Antoni Marroig <amarroig@apsl.net>
691
736
 
692
737
  Maintainers
693
- ~~~~~~~~~~~
738
+ -----------
694
739
 
695
740
  This module is maintained by the OCA.
696
741
 
@@ -710,6 +755,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
710
755
 
711
756
  |maintainer-sbidoul|
712
757
 
713
- This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/16.0/mis_builder>`_ project on GitHub.
758
+ This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder>`_ project on GitHub.
714
759
 
715
760
  You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.