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
@@ -0,0 +1,542 @@
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+ ## 16.0.5.1.9 (2024-02-09)
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+
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+ **Bugfixes**
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+
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+ - Restore compatibility with python 3.9
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+ ([\#590](https://github.com/OCA/mis-builder/issues/590))
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+
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+ ## 16.0.5.1.8 (2024-02-08)
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+
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+ **Bugfixes**
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+
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+ - Resolve a permission issue when creating report periods with a user
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+ without admin rights.
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+ ([\#596](https://github.com/OCA/mis-builder/issues/596))
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+
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+ ## 16.0.5.1.0 (2023-04-04)
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+
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+ **Features**
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+
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+ - Improve UX by adding the option to edit the pivot date directly on the
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+ view.
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+
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+ ## 16.0.5.0.0 (2023-04-01)
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+
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+ **Features**
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+
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+ - Migration to 16.0
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+ - Addition of a generic filter domain on reports and columns.
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+ - Addition of a search bar to the widget. The corresponding search
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+ view is configurable per report.
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+ - Huge improvement of the widget style. This was long overdue.
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+ - Make the MIS Report menu accessible to the Billing Administrator
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+ group (instead of the hidden Show Full Accounting Features), to
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+ align with the access rules and avoid giving a false sense of
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+ security. This also makes the menu discoverable to new users.
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+ - Removal of analytic fetures because the upstream
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+ `analytic_distribution` mechanism is not compatible; support may be
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+ introduced in separate module, depending on use cases.
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+ - Abandon the `mis_report_filters` context key which had security
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+ implication. It is replaced by a `mis_analytic_domain` context key
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+ which is ANDed with other report-defined filters.
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+ ([\#472](https://github.com/OCA/mis-builder/issues/472))
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+ - Rename the `get_filter_descriptions_from_context` method to
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+ `get_filter_descriptions`. This method may be overridden to provide
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+ additional subtitles on the PDF or XLS report, representing
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+ user-selected filters.
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+ - The `hide_analytic_filters` has been replaced by
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+ `widget_show_filters`.
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+ - The visibility of the settings button on the widget is now
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+ controlled by a `show_settings_button`. Before it was visible only
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+ for the `account_user` group but this was not flexible enough.
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+ - The widget configuration settings are now grouped in a dedicated
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+ `Widget` tab in the report configuration form.
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+
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+ **Bugfixes**
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+
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+ - Fix access error when previewing or printing report.
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+ ([\#415](https://github.com/OCA/mis-builder/issues/415))
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+
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+ ## 15.0.4.0.5 (2022-07-19)
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+
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+ **Bugfixes**
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+
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+ - Support users without timezone.
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+ ([\#388](https://github.com/OCA/mis-builder/issues/388))
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+
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+ ## 15.0.4.0.4 (2022-07-19)
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+
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+ **Bugfixes**
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+
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+ - Allow deleting a report that has subreports.
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+ ([\#431](https://github.com/OCA/mis-builder/issues/431))
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+
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+ ## 15.0.4.0.2 (2022-02-16)
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+
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+ **Bugfixes**
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+
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+ - Fix access right issue when clicking the "Save" button on a MIS Report
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+ Instance form.
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+ ([\#410](https://github.com/OCA/mis-builder/issues/410))
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+
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+ ## 14.0.4.0.0 (2022-01-08)
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+
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+ **Features**
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+
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+ - Remove various field size limits.
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+ ([\#332](https://github.com/OCA/mis-builder/issues/332))
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+
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+ **Bugfixes**
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+
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+ - Support for the Odoo 13+ multi-company model. In multi-company mode,
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+ several allowed companies can be declared on MIS Report instances, and
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+ the report operates on the intersection of report companies and
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+ companies selected in the user context.
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+ ([\#327](https://github.com/OCA/mis-builder/issues/327))
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+
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+ - The `get_additional_query_filter` argument of `evaluate()` is now
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+ propagated correctly.
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+ ([\#375](https://github.com/OCA/mis-builder/issues/375))
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+
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+ - Use the `parent_state` field of `account.move.line` to filter entries
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+ in `posted` and `draft` state only. Before, when reporting in draft
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+ mode, all entries were used (i.e. there was no filter), and that
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+ started including the cancelled entries/invoices in Odoo 13.+.
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+
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+ This change also contains a **breaking change** in the internal API.
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+ For quite a while the `target_move argument` of AEP and other methods
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+ was not used by MIS Builder itself and was kept for backward
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+ compatibility. To avoid rippling effects of the necessary change to
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+ use `parent_state`, we now remove this argument.
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+ ([\#377](https://github.com/OCA/mis-builder/issues/377))
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+
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+ ## 14.0.3.6.7 (2021-06-02)
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+
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+ **Bugfixes**
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+
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+ - When on a MIS Report Instance, if you wanted to generate a new line of
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+ type comparison, you couldn't currently select any existing period to
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+ compare. This happened because the field domain was searching in a
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+ NewId context, thus not finding a correct period. Changing the domain
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+ and making it use a computed field with a search for the \_origin
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+ record solves the problem.
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+ ([\#361](https://github.com/OCA/mis-builder/issues/361))
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+
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+ ## 14.0.3.6.6 (2021-04-23)
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+
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+ **Bugfixes**
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+
129
+ - Fix drilldown action name when the account model has been customized.
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+ ([\#350](https://github.com/OCA/mis-builder/issues/350))
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+
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+ ## 14.0.3.6.5 (2021-04-23)
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+
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+ **Bugfixes**
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+
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+ - While duplicating a MIS report instance, comparison columns are
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+ ignored because they would raise an error otherwise, as they keep the
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+ old source_cmpcol_from_id and source_cmpcol_to_id from the original
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+ record. ([\#343](https://github.com/OCA/mis-builder/issues/343))
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+
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+ ## 14.0.3.6.4 (2021-04-06)
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+
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+ **Features**
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+
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+ - The drilldown action name displayed on the breadcrumb has been
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+ revised. The kpi description and the account `display_name` are shown
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+ instead of the kpi's technical definition.
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+ ([\#304](https://github.com/OCA/mis-builder/issues/304))
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+ - Add analytic group filters on report instance, periods and in the
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+ interactive view.
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+ ([\#320](https://github.com/OCA/mis-builder/issues/320))
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+
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+ ## 13.0.3.6.3 (2020-08-28)
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+
155
+ **Bugfixes**
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+
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+ - Having a "Compare columns" added on a KPI with an associated style
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+ using a Factor/Divider did lead to the said factor being applied on
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+ the percentages when exporting to XLSX.
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+ ([\#300](https://github.com/OCA/mis-builder/issues/300))
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+
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+ **Misc**
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+
164
+ - [\#280](https://github.com/OCA/mis-builder/issues/280),
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+ [\#296](https://github.com/OCA/mis-builder/issues/296)
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+
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+ ## 13.0.3.6.2 (2020-04-22)
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+
169
+ **Bugfixes**
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+
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+ - The "Settings" button is now displayed for users with the "Show full
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+ accounting features" right when previewing a report.
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+ ([\#281](https://github.com/OCA/mis-builder/issues/281))
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+
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+ ## 13.0.3.6.1 (2020-04-22)
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+
177
+ **Bugfixes**
178
+
179
+ - Fix `TypeError: 'module' object is not iterable` when using budgets by
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+ account. ([\#276](https://github.com/OCA/mis-builder/issues/276))
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+
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+ ## 13.0.3.6.0 (2020-03-28)
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+
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+ **Features**
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+
186
+ - Add column-level filters on analytic account and analytic tags. These
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+ filters are combined with a AND with the report-level filters and
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+ cannot be modified in the preview.
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+ ([\#138](https://github.com/OCA/mis-builder/issues/138))
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+ - Access to KPI from other reports in KPI expressions, aka subreports.
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+ In a report template, one can list named "subreports" (other report
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+ templates). When evaluating expressions, you can access KPI's of
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+ subreports with a dot-prefix notation. Example: you can define a MIS
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+ Report for a "Balance Sheet", and then have another MIS Report
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+ "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
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+ create new KPI's for the ratios (e.g. balance_sheet.current_assets /
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+ balance_sheet.total_assets).
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+ ([\#155](https://github.com/OCA/mis-builder/issues/155))
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+
200
+ ## 13.0.3.5.0 (2020-01-??)
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+
202
+ Migration to odoo 13.0.
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+
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+ ## 12.0.3.5.0 (2019-10-26)
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+
206
+ **Features**
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+
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+ - The `account_id` field of the model selected in 'Move lines source' in
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+ the Period form can now be a Many2one relationship with any model that
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+ has a `code` field (not only with `account.account` model). To this
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+ end, the model to be used for Actuals move lines can be configured on
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+ the report template. It can be something else than move lines and the
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+ only constraint is that its `account_id` field has a `code` field.
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+ ([\#149](https://github.com/oca/mis-builder/issues/149))
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+ - Add `source_aml_model_name` field so extension modules providing
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+ alternative data sources can more easily customize their data source.
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+ ([\#214](https://github.com/oca/mis-builder/issues/214))
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+ - Support analytic tag filters in the backend view and preview widget.
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+ Selecting several tags in the filter means filtering on move lines
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+ which have *all* these tags set. This is to support the most common
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+ use case of using tags for different dimensions. The filter also makes
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+ a AND with the analytic account filter.
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+ ([\#228](https://github.com/oca/mis-builder/issues/228))
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+ - Display company in account details rows in multi-company mode.
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+ ([\#242](https://github.com/oca/mis-builder/issues/242))
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+
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+ **Bugfixes**
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+
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+ - Propagate context to xlsx report, so the analytic account filter works
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+ when exporting to xslx too. This also requires a fix to `report_xlsx`
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+ (see <https://github.com/OCA/reporting-engine/pull/259>).
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+ ([\#178](https://github.com/oca/mis-builder/issues/178))
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+ - In columns of type Sum, preserve styles for KPIs that are not summable
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+ (eg percentage values). Before this fix, such cells were displayed
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+ without style.
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+ ([\#219](https://github.com/oca/mis-builder/issues/219))
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+ - In Excel export, keep the percentage point suffix (pp) instead of
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+ replacing it with %.
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+ ([\#220](https://github.com/oca/mis-builder/issues/220))
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+
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+ ## 12.0.3.4.0 (2019-07-09)
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+
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+ **Features**
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+
245
+ - New year-to-date mode for defining periods.
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+ ([\#165](https://github.com/oca/mis-builder/issues/165))
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+ - Add support for move lines with negative debit or credit. Used by some
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+ for storno accounting. Not officially supported.
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+ ([\#175](https://github.com/oca/mis-builder/issues/175))
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+ - In Excel export, use a number format with thousands separator. The
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+ specific separator used depends on the Excel configuration (eg
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+ regional settings).
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+ ([\#190](https://github.com/oca/mis-builder/issues/190))
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+ - Add generation date/time at the end of the XLS export.
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+ ([\#191](https://github.com/oca/mis-builder/issues/191))
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+ - In presence of Sub KPIs, report more informative user errors when
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+ non-multi expressions yield tuples of incorrect lenght.
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+ ([\#196](https://github.com/oca/mis-builder/issues/196))
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+
260
+ **Bugfixes**
261
+
262
+ - Fix rendering of percentage types in Excel export.
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+ ([\#192](https://github.com/oca/mis-builder/issues/192))
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+
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+ ## 12.0.3.3.0 (2019-01-26)
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+
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+ **Features**
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+
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+ *Dynamic analytic filters in report preview are not yet available in 11,
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+ this requires an update to the JS widget that proved difficult to
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+ implement so far. Help welcome.*
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+
273
+ - Analytic account filters. On a report, an analytic account can be
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+ selected for filtering. The filter will be applied to move lines
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+ queries. A filter box is also available in the widget to let the user
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+ select the analytic account during report preview.
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+ ([\#15](https://github.com/oca/mis-builder/issues/15))
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+ - Control visibility of analytic filter combo box in widget. This is
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+ useful to hide the analytic filters on reports where they do not make
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+ sense, such as balance sheet reports.
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+ ([\#42](https://github.com/oca/mis-builder/issues/42))
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+ - Display analytic filters in the header of exported pdf and xls.
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+ ([\#44](https://github.com/oca/mis-builder/issues/44))
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+ - Replace the last old gtk icons with fontawesome icons.
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+ ([\#104](https://github.com/oca/mis-builder/issues/104))
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+ - Use active_test=False in AEP queries. This is important for reports
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+ involving inactive taxes. This should not negatively effect existing
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+ reports, because an accounting report must take into account all
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+ existing move lines even if they reference objects such as taxes,
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+ journals, accounts types that have been deactivated since their
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+ creation. ([\#107](https://github.com/oca/mis-builder/issues/107))
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+ - int(), float() and round() support for AccountingNone.
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+ ([\#108](https://github.com/oca/mis-builder/issues/108))
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+ - Allow referencing subkpis by name by writing kpi_x.subkpi_y in
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+ expressions. ([\#114](https://github.com/oca/mis-builder/issues/114))
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+ - Add an option to control the display of the start/end dates in the
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+ column headers. It is disabled by default (this is a change compared
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+ to previous behaviour).
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+ ([\#118](https://github.com/oca/mis-builder/issues/118))
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+ - Add evaluate method to mis.report. This is a simplified method to
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+ evaluate kpis of a report over a time period, without creating a
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+ mis.report.instance.
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+ ([\#123](https://github.com/oca/mis-builder/issues/123))
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+
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+ **Bugs**
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+
307
+ - In the style form, hide the "Hide always" checkbox when "Hide always
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+ inherit" is checked, as for all other syle elements.
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+ ([\#121](https://github.com/OCA/mis-builder/pull/121))
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+
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+ **Upgrading from 3.2 (breaking changes)**
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+
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+ If you use `Actuals (alternative)` data source in combination with
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+ analytic filters, the underlying model must now have an
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+ `analytic_account_id` field.
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+
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+ ## 11.0.3.2.2 (2018-06-30)
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+
319
+ - \[FIX\] Fix bug in company_default_get call returning id instead of
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+ recordset ([\#103](https://github.com/OCA/mis-builder/pull/103))
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+ - \[IMP\] add "hide always" style property to make hidden KPI's (for KPI
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+ that serve as basis for other formulas, but do not need to be
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+ displayed). ([\#46](https://github.com/OCA/mis-builder/issues/46))
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+
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+ ## 11.0.3.2.1 (2018-05-29)
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+
327
+ - \[FIX\] Missing comparison operator for AccountingNone leading to
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+ errors in pbal computations
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+ ([\#93](https://github.com/OCA/mis-builder/issue/93))
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+
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+ ## 10.0.3.2.0 (2018-05-02)
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+
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+ - \[FIX\] make subkpi ordering deterministic
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+ ([\#71](https://github.com/OCA/mis-builder/issues/71))
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+ - \[ADD\] report instance level option to disable account expansion,
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+ enabling the creation of detailed templates while deferring the
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+ decision of rendering the details or not to the report instance
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+ ([\#74](https://github.com/OCA/mis-builder/issues/74))
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+ - \[ADD\] pbal and nbal accounting expressions, to sum positive and
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+ negative balances respectively (ie ignoring accounts with negative,
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+ resp positive balances)
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+ ([\#86](https://github.com/OCA/mis-builder/issues/86))
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+
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+ ## 11.0.3.1.2 (2018-02-04)
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+
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+ Migration to Odoo 11. No new feature.
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+ ([\#67](https://github.com/OCA/mis-builder/pull/67))
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+
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+ ## 10.0.3.1.1 (2017-11-14)
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+
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+ New features:
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+
353
+ - \[ADD\] month and year relative periods, easier to use than date
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+ ranges for the most common case.
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+ ([\#2](https://github.com/OCA/mis-builder/issues/2))
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+ - \[ADD\] multi-company consolidation support, with currency conversion
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+ (the conversion rate date is the end of the reporting period)
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+ ([\#7](https://github.com/OCA/mis-builder/issues/7),
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+ [\#3](https://github.com/OCA/mis-builder/issues/3))
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+ - \[ADD\] provide ref, datetime, dateutil, time, user in the evaluation
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+ context of move line domains; among other things, this allows using
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+ references to xml ids (such as account types or tax tags) when
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+ querying move lines
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+ ([\#26](https://github.com/OCA/mis-builder/issues/26)).
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+ - \[ADD\] extended account selectors: you can now select accounts using
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+ any domain on account.account, not only account codes
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+ `balp[('account_type', '=', 'asset_receivable')]`
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+ ([\#4](https://github.com/OCA/mis-builder/issues/4)).
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+ - \[IMP\] in the report instance configuration form, the filters are now
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+ grouped in a notebook page, this improves readability and
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+ extensibility ([\#39](https://github.com/OCA/mis-builder/issues/39)).
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+
373
+ Bug fixes:
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+
375
+ - \[FIX\] fix error when saving periods in comparison mode on newly
376
+ created (not yet saved) report instances.
377
+ [\#50](https://github.com/OCA/mis-builder/pull/50)
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+ - \[FIX\] improve display of Base Date report instance view.
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+ [\#51](https://github.com/OCA/mis-builder/pull/51)
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+
381
+ Upgrading from 3.0 (breaking changes):
382
+
383
+ - Alternative move line data sources must have a company_id field.
384
+
385
+ ## 10.0.3.0.4 (2017-10-14)
386
+
387
+ Bug fix:
388
+
389
+ - \[FIX\] issue with initial balance rounding.
390
+ [\#30](https://github.com/OCA/mis-builder/issues/30)
391
+
392
+ ## 10.0.3.0.3 (2017-10-03)
393
+
394
+ Bug fix:
395
+
396
+ - \[FIX\] fix error saving KPI on newly created reports.
397
+ [\#18](https://github.com/OCA/mis-builder/issues/18)
398
+
399
+ ## 10.0.3.0.2 (2017-10-01)
400
+
401
+ New features:
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+
403
+ - \[ADD\] Alternative move line source per report column. This makes mis
404
+ buidler accounting expressions work on any model that has debit,
405
+ credit, account_id and date fields. Provided you can expose, say,
406
+ committed purchases, or your budget as a view with debit, credit and
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+ account_id, this opens up a lot of possibilities
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+ - \[ADD\] Comparison column source (more flexible than the previous, now
409
+ deprecated, comparison mechanism). CAVEAT: there is no automated
410
+ migration to the new mechanism.
411
+ - \[ADD\] Sum column source, to create columns that add/subtract other
412
+ columns.
413
+ - \[ADD\] mis.kpi.data abstract model as a basis for manual KPI values
414
+ supporting automatic ajustment to the reporting time period (the basis
415
+ for budget item, but could also server other purposes, such as
416
+ manually entering some KPI values, such as number of employee)
417
+ - \[ADD\] mis_builder_budget module providing a new budget data source
418
+ - \[ADD\] new "hide empty" style property
419
+ - \[IMP\] new AEP method to get accounts involved in an expression (this
420
+ is useful to find which KPI relate to a given P&L acount, to implement
421
+ budget control)
422
+ - \[IMP\] many UI improvements
423
+ - \[IMP\] many code style improvements and some refactoring
424
+ - \[IMP\] add the column date_from, date_to in expression evaluation
425
+ context, as well as time, datetime and dateutil modules
426
+
427
+ Main bug fixes:
428
+
429
+ - \[FIX\] deletion of templates and reports (cascade and retricts)
430
+ (<https://github.com/OCA/account-financial-reporting/issues/281>)
431
+ - \[FIX\] copy of reports
432
+ (<https://github.com/OCA/account-financial-reporting/issues/282>)
433
+ - \[FIX\] better error message when periods have wrong/missing dates
434
+ (<https://github.com/OCA/account-financial-reporting/issues/283>)
435
+ - \[FIX\] xlsx export of string types KPI
436
+ (<https://github.com/OCA/account-financial-reporting/issues/285>)
437
+ - \[FIX\] sorting of detail by account
438
+ - \[FIX\] computation bug in detail by account when multiple accounting
439
+ expressions were used in a KPI
440
+ - \[FIX\] permission issue when adding report to dashboard with non
441
+ admin user
442
+
443
+ ## 10.0.2.0.3 (unreleased)
444
+
445
+ - \[IMP\] more robust behaviour in presence of missing expressions
446
+ - \[FIX\] indent style
447
+ - \[FIX\] local variable 'ctx' referenced before assignment when
448
+ generating reports with no objects
449
+ - \[IMP\] use fontawesome icons
450
+ - \[MIG\] migrate to 10.0
451
+ - \[FIX\] unicode error when exporting to Excel
452
+ - \[IMP\] provide full access to mis builder style for group Adviser.
453
+
454
+ ## 9.0.2.0.2 (2016-09-27)
455
+
456
+ - \[IMP\] Add refresh button in mis report preview.
457
+ - \[IMP\] Widget code changes to allow to add fields in the widget more
458
+ easily.
459
+
460
+ ## 9.0.2.0.1 (2016-05-26)
461
+
462
+ - \[IMP\] remove unused argument in declare_and_compute_period() for a
463
+ cleaner API. This is a breaking API changing merged in urgency before
464
+ it is used by other modules.
465
+
466
+ ## 9.0.2.0.0 (2016-05-24)
467
+
468
+ Part of the work for this release has been done at the Sorrento sprint
469
+ April 26-29, 2016. The rest (ie a major refactoring) has been done in
470
+ the weeks after.
471
+
472
+ - \[IMP\] hide button box in edit mode on the report instance settings
473
+ form
474
+ - \[FIX\] Fix sum aggregation of non-stored fields
475
+ (<https://github.com/OCA/account-financial-reporting/issues/178>)
476
+ - \[IMP\] There is now a default style at the report level
477
+ - \[CHG\] Number display properties (rounding, prefix, suffix, factor)
478
+ are now defined in styles
479
+ - \[CHG\] Percentage difference are rounded to 1 digit instead of the
480
+ kpi's rounding, as the KPI rounding does not make sense in this case
481
+ - \[CHG\] The divider suffix (k, M, etc) is not inserted automatically
482
+ anymore because it is inconsistent when working with prefixes; you
483
+ need to add it manually in the suffix
484
+ - \[IMP\] AccountingExpressionProcessor now supports 'balu' expressions
485
+ to obtain the unallocated profit/loss of previous fiscal years;
486
+ get_unallocated_pl is the corresponding convenience method
487
+ - \[IMP\] AccountingExpressionProcessor now has easy methods to obtain
488
+ balances by account: get_balances_initial, get_balances_end,
489
+ get_balances_variation
490
+ - \[IMP\] there is now an auto-expand feature to automatically display a
491
+ detail by account for selected kpis
492
+ - \[IMP\] the kpi and period lists are now manipulated through forms
493
+ instead of directly in the tree views
494
+ - \[IMP\] it is now possible to create a report through a wizard, such
495
+ reports are deemed temporary and available through a "Last Reports
496
+ Generated" menu, they are garbaged collected automatically, unless
497
+ saved permanently, which can be done using a Save button
498
+ - \[IMP\] there is now a beginner mode to configure simple reports with
499
+ only one period
500
+ - \[IMP\] it is now easier to configure periods with fixed start/end
501
+ dates
502
+ - \[IMP\] the new sub-kpi mechanism allows the creation of columns with
503
+ multiple values, or columns with different values
504
+ - \[IMP\] thanks to the new style model, the Excel export is now styled
505
+ - \[IMP\] a new style model is now used to centralize style
506
+ configuration
507
+ - \[FIX\] use =like instead of like to search for accounts, because the
508
+ % are added by the user in the expressions
509
+ - \[FIX\] Correctly compute the initial balance of income and expense
510
+ account based on the start of the fiscal year
511
+ - \[IMP\] Support date ranges (from OCA/server-tools/date_range) as a
512
+ more flexible alternative to fiscal periods
513
+ - v9 migration: fiscal periods are removed, account charts are removed,
514
+ consolidation accounts have been removed
515
+
516
+ ## 8.0.1.0.0 (2016-04-27)
517
+
518
+ - The copy of a MIS Report Instance now copies period.
519
+ <https://github.com/OCA/account-financial-reporting/pull/181>
520
+ - The copy of a MIS Report Template now copies KPIs and queries.
521
+ <https://github.com/OCA/account-financial-reporting/pull/177>
522
+ - Usability: the default view for MIS Report instances is now the
523
+ rendered preview, and the settings are accessible through a gear icon
524
+ in the list view and a button in the preview.
525
+ <https://github.com/OCA/account-financial-reporting/pull/170>
526
+ - Display blank cells instead of 0.0 when there is no data.
527
+ <https://github.com/OCA/account-financial-reporting/pull/169>
528
+ - Usability: better layout of the MIS Report periods settings on small
529
+ screens. <https://github.com/OCA/account-financial-reporting/pull/167>
530
+ - Include the download buttons inside the MIS Builder widget, and
531
+ refactor the widget to open the door to analytic filtering in the
532
+ previews.
533
+ <https://github.com/OCA/account-financial-reporting/pull/151>
534
+ - Add KPI rendering prefixes (so you can print \$ in front of the
535
+ value). <https://github.com/OCA/account-financial-reporting/pull/158>
536
+ - Add hooks for analytic filtering.
537
+ <https://github.com/OCA/account-financial-reporting/pull/128>
538
+ <https://github.com/OCA/account-financial-reporting/pull/131>
539
+
540
+ ## 8.0.0.2.0
541
+
542
+ Pre-history. Or rather, you need to look at the git log.
@@ -0,0 +1,7 @@
1
+ Your preferred way to install addons will work with MIS Builder.
2
+
3
+ An easy way to install it with all its dependencies is using pip:
4
+
5
+ - `pip install --pre odoo12-addon-mis_builder`
6
+ - then restart Odoo, update the addons list in your database, and
7
+ install the MIS Builder application.
@@ -0,0 +1,5 @@
1
+ The mis_builder
2
+ [roadmap](https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement)
3
+ and [known
4
+ issues](https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug)
5
+ can be found on GitHub.
@@ -0,0 +1,19 @@
1
+ To configure this module, you need to:
2
+
3
+ - Go to Accounting \> Configuration \> MIS Reporting \> MIS Report
4
+ Templates where you can create report templates by defining KPI's.
5
+ KPI's constitute the rows of your reports. Such report templates are
6
+ time independent.
7
+
8
+ ![](https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png)
9
+
10
+ - Then in Accounting \> Reports \> MIS Reporting \> MIS Reports you can
11
+ create report instance by binding the templates to time periods, hence
12
+ defining the columns of your reports.
13
+
14
+ ![](https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png)
15
+
16
+ - From the MIS Reports view, you can preview the report, add it to and
17
+ Odoo dashboard, and export it to PDF or Excel.
18
+
19
+ ![](https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png)