odoo-addon-mis-builder 17.0.1.0.4.1__py3-none-any.whl → 17.0.1.0.5__py3-none-any.whl

odoo/addons/mis_builder/README.rst

@@ -7,7 +7,7 @@ MIS Builder
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
+   !! source digest: sha256:2273c2689dc3b7d4b710f3bf04904720a8f40fac31802cb6fbdf89b8f2455a6e
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
@@ -46,30 +46,30 @@ Your preferred way to install addons will work with MIS Builder.
 
 An easy way to install it with all its dependencies is using pip:
 
--  ``pip install --pre odoo12-addon-mis_builder``
--  then restart Odoo, update the addons list in your database, and
-   install the MIS Builder application.
+- ``pip install --pre odoo12-addon-mis_builder``
+- then restart Odoo, update the addons list in your database, and
+  install the MIS Builder application.
 
 Usage
 =====
 
 To configure this module, you need to:
 
--  Go to Accounting > Configuration > MIS Reporting > MIS Report
-   Templates where you can create report templates by defining KPI's.
-   KPI's constitute the rows of your reports. Such report templates are
-   time independent.
+- Go to Accounting > Configuration > MIS Reporting > MIS Report
+  Templates where you can create report templates by defining KPI's.
+  KPI's constitute the rows of your reports. Such report templates are
+  time independent.
 
 |image1|
 
--  Then in Accounting > Reports > MIS Reporting > MIS Reports you can
-   create report instance by binding the templates to time periods,
-   hence defining the columns of your reports.
+- Then in Accounting > Reports > MIS Reporting > MIS Reports you can
+  create report instance by binding the templates to time periods, hence
+  defining the columns of your reports.
 
 |image2|
 
--  From the MIS Reports view, you can preview the report, add it to and
-   Odoo dashboard, and export it to PDF or Excel.
+- From the MIS Reports view, you can preview the report, add it to and
+  Odoo dashboard, and export it to PDF or Excel.
 
 |image3|
 
@@ -106,227 +106,224 @@ Changelog
 Features
 ~~~~~~~~
 
--  Add support for branch companies.
-   (`#648 <https://github.com/OCA/mis-builder/issues/648>`__)
+- Add support for branch companies.
+  (`#648 <https://github.com/OCA/mis-builder/issues/648>`__)
 
 16.0.5.1.9 (2024-02-09)
 -----------------------
 
 **Bugfixes**
 
--  Restore compatibility with python 3.9
-   (`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
+- Restore compatibility with python 3.9
+  (`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
 
 16.0.5.1.8 (2024-02-08)
 -----------------------
 
 **Bugfixes**
 
--  Resolve a permission issue when creating report periods with a user
-   without admin rights.
-   (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
+- Resolve a permission issue when creating report periods with a user
+  without admin rights.
+  (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
 
 16.0.5.1.0 (2023-04-04)
 -----------------------
 
 **Features**
 
--  Improve UX by adding the option to edit the pivot date directly on
-   the view.
+- Improve UX by adding the option to edit the pivot date directly on the
+  view.
 
 16.0.5.0.0 (2023-04-01)
 -----------------------
 
 **Features**
 
--  Migration to 16.0
-
-   -  Addition of a generic filter domain on reports and columns.
-   -  Addition of a search bar to the widget. The corresponding search
-      view is configurable per report.
-   -  Huge improvement of the widget style. This was long overdue.
-   -  Make the MIS Report menu accessible to the Billing Administrator
-      group (instead of the hidden Show Full Accounting Features), to
-      align with the access rules and avoid giving a false sense of
-      security. This also makes the menu discoverable to new users.
-   -  Removal of analytic fetures because the upstream
-      ``analytic_distribution`` mechanism is not compatible; support may
-      be introduced in separate module, depending on use cases.
-   -  Abandon the ``mis_report_filters`` context key which had security
-      implication. It is replaced by a ``mis_analytic_domain`` context
-      key which is ANDed with other report-defined filters.
-      (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
-   -  Rename the ``get_filter_descriptions_from_context`` method to
-      ``get_filter_descriptions``. This method may be overridden to
-      provide additional subtitles on the PDF or XLS report,
-      representing user-selected filters.
-   -  The ``hide_analytic_filters`` has been replaced by
-      ``widget_show_filters``.
-   -  The visibility of the settings button on the widget is now
-      controlled by a ``show_settings_button``. Before it was visible
-      only for the ``account_user`` group but this was not flexible
-      enough.
-   -  The widget configuration settings are now grouped in a dedicated
-      ``Widget`` tab in the report configuration form.
+- Migration to 16.0
+
+  - Addition of a generic filter domain on reports and columns.
+  - Addition of a search bar to the widget. The corresponding search
+    view is configurable per report.
+  - Huge improvement of the widget style. This was long overdue.
+  - Make the MIS Report menu accessible to the Billing Administrator
+    group (instead of the hidden Show Full Accounting Features), to
+    align with the access rules and avoid giving a false sense of
+    security. This also makes the menu discoverable to new users.
+  - Removal of analytic fetures because the upstream
+    ``analytic_distribution`` mechanism is not compatible; support may
+    be introduced in separate module, depending on use cases.
+  - Abandon the ``mis_report_filters`` context key which had security
+    implication. It is replaced by a ``mis_analytic_domain`` context key
+    which is ANDed with other report-defined filters.
+    (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
+  - Rename the ``get_filter_descriptions_from_context`` method to
+    ``get_filter_descriptions``. This method may be overridden to
+    provide additional subtitles on the PDF or XLS report, representing
+    user-selected filters.
+  - The ``hide_analytic_filters`` has been replaced by
+    ``widget_show_filters``.
+  - The visibility of the settings button on the widget is now
+    controlled by a ``show_settings_button``. Before it was visible only
+    for the ``account_user`` group but this was not flexible enough.
+  - The widget configuration settings are now grouped in a dedicated
+    ``Widget`` tab in the report configuration form.
 
 **Bugfixes**
 
--  Fix access error when previewing or printing report.
-   (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
+- Fix access error when previewing or printing report.
+  (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
 
 15.0.4.0.5 (2022-07-19)
 -----------------------
 
 **Bugfixes**
 
--  Support users without timezone.
-   (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
+- Support users without timezone.
+  (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
 
 15.0.4.0.4 (2022-07-19)
 -----------------------
 
 **Bugfixes**
 
--  Allow deleting a report that has subreports.
-   (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
+- Allow deleting a report that has subreports.
+  (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
 
 15.0.4.0.2 (2022-02-16)
 -----------------------
 
 **Bugfixes**
 
--  Fix access right issue when clicking the "Save" button on a MIS
-   Report Instance form.
-   (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
+- Fix access right issue when clicking the "Save" button on a MIS Report
+  Instance form.
+  (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
 
 14.0.4.0.0 (2022-01-08)
 -----------------------
 
 **Features**
 
--  Remove various field size limits.
-   (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
+- Remove various field size limits.
+  (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
 
 **Bugfixes**
 
--  Support for the Odoo 13+ multi-company model. In multi-company mode,
-   several allowed companies can be declared on MIS Report instances,
-   and the report operates on the intersection of report companies and
-   companies selected in the user context.
-   (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
-
--  The ``get_additional_query_filter`` argument of ``evaluate()`` is now
-   propagated correctly.
-   (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
-
--  Use the ``parent_state`` field of ``account.move.line`` to filter
-   entries in ``posted`` and ``draft`` state only. Before, when
-   reporting in draft mode, all entries were used (i.e. there was no
-   filter), and that started including the cancelled entries/invoices in
-   Odoo 13.+.
-
-   This change also contains a **breaking change** in the internal API.
-   For quite a while the ``target_move argument`` of AEP and other
-   methods was not used by MIS Builder itself and was kept for backward
-   compatibility. To avoid rippling effects of the necessary change to
-   use ``parent_state``, we now remove this argument.
-   (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
+- Support for the Odoo 13+ multi-company model. In multi-company mode,
+  several allowed companies can be declared on MIS Report instances, and
+  the report operates on the intersection of report companies and
+  companies selected in the user context.
+  (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
+
+- The ``get_additional_query_filter`` argument of ``evaluate()`` is now
+  propagated correctly.
+  (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
+
+- Use the ``parent_state`` field of ``account.move.line`` to filter
+  entries in ``posted`` and ``draft`` state only. Before, when reporting
+  in draft mode, all entries were used (i.e. there was no filter), and
+  that started including the cancelled entries/invoices in Odoo 13.+.
+
+  This change also contains a **breaking change** in the internal API.
+  For quite a while the ``target_move argument`` of AEP and other
+  methods was not used by MIS Builder itself and was kept for backward
+  compatibility. To avoid rippling effects of the necessary change to
+  use ``parent_state``, we now remove this argument.
+  (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
 
 14.0.3.6.7 (2021-06-02)
 -----------------------
 
 **Bugfixes**
 
--  When on a MIS Report Instance, if you wanted to generate a new line
-   of type comparison, you couldn't currently select any existing period
-   to compare. This happened because the field domain was searching in a
-   NewId context, thus not finding a correct period. Changing the domain
-   and making it use a computed field with a search for the \_origin
-   record solves the problem.
-   (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
+- When on a MIS Report Instance, if you wanted to generate a new line of
+  type comparison, you couldn't currently select any existing period to
+  compare. This happened because the field domain was searching in a
+  NewId context, thus not finding a correct period. Changing the domain
+  and making it use a computed field with a search for the \_origin
+  record solves the problem.
+  (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
 
 14.0.3.6.6 (2021-04-23)
 -----------------------
 
 **Bugfixes**
 
--  Fix drilldown action name when the account model has been customized.
-   (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
+- Fix drilldown action name when the account model has been customized.
+  (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
 
 14.0.3.6.5 (2021-04-23)
 -----------------------
 
 **Bugfixes**
 
--  While duplicating a MIS report instance, comparison columns are
-   ignored because they would raise an error otherwise, as they keep the
-   old source_cmpcol_from_id and source_cmpcol_to_id from the original
-   record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
+- While duplicating a MIS report instance, comparison columns are
+  ignored because they would raise an error otherwise, as they keep the
+  old source_cmpcol_from_id and source_cmpcol_to_id from the original
+  record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
 
 14.0.3.6.4 (2021-04-06)
 -----------------------
 
 **Features**
 
--  The drilldown action name displayed on the breadcrumb has been
-   revised. The kpi description and the account ``display_name`` are
-   shown instead of the kpi's technical definition.
-   (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
--  Add analytic group filters on report instance, periods and in the
-   interactive view.
-   (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
+- The drilldown action name displayed on the breadcrumb has been
+  revised. The kpi description and the account ``display_name`` are
+  shown instead of the kpi's technical definition.
+  (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
+- Add analytic group filters on report instance, periods and in the
+  interactive view.
+  (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
 
 13.0.3.6.3 (2020-08-28)
 -----------------------
 
 **Bugfixes**
 
--  Having a "Compare columns" added on a KPI with an associated style
-   using a Factor/Divider did lead to the said factor being applied on
-   the percentages when exporting to XLSX.
-   (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
+- Having a "Compare columns" added on a KPI with an associated style
+  using a Factor/Divider did lead to the said factor being applied on
+  the percentages when exporting to XLSX.
+  (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
 
 **Misc**
 
--  `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
-   `#296 <https://github.com/OCA/mis-builder/issues/296>`__
+- `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
+  `#296 <https://github.com/OCA/mis-builder/issues/296>`__
 
 13.0.3.6.2 (2020-04-22)
 -----------------------
 
 **Bugfixes**
 
--  The "Settings" button is now displayed for users with the "Show full
-   accounting features" right when previewing a report.
-   (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
+- The "Settings" button is now displayed for users with the "Show full
+  accounting features" right when previewing a report.
+  (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
 
 13.0.3.6.1 (2020-04-22)
 -----------------------
 
 **Bugfixes**
 
--  Fix ``TypeError: 'module' object is not iterable`` when using budgets
-   by account.
-   (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
+- Fix ``TypeError: 'module' object is not iterable`` when using budgets
+  by account. (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
 
 13.0.3.6.0 (2020-03-28)
 -----------------------
 
 **Features**
 
--  Add column-level filters on analytic account and analytic tags. These
-   filters are combined with a AND with the report-level filters and
-   cannot be modified in the preview.
-   (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
--  Access to KPI from other reports in KPI expressions, aka subreports.
-   In a report template, one can list named "subreports" (other report
-   templates). When evaluating expressions, you can access KPI's of
-   subreports with a dot-prefix notation. Example: you can define a MIS
-   Report for a "Balance Sheet", and then have another MIS Report
-   "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
-   create new KPI's for the ratios (e.g. balance_sheet.current_assets /
-   balance_sheet.total_assets).
-   (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
+- Add column-level filters on analytic account and analytic tags. These
+  filters are combined with a AND with the report-level filters and
+  cannot be modified in the preview.
+  (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
+- Access to KPI from other reports in KPI expressions, aka subreports.
+  In a report template, one can list named "subreports" (other report
+  templates). When evaluating expressions, you can access KPI's of
+  subreports with a dot-prefix notation. Example: you can define a MIS
+  Report for a "Balance Sheet", and then have another MIS Report
+  "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
+  create new KPI's for the ratios (e.g. balance_sheet.current_assets /
+  balance_sheet.total_assets).
+  (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
 
 13.0.3.5.0 (2020-01-??)
 -----------------------
@@ -338,65 +335,65 @@ Migration to odoo 13.0.
 
 **Features**
 
--  The ``account_id`` field of the model selected in 'Move lines source'
-   in the Period form can now be a Many2one relationship with any model
-   that has a ``code`` field (not only with ``account.account`` model).
-   To this end, the model to be used for Actuals move lines can be
-   configured on the report template. It can be something else than move
-   lines and the only constraint is that its ``account_id`` field has a
-   ``code`` field.
-   (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
--  Add ``source_aml_model_name`` field so extension modules providing
-   alternative data sources can more easily customize their data source.
-   (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
--  Support analytic tag filters in the backend view and preview widget.
-   Selecting several tags in the filter means filtering on move lines
-   which have *all* these tags set. This is to support the most common
-   use case of using tags for different dimensions. The filter also
-   makes a AND with the analytic account filter.
-   (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
--  Display company in account details rows in multi-company mode.
-   (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
+- The ``account_id`` field of the model selected in 'Move lines source'
+  in the Period form can now be a Many2one relationship with any model
+  that has a ``code`` field (not only with ``account.account`` model).
+  To this end, the model to be used for Actuals move lines can be
+  configured on the report template. It can be something else than move
+  lines and the only constraint is that its ``account_id`` field has a
+  ``code`` field.
+  (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
+- Add ``source_aml_model_name`` field so extension modules providing
+  alternative data sources can more easily customize their data source.
+  (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
+- Support analytic tag filters in the backend view and preview widget.
+  Selecting several tags in the filter means filtering on move lines
+  which have *all* these tags set. This is to support the most common
+  use case of using tags for different dimensions. The filter also makes
+  a AND with the analytic account filter.
+  (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
+- Display company in account details rows in multi-company mode.
+  (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
 
 **Bugfixes**
 
--  Propagate context to xlsx report, so the analytic account filter
-   works when exporting to xslx too. This also requires a fix to
-   ``report_xlsx`` (see
-   https://github.com/OCA/reporting-engine/pull/259).
-   (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
--  In columns of type Sum, preserve styles for KPIs that are not
-   summable (eg percentage values). Before this fix, such cells were
-   displayed without style.
-   (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
--  In Excel export, keep the percentage point suffix (pp) instead of
-   replacing it with %.
-   (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
+- Propagate context to xlsx report, so the analytic account filter works
+  when exporting to xslx too. This also requires a fix to
+  ``report_xlsx`` (see
+  https://github.com/OCA/reporting-engine/pull/259).
+  (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
+- In columns of type Sum, preserve styles for KPIs that are not summable
+  (eg percentage values). Before this fix, such cells were displayed
+  without style.
+  (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
+- In Excel export, keep the percentage point suffix (pp) instead of
+  replacing it with %.
+  (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
 
 12.0.3.4.0 (2019-07-09)
 -----------------------
 
 **Features**
 
--  New year-to-date mode for defining periods.
-   (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
--  Add support for move lines with negative debit or credit. Used by
-   some for storno accounting. Not officially supported.
-   (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
--  In Excel export, use a number format with thousands separator. The
-   specific separator used depends on the Excel configuration (eg
-   regional settings).
-   (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
--  Add generation date/time at the end of the XLS export.
-   (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
--  In presence of Sub KPIs, report more informative user errors when
-   non-multi expressions yield tuples of incorrect lenght.
-   (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
+- New year-to-date mode for defining periods.
+  (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
+- Add support for move lines with negative debit or credit. Used by some
+  for storno accounting. Not officially supported.
+  (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
+- In Excel export, use a number format with thousands separator. The
+  specific separator used depends on the Excel configuration (eg
+  regional settings).
+  (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
+- Add generation date/time at the end of the XLS export.
+  (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
+- In presence of Sub KPIs, report more informative user errors when
+  non-multi expressions yield tuples of incorrect lenght.
+  (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
 
 **Bugfixes**
 
--  Fix rendering of percentage types in Excel export.
-   (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
+- Fix rendering of percentage types in Excel export.
+  (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
 
 12.0.3.3.0 (2019-01-26)
 -----------------------
@@ -407,44 +404,44 @@ Migration to odoo 13.0.
 this requires an update to the JS widget that proved difficult to
 implement so far. Help welcome.*
 
--  Analytic account filters. On a report, an analytic account can be
-   selected for filtering. The filter will be applied to move lines
-   queries. A filter box is also available in the widget to let the user
-   select the analytic account during report preview.
-   (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
--  Control visibility of analytic filter combo box in widget. This is
-   useful to hide the analytic filters on reports where they do not make
-   sense, such as balance sheet reports.
-   (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
--  Display analytic filters in the header of exported pdf and xls.
-   (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
--  Replace the last old gtk icons with fontawesome icons.
-   (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
--  Use active_test=False in AEP queries. This is important for reports
-   involving inactive taxes. This should not negatively effect existing
-   reports, because an accounting report must take into account all
-   existing move lines even if they reference objects such as taxes,
-   journals, accounts types that have been deactivated since their
-   creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
--  int(), float() and round() support for AccountingNone.
-   (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
--  Allow referencing subkpis by name by writing kpi_x.subkpi_y in
-   expressions.
-   (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
--  Add an option to control the display of the start/end dates in the
-   column headers. It is disabled by default (this is a change compared
-   to previous behaviour).
-   (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
--  Add evaluate method to mis.report. This is a simplified method to
-   evaluate kpis of a report over a time period, without creating a
-   mis.report.instance.
-   (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
+- Analytic account filters. On a report, an analytic account can be
+  selected for filtering. The filter will be applied to move lines
+  queries. A filter box is also available in the widget to let the user
+  select the analytic account during report preview.
+  (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
+- Control visibility of analytic filter combo box in widget. This is
+  useful to hide the analytic filters on reports where they do not make
+  sense, such as balance sheet reports.
+  (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
+- Display analytic filters in the header of exported pdf and xls.
+  (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
+- Replace the last old gtk icons with fontawesome icons.
+  (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
+- Use active_test=False in AEP queries. This is important for reports
+  involving inactive taxes. This should not negatively effect existing
+  reports, because an accounting report must take into account all
+  existing move lines even if they reference objects such as taxes,
+  journals, accounts types that have been deactivated since their
+  creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
+- int(), float() and round() support for AccountingNone.
+  (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
+- Allow referencing subkpis by name by writing kpi_x.subkpi_y in
+  expressions.
+  (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
+- Add an option to control the display of the start/end dates in the
+  column headers. It is disabled by default (this is a change compared
+  to previous behaviour).
+  (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
+- Add evaluate method to mis.report. This is a simplified method to
+  evaluate kpis of a report over a time period, without creating a
+  mis.report.instance.
+  (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
 
 **Bugs**
 
--  In the style form, hide the "Hide always" checkbox when "Hide always
-   inherit" is checked, as for all other syle elements.
-   (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
+- In the style form, hide the "Hide always" checkbox when "Hide always
+  inherit" is checked, as for all other syle elements.
+  (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
 
 **Upgrading from 3.2 (breaking changes)**
 
@@ -455,32 +452,32 @@ analytic filters, the underlying model must now have an
 11.0.3.2.2 (2018-06-30)
 -----------------------
 
--  [FIX] Fix bug in company_default_get call returning id instead of
-   recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
--  [IMP] add "hide always" style property to make hidden KPI's (for KPI
-   that serve as basis for other formulas, but do not need to be
-   displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
+- [FIX] Fix bug in company_default_get call returning id instead of
+  recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
+- [IMP] add "hide always" style property to make hidden KPI's (for KPI
+  that serve as basis for other formulas, but do not need to be
+  displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
 
 11.0.3.2.1 (2018-05-29)
 -----------------------
 
--  [FIX] Missing comparison operator for AccountingNone leading to
-   errors in pbal computations
-   (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
+- [FIX] Missing comparison operator for AccountingNone leading to errors
+  in pbal computations
+  (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
 
 10.0.3.2.0 (2018-05-02)
 -----------------------
 
--  [FIX] make subkpi ordering deterministic
-   (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
--  [ADD] report instance level option to disable account expansion,
-   enabling the creation of detailed templates while deferring the
-   decision of rendering the details or not to the report instance
-   (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
--  [ADD] pbal and nbal accounting expressions, to sum positive and
-   negative balances respectively (ie ignoring accounts with negative,
-   resp positive balances)
-   (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
+- [FIX] make subkpi ordering deterministic
+  (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
+- [ADD] report instance level option to disable account expansion,
+  enabling the creation of detailed templates while deferring the
+  decision of rendering the details or not to the report instance
+  (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
+- [ADD] pbal and nbal accounting expressions, to sum positive and
+  negative balances respectively (ie ignoring accounts with negative,
+  resp positive balances)
+  (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
 
 11.0.3.1.2 (2018-02-04)
 -----------------------
@@ -493,125 +490,125 @@ Migration to Odoo 11. No new feature.
 
 New features:
 
--  [ADD] month and year relative periods, easier to use than date ranges
-   for the most common case.
-   (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
--  [ADD] multi-company consolidation support, with currency conversion
-   (the conversion rate date is the end of the reporting period)
-   (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
-   `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
--  [ADD] provide ref, datetime, dateutil, time, user in the evaluation
-   context of move line domains; among other things, this allows using
-   references to xml ids (such as account types or tax tags) when
-   querying move lines
-   (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
--  [ADD] extended account selectors: you can now select accounts using
-   any domain on account.account, not only account codes
-   ``balp[('account_type', '=', 'asset_receivable')]``
-   (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
--  [IMP] in the report instance configuration form, the filters are now
-   grouped in a notebook page, this improves readability and
-   extensibility
-   (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
+- [ADD] month and year relative periods, easier to use than date ranges
+  for the most common case.
+  (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
+- [ADD] multi-company consolidation support, with currency conversion
+  (the conversion rate date is the end of the reporting period)
+  (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
+  `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
+- [ADD] provide ref, datetime, dateutil, time, user in the evaluation
+  context of move line domains; among other things, this allows using
+  references to xml ids (such as account types or tax tags) when
+  querying move lines
+  (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
+- [ADD] extended account selectors: you can now select accounts using
+  any domain on account.account, not only account codes
+  ``balp[('account_type', '=', 'asset_receivable')]``
+  (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
+- [IMP] in the report instance configuration form, the filters are now
+  grouped in a notebook page, this improves readability and
+  extensibility
+  (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
 
 Bug fixes:
 
--  [FIX] fix error when saving periods in comparison mode on newly
-   created (not yet saved) report instances.
-   `#50 <https://github.com/OCA/mis-builder/pull/50>`__
--  [FIX] improve display of Base Date report instance view.
-   `#51 <https://github.com/OCA/mis-builder/pull/51>`__
+- [FIX] fix error when saving periods in comparison mode on newly
+  created (not yet saved) report instances.
+  `#50 <https://github.com/OCA/mis-builder/pull/50>`__
+- [FIX] improve display of Base Date report instance view.
+  `#51 <https://github.com/OCA/mis-builder/pull/51>`__
 
 Upgrading from 3.0 (breaking changes):
 
--  Alternative move line data sources must have a company_id field.
+- Alternative move line data sources must have a company_id field.
 
 10.0.3.0.4 (2017-10-14)
 -----------------------
 
 Bug fix:
 
--  [FIX] issue with initial balance rounding.
-   `#30 <https://github.com/OCA/mis-builder/issues/30>`__
+- [FIX] issue with initial balance rounding.
+  `#30 <https://github.com/OCA/mis-builder/issues/30>`__
 
 10.0.3.0.3 (2017-10-03)
 -----------------------
 
 Bug fix:
 
--  [FIX] fix error saving KPI on newly created reports.
-   `#18 <https://github.com/OCA/mis-builder/issues/18>`__
+- [FIX] fix error saving KPI on newly created reports.
+  `#18 <https://github.com/OCA/mis-builder/issues/18>`__
 
 10.0.3.0.2 (2017-10-01)
 -----------------------
 
 New features:
 
--  [ADD] Alternative move line source per report column. This makes mis
-   buidler accounting expressions work on any model that has debit,
-   credit, account_id and date fields. Provided you can expose, say,
-   committed purchases, or your budget as a view with debit, credit and
-   account_id, this opens up a lot of possibilities
--  [ADD] Comparison column source (more flexible than the previous, now
-   deprecated, comparison mechanism). CAVEAT: there is no automated
-   migration to the new mechanism.
--  [ADD] Sum column source, to create columns that add/subtract other
-   columns.
--  [ADD] mis.kpi.data abstract model as a basis for manual KPI values
-   supporting automatic ajustment to the reporting time period (the
-   basis for budget item, but could also server other purposes, such as
-   manually entering some KPI values, such as number of employee)
--  [ADD] mis_builder_budget module providing a new budget data source
--  [ADD] new "hide empty" style property
--  [IMP] new AEP method to get accounts involved in an expression (this
-   is useful to find which KPI relate to a given P&L acount, to
-   implement budget control)
--  [IMP] many UI improvements
--  [IMP] many code style improvements and some refactoring
--  [IMP] add the column date_from, date_to in expression evaluation
-   context, as well as time, datetime and dateutil modules
+- [ADD] Alternative move line source per report column. This makes mis
+  buidler accounting expressions work on any model that has debit,
+  credit, account_id and date fields. Provided you can expose, say,
+  committed purchases, or your budget as a view with debit, credit and
+  account_id, this opens up a lot of possibilities
+- [ADD] Comparison column source (more flexible than the previous, now
+  deprecated, comparison mechanism). CAVEAT: there is no automated
+  migration to the new mechanism.
+- [ADD] Sum column source, to create columns that add/subtract other
+  columns.
+- [ADD] mis.kpi.data abstract model as a basis for manual KPI values
+  supporting automatic ajustment to the reporting time period (the basis
+  for budget item, but could also server other purposes, such as
+  manually entering some KPI values, such as number of employee)
+- [ADD] mis_builder_budget module providing a new budget data source
+- [ADD] new "hide empty" style property
+- [IMP] new AEP method to get accounts involved in an expression (this
+  is useful to find which KPI relate to a given P&L acount, to implement
+  budget control)
+- [IMP] many UI improvements
+- [IMP] many code style improvements and some refactoring
+- [IMP] add the column date_from, date_to in expression evaluation
+  context, as well as time, datetime and dateutil modules
 
 Main bug fixes:
 
--  [FIX] deletion of templates and reports (cascade and retricts)
-   (https://github.com/OCA/account-financial-reporting/issues/281)
--  [FIX] copy of reports
-   (https://github.com/OCA/account-financial-reporting/issues/282)
--  [FIX] better error message when periods have wrong/missing dates
-   (https://github.com/OCA/account-financial-reporting/issues/283)
--  [FIX] xlsx export of string types KPI
-   (https://github.com/OCA/account-financial-reporting/issues/285)
--  [FIX] sorting of detail by account
--  [FIX] computation bug in detail by account when multiple accounting
-   expressions were used in a KPI
--  [FIX] permission issue when adding report to dashboard with non admin
-   user
+- [FIX] deletion of templates and reports (cascade and retricts)
+  (https://github.com/OCA/account-financial-reporting/issues/281)
+- [FIX] copy of reports
+  (https://github.com/OCA/account-financial-reporting/issues/282)
+- [FIX] better error message when periods have wrong/missing dates
+  (https://github.com/OCA/account-financial-reporting/issues/283)
+- [FIX] xlsx export of string types KPI
+  (https://github.com/OCA/account-financial-reporting/issues/285)
+- [FIX] sorting of detail by account
+- [FIX] computation bug in detail by account when multiple accounting
+  expressions were used in a KPI
+- [FIX] permission issue when adding report to dashboard with non admin
+  user
 
 10.0.2.0.3 (unreleased)
 -----------------------
 
--  [IMP] more robust behaviour in presence of missing expressions
--  [FIX] indent style
--  [FIX] local variable 'ctx' referenced before assignment when
-   generating reports with no objects
--  [IMP] use fontawesome icons
--  [MIG] migrate to 10.0
--  [FIX] unicode error when exporting to Excel
--  [IMP] provide full access to mis builder style for group Adviser.
+- [IMP] more robust behaviour in presence of missing expressions
+- [FIX] indent style
+- [FIX] local variable 'ctx' referenced before assignment when
+  generating reports with no objects
+- [IMP] use fontawesome icons
+- [MIG] migrate to 10.0
+- [FIX] unicode error when exporting to Excel
+- [IMP] provide full access to mis builder style for group Adviser.
 
 9.0.2.0.2 (2016-09-27)
 ----------------------
 
--  [IMP] Add refresh button in mis report preview.
--  [IMP] Widget code changes to allow to add fields in the widget more
-   easily.
+- [IMP] Add refresh button in mis report preview.
+- [IMP] Widget code changes to allow to add fields in the widget more
+  easily.
 
 9.0.2.0.1 (2016-05-26)
 ----------------------
 
--  [IMP] remove unused argument in declare_and_compute_period() for a
-   cleaner API. This is a breaking API changing merged in urgency before
-   it is used by other modules.
+- [IMP] remove unused argument in declare_and_compute_period() for a
+  cleaner API. This is a breaking API changing merged in urgency before
+  it is used by other modules.
 
 9.0.2.0.0 (2016-05-24)
 ----------------------
@@ -620,72 +617,71 @@ Part of the work for this release has been done at the Sorrento sprint
 April 26-29, 2016. The rest (ie a major refactoring) has been done in
 the weeks after.
 
--  [IMP] hide button box in edit mode on the report instance settings
-   form
--  [FIX] Fix sum aggregation of non-stored fields
-   (https://github.com/OCA/account-financial-reporting/issues/178)
--  [IMP] There is now a default style at the report level
--  [CHG] Number display properties (rounding, prefix, suffix, factor)
-   are now defined in styles
--  [CHG] Percentage difference are rounded to 1 digit instead of the
-   kpi's rounding, as the KPI rounding does not make sense in this case
--  [CHG] The divider suffix (k, M, etc) is not inserted automatically
-   anymore because it is inconsistent when working with prefixes; you
-   need to add it manually in the suffix
--  [IMP] AccountingExpressionProcessor now supports 'balu' expressions
-   to obtain the unallocated profit/loss of previous fiscal years;
-   get_unallocated_pl is the corresponding convenience method
--  [IMP] AccountingExpressionProcessor now has easy methods to obtain
-   balances by account: get_balances_initial, get_balances_end,
-   get_balances_variation
--  [IMP] there is now an auto-expand feature to automatically display a
-   detail by account for selected kpis
--  [IMP] the kpi and period lists are now manipulated through forms
-   instead of directly in the tree views
--  [IMP] it is now possible to create a report through a wizard, such
-   reports are deemed temporary and available through a "Last Reports
-   Generated" menu, they are garbaged collected automatically, unless
-   saved permanently, which can be done using a Save button
--  [IMP] there is now a beginner mode to configure simple reports with
-   only one period
--  [IMP] it is now easier to configure periods with fixed start/end
-   dates
--  [IMP] the new sub-kpi mechanism allows the creation of columns with
-   multiple values, or columns with different values
--  [IMP] thanks to the new style model, the Excel export is now styled
--  [IMP] a new style model is now used to centralize style configuration
--  [FIX] use =like instead of like to search for accounts, because the %
-   are added by the user in the expressions
--  [FIX] Correctly compute the initial balance of income and expense
-   account based on the start of the fiscal year
--  [IMP] Support date ranges (from OCA/server-tools/date_range) as a
-   more flexible alternative to fiscal periods
--  v9 migration: fiscal periods are removed, account charts are removed,
-   consolidation accounts have been removed
+- [IMP] hide button box in edit mode on the report instance settings
+  form
+- [FIX] Fix sum aggregation of non-stored fields
+  (https://github.com/OCA/account-financial-reporting/issues/178)
+- [IMP] There is now a default style at the report level
+- [CHG] Number display properties (rounding, prefix, suffix, factor) are
+  now defined in styles
+- [CHG] Percentage difference are rounded to 1 digit instead of the
+  kpi's rounding, as the KPI rounding does not make sense in this case
+- [CHG] The divider suffix (k, M, etc) is not inserted automatically
+  anymore because it is inconsistent when working with prefixes; you
+  need to add it manually in the suffix
+- [IMP] AccountingExpressionProcessor now supports 'balu' expressions to
+  obtain the unallocated profit/loss of previous fiscal years;
+  get_unallocated_pl is the corresponding convenience method
+- [IMP] AccountingExpressionProcessor now has easy methods to obtain
+  balances by account: get_balances_initial, get_balances_end,
+  get_balances_variation
+- [IMP] there is now an auto-expand feature to automatically display a
+  detail by account for selected kpis
+- [IMP] the kpi and period lists are now manipulated through forms
+  instead of directly in the tree views
+- [IMP] it is now possible to create a report through a wizard, such
+  reports are deemed temporary and available through a "Last Reports
+  Generated" menu, they are garbaged collected automatically, unless
+  saved permanently, which can be done using a Save button
+- [IMP] there is now a beginner mode to configure simple reports with
+  only one period
+- [IMP] it is now easier to configure periods with fixed start/end dates
+- [IMP] the new sub-kpi mechanism allows the creation of columns with
+  multiple values, or columns with different values
+- [IMP] thanks to the new style model, the Excel export is now styled
+- [IMP] a new style model is now used to centralize style configuration
+- [FIX] use =like instead of like to search for accounts, because the %
+  are added by the user in the expressions
+- [FIX] Correctly compute the initial balance of income and expense
+  account based on the start of the fiscal year
+- [IMP] Support date ranges (from OCA/server-tools/date_range) as a more
+  flexible alternative to fiscal periods
+- v9 migration: fiscal periods are removed, account charts are removed,
+  consolidation accounts have been removed
 
 8.0.1.0.0 (2016-04-27)
 ----------------------
 
--  The copy of a MIS Report Instance now copies period.
-   https://github.com/OCA/account-financial-reporting/pull/181
--  The copy of a MIS Report Template now copies KPIs and queries.
-   https://github.com/OCA/account-financial-reporting/pull/177
--  Usability: the default view for MIS Report instances is now the
-   rendered preview, and the settings are accessible through a gear icon
-   in the list view and a button in the preview.
-   https://github.com/OCA/account-financial-reporting/pull/170
--  Display blank cells instead of 0.0 when there is no data.
-   https://github.com/OCA/account-financial-reporting/pull/169
--  Usability: better layout of the MIS Report periods settings on small
-   screens. https://github.com/OCA/account-financial-reporting/pull/167
--  Include the download buttons inside the MIS Builder widget, and
-   refactor the widget to open the door to analytic filtering in the
-   previews. https://github.com/OCA/account-financial-reporting/pull/151
--  Add KPI rendering prefixes (so you can print $ in front of the
-   value). https://github.com/OCA/account-financial-reporting/pull/158
--  Add hooks for analytic filtering.
-   https://github.com/OCA/account-financial-reporting/pull/128
-   https://github.com/OCA/account-financial-reporting/pull/131
+- The copy of a MIS Report Instance now copies period.
+  https://github.com/OCA/account-financial-reporting/pull/181
+- The copy of a MIS Report Template now copies KPIs and queries.
+  https://github.com/OCA/account-financial-reporting/pull/177
+- Usability: the default view for MIS Report instances is now the
+  rendered preview, and the settings are accessible through a gear icon
+  in the list view and a button in the preview.
+  https://github.com/OCA/account-financial-reporting/pull/170
+- Display blank cells instead of 0.0 when there is no data.
+  https://github.com/OCA/account-financial-reporting/pull/169
+- Usability: better layout of the MIS Report periods settings on small
+  screens. https://github.com/OCA/account-financial-reporting/pull/167
+- Include the download buttons inside the MIS Builder widget, and
+  refactor the widget to open the door to analytic filtering in the
+  previews. https://github.com/OCA/account-financial-reporting/pull/151
+- Add KPI rendering prefixes (so you can print $ in front of the value).
+  https://github.com/OCA/account-financial-reporting/pull/158
+- Add hooks for analytic filtering.
+  https://github.com/OCA/account-financial-reporting/pull/128
+  https://github.com/OCA/account-financial-reporting/pull/131
 
 8.0.0.2.0
 ---------
@@ -713,35 +709,35 @@ Authors
 Contributors
 ------------
 
--  Stéphane Bidoul <stephane.bidoul@acsone.eu>
--  Laetitia Gangloff <laetitia.gangloff@acsone.eu>
--  Adrien Peiffer <adrien.peiffer@acsone.eu>
--  Alexis de Lattre <alexis.delattre@akretion.com>
--  Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
--  Jordi Ballester <jordi.ballester@eficent.com>
--  Thomas Binsfeld <thomas.binsfeld@gmail.com>
--  Giovanni Capalbo <giovanni@therp.nl>
--  Marco Calcagni <mcalcagni@dinamicheaziendali.it>
--  Sébastien Beau <sebastien.beau@akretion.com>
--  Laurent Mignon <laurent.mignon@acsone.eu>
--  Luc De Meyer <luc.demeyer@noviat.com>
--  Benjamin Willig <benjamin.willig@acsone.eu>
--  Martronic SA <info@martronic.ch>
--  nicomacr <nmr@adhoc.com.ar>
--  Juan Jose Scarafia <jjs@adhoc.com.ar>
--  Richard deMeester <richard@willowit.com.au>
--  Eric Caudal <eric.caudal@elico-corp.com>
--  Andrea Stirpe <a.stirpe@onestein.nl>
--  Maxence Groine <mgroine@fiefmanage.ch>
--  Arnaud Pineux <arnaud.pineux@acsone.eu>
--  Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
--  Pedro M. Baeza <pedro.baeza@tecnativa.com>
--  Alexey Pelykh <alexey.pelykh@corphub.eu>
--  Jairo Llopis (https://www.moduon.team/)
--  Dzung Tran <dungtd@trobz.com>
--  Hoang Diep <hoang@trobz.com>
--  Miquel Pascual <mpascual@apsl.net>
--  Antoni Marroig <amarroig@apsl.net>
+- Stéphane Bidoul <stephane.bidoul@acsone.eu>
+- Laetitia Gangloff <laetitia.gangloff@acsone.eu>
+- Adrien Peiffer <adrien.peiffer@acsone.eu>
+- Alexis de Lattre <alexis.delattre@akretion.com>
+- Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
+- Jordi Ballester <jordi.ballester@eficent.com>
+- Thomas Binsfeld <thomas.binsfeld@gmail.com>
+- Giovanni Capalbo <giovanni@therp.nl>
+- Marco Calcagni <mcalcagni@dinamicheaziendali.it>
+- Sébastien Beau <sebastien.beau@akretion.com>
+- Laurent Mignon <laurent.mignon@acsone.eu>
+- Luc De Meyer <luc.demeyer@noviat.com>
+- Benjamin Willig <benjamin.willig@acsone.eu>
+- Martronic SA <info@martronic.ch>
+- nicomacr <nmr@adhoc.com.ar>
+- Juan Jose Scarafia <jjs@adhoc.com.ar>
+- Richard deMeester <richard@willowit.com.au>
+- Eric Caudal <eric.caudal@elico-corp.com>
+- Andrea Stirpe <a.stirpe@onestein.nl>
+- Maxence Groine <mgroine@fiefmanage.ch>
+- Arnaud Pineux <arnaud.pineux@acsone.eu>
+- Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
+- Pedro M. Baeza <pedro.baeza@tecnativa.com>
+- Alexey Pelykh <alexey.pelykh@corphub.eu>
+- Jairo Llopis (https://www.moduon.team/)
+- Dzung Tran <dungtd@trobz.com>
+- Hoang Diep <hoang@trobz.com>
+- Miquel Pascual <mpascual@apsl.net>
+- Antoni Marroig <amarroig@apsl.net>
 
 Maintainers
 -----------