odoo-addon-mis-builder 17.0.1.0.4.1__py3-none-any.whl → 17.0.1.1.0__py3-none-any.whl

odoo/addons/mis_builder/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     "name": "MIS Builder",
-    "version": "17.0.1.0.4",
+    "version": "17.0.1.1.0",
     "category": "Reporting",
     "summary": """
         Build 'Management Information System' Reports and Dashboards

odoo/addons/mis_builder/i18n/mis_builder.pot

@@ -1433,6 +1433,11 @@ msgstr ""
 msgid "Style name"
 msgstr ""
 
+#. module: mis_builder
+#: model:ir.model.constraint,message:mis_builder.constraint_mis_report_style_style_name_uniq
+msgid "Style name should be unique"
+msgstr ""
+
 #. module: mis_builder
 #: model:ir.model.fields,field_description:mis_builder.field_mis_report__subkpi_ids
 msgid "Sub KPI"

odoo/addons/mis_builder/models/mis_report_style.py

@@ -84,7 +84,6 @@ class MisReportKpiStyle(models.Model):
     }
 
     # style name
-    # TODO enforce uniqueness
     name = fields.Char(string="Style name", required=True)
 
     # color
@@ -133,6 +132,10 @@ class MisReportKpiStyle(models.Model):
     hide_always_inherit = fields.Boolean(default=True)
     hide_always = fields.Boolean(default=False)
 
+    _sql_constraints = [
+        ("style_name_uniq", "unique(name)", "Style name should be unique")
+    ]
+
     @api.model
     def merge(self, styles):
         """Merge several styles, giving priority to the last.

odoo/addons/mis_builder/static/description/index.html

@@ -367,7 +367,7 @@ ul.auto-toc {
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
+!! source digest: sha256:15b809694d0df33ce04aec8e8ed16625a3442496a11aa63c0da77e303caf1abc
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/mis-builder/tree/17.0/mis_builder"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module allows you to build Management Information Systems
@@ -454,8 +454,8 @@ time independent.</li>
 <p><img alt="image1" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png" /></p>
 <ul class="simple">
 <li>Then in Accounting &gt; Reports &gt; MIS Reporting &gt; MIS Reports you can
-create report instance by binding the templates to time periods,
-hence defining the columns of your reports.</li>
+create report instance by binding the templates to time periods, hence
+defining the columns of your reports.</li>
 </ul>
 <p><img alt="image2" src="https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png" /></p>
 <ul class="simple">
@@ -515,8 +515,8 @@ without admin rights.
 <h2><a class="toc-backref" href="#toc-entry-10">16.0.5.1.0 (2023-04-04)</a></h2>
 <p><strong>Features</strong></p>
 <ul class="simple">
-<li>Improve UX by adding the option to edit the pivot date directly on
-the view.</li>
+<li>Improve UX by adding the option to edit the pivot date directly on the
+view.</li>
 </ul>
 </div>
 <div class="section" id="section-5">
@@ -536,19 +536,18 @@ security. This also makes the menu discoverable to new users.</li>
 <tt class="docutils literal">analytic_distribution</tt> mechanism is not compatible; support may
 be introduced in separate module, depending on use cases.</li>
 <li>Abandon the <tt class="docutils literal">mis_report_filters</tt> context key which had security
-implication. It is replaced by a <tt class="docutils literal">mis_analytic_domain</tt> context
-key which is ANDed with other report-defined filters.
+implication. It is replaced by a <tt class="docutils literal">mis_analytic_domain</tt> context key
+which is ANDed with other report-defined filters.
 (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/472">#472</a>)</li>
 <li>Rename the <tt class="docutils literal">get_filter_descriptions_from_context</tt> method to
 <tt class="docutils literal">get_filter_descriptions</tt>. This method may be overridden to
-provide additional subtitles on the PDF or XLS report,
-representing user-selected filters.</li>
+provide additional subtitles on the PDF or XLS report, representing
+user-selected filters.</li>
 <li>The <tt class="docutils literal">hide_analytic_filters</tt> has been replaced by
 <tt class="docutils literal">widget_show_filters</tt>.</li>
 <li>The visibility of the settings button on the widget is now
-controlled by a <tt class="docutils literal">show_settings_button</tt>. Before it was visible
-only for the <tt class="docutils literal">account_user</tt> group but this was not flexible
-enough.</li>
+controlled by a <tt class="docutils literal">show_settings_button</tt>. Before it was visible only
+for the <tt class="docutils literal">account_user</tt> group but this was not flexible enough.</li>
 <li>The widget configuration settings are now grouped in a dedicated
 <tt class="docutils literal">Widget</tt> tab in the report configuration form.</li>
 </ul>
@@ -580,8 +579,8 @@ enough.</li>
 <h2><a class="toc-backref" href="#toc-entry-14">15.0.4.0.2 (2022-02-16)</a></h2>
 <p><strong>Bugfixes</strong></p>
 <ul class="simple">
-<li>Fix access right issue when clicking the “Save” button on a MIS
-Report Instance form.
+<li>Fix access right issue when clicking the “Save” button on a MIS Report
+Instance form.
 (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/410">#410</a>)</li>
 </ul>
 </div>
@@ -595,8 +594,8 @@ Report Instance form.
 <p><strong>Bugfixes</strong></p>
 <ul>
 <li><p class="first">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
+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.
 (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/327">#327</a>)</p>
 </li>
@@ -605,10 +604,9 @@ propagated correctly.
 (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/375">#375</a>)</p>
 </li>
 <li><p class="first">Use the <tt class="docutils literal">parent_state</tt> field of <tt class="docutils literal">account.move.line</tt> to filter
-entries in <tt class="docutils literal">posted</tt> and <tt class="docutils literal">draft</tt> 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.+.</p>
+entries in <tt class="docutils literal">posted</tt> and <tt class="docutils literal">draft</tt> 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.+.</p>
 <p>This change also contains a <strong>breaking change</strong> in the internal API.
 For quite a while the <tt class="docutils literal">target_move argument</tt> of AEP and other
 methods was not used by MIS Builder itself and was kept for backward
@@ -622,9 +620,9 @@ use <tt class="docutils literal">parent_state</tt>, we now remove this argument.
 <h2><a class="toc-backref" href="#toc-entry-16">14.0.3.6.7 (2021-06-02)</a></h2>
 <p><strong>Bugfixes</strong></p>
 <ul class="simple">
-<li>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
+<li>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.
@@ -691,8 +689,7 @@ accounting features” right when previewing a report.
 <p><strong>Bugfixes</strong></p>
 <ul class="simple">
 <li>Fix <tt class="docutils literal">TypeError: 'module' object is not iterable</tt> when using budgets
-by account.
-(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/276">#276</a>)</li>
+by account. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/276">#276</a>)</li>
 </ul>
 </div>
 <div class="section" id="section-17">
@@ -736,22 +733,22 @@ alternative data sources can more easily customize their data source.
 <li>Support analytic tag filters in the backend view and preview widget.
 Selecting several tags in the filter means filtering on move lines
 which have <em>all</em> 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.
+use case of using tags for different dimensions. The filter also makes
+a AND with the analytic account filter.
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/228">#228</a>)</li>
 <li>Display company in account details rows in multi-company mode.
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/242">#242</a>)</li>
 </ul>
 <p><strong>Bugfixes</strong></p>
 <ul class="simple">
-<li>Propagate context to xlsx report, so the analytic account filter
-works when exporting to xslx too. This also requires a fix to
+<li>Propagate context to xlsx report, so the analytic account filter works
+when exporting to xslx too. This also requires a fix to
 <tt class="docutils literal">report_xlsx</tt> (see
 <a class="reference external" href="https://github.com/OCA/reporting-engine/pull/259">https://github.com/OCA/reporting-engine/pull/259</a>).
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/178">#178</a>)</li>
-<li>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.
+<li>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.
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/219">#219</a>)</li>
 <li>In Excel export, keep the percentage point suffix (pp) instead of
 replacing it with %.
@@ -764,8 +761,8 @@ replacing it with %.
 <ul class="simple">
 <li>New year-to-date mode for defining periods.
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/165">#165</a>)</li>
-<li>Add support for move lines with negative debit or credit. Used by
-some for storno accounting. Not officially supported.
+<li>Add support for move lines with negative debit or credit. Used by some
+for storno accounting. Not officially supported.
 (<a class="reference external" href="https://github.com/oca/mis-builder/issues/175">#175</a>)</li>
 <li>In Excel export, use a number format with thousands separator. The
 specific separator used depends on the Excel configuration (eg
@@ -847,8 +844,8 @@ displayed). (<a class="reference external" href="https://github.com/OCA/mis-buil
 <div class="section" id="section-23">
 <h2><a class="toc-backref" href="#toc-entry-29">11.0.3.2.1 (2018-05-29)</a></h2>
 <ul class="simple">
-<li>[FIX] Missing comparison operator for AccountingNone leading to
-errors in pbal computations
+<li>[FIX] Missing comparison operator for AccountingNone leading to errors
+in pbal computations
 (<a class="reference external" href="https://github.com/OCA/mis-builder/issue/93">#93</a>)</li>
 </ul>
 </div>
@@ -941,14 +938,14 @@ migration to the new mechanism.</li>
 <li>[ADD] Sum column source, to create columns that add/subtract other
 columns.</li>
 <li>[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
+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)</li>
 <li>[ADD] mis_builder_budget module providing a new budget data source</li>
 <li>[ADD] new “hide empty” style property</li>
 <li>[IMP] new AEP method to get accounts involved in an expression (this
-is useful to find which KPI relate to a given P&amp;L acount, to
-implement budget control)</li>
+is useful to find which KPI relate to a given P&amp;L acount, to implement
+budget control)</li>
 <li>[IMP] many UI improvements</li>
 <li>[IMP] many code style improvements and some refactoring</li>
 <li>[IMP] add the column date_from, date_to in expression evaluation
@@ -1011,15 +1008,15 @@ form</li>
 <li>[FIX] Fix sum aggregation of non-stored fields
 (<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/178">https://github.com/OCA/account-financial-reporting/issues/178</a>)</li>
 <li>[IMP] There is now a default style at the report level</li>
-<li>[CHG] Number display properties (rounding, prefix, suffix, factor)
-are now defined in styles</li>
+<li>[CHG] Number display properties (rounding, prefix, suffix, factor) are
+now defined in styles</li>
 <li>[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</li>
 <li>[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</li>
-<li>[IMP] AccountingExpressionProcessor now supports ‘balu’ expressions
-to obtain the unallocated profit/loss of previous fiscal years;
+<li>[IMP] AccountingExpressionProcessor now supports ‘balu’ expressions to
+obtain the unallocated profit/loss of previous fiscal years;
 get_unallocated_pl is the corresponding convenience method</li>
 <li>[IMP] AccountingExpressionProcessor now has easy methods to obtain
 balances by account: get_balances_initial, get_balances_end,
@@ -1034,8 +1031,7 @@ Generated” menu, they are garbaged collected automatically, unless
 saved permanently, which can be done using a Save button</li>
 <li>[IMP] there is now a beginner mode to configure simple reports with
 only one period</li>
-<li>[IMP] it is now easier to configure periods with fixed start/end
-dates</li>
+<li>[IMP] it is now easier to configure periods with fixed start/end dates</li>
 <li>[IMP] the new sub-kpi mechanism allows the creation of columns with
 multiple values, or columns with different values</li>
 <li>[IMP] thanks to the new style model, the Excel export is now styled</li>
@@ -1044,8 +1040,8 @@ multiple values, or columns with different values</li>
 are added by the user in the expressions</li>
 <li>[FIX] Correctly compute the initial balance of income and expense
 account based on the start of the fiscal year</li>
-<li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a
-more flexible alternative to fiscal periods</li>
+<li>[IMP] Support date ranges (from OCA/server-tools/date_range) as a more
+flexible alternative to fiscal periods</li>
 <li>v9 migration: fiscal periods are removed, account charts are removed,
 consolidation accounts have been removed</li>
 </ul>
@@ -1068,8 +1064,8 @@ screens. <a class="reference external" href="https://github.com/OCA/account-fina
 <li>Include the download buttons inside the MIS Builder widget, and
 refactor the widget to open the door to analytic filtering in the
 previews. <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/151">https://github.com/OCA/account-financial-reporting/pull/151</a></li>
-<li>Add KPI rendering prefixes (so you can print $ in front of the
-value). <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/158">https://github.com/OCA/account-financial-reporting/pull/158</a></li>
+<li>Add KPI rendering prefixes (so you can print $ in front of the value).
+<a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/158">https://github.com/OCA/account-financial-reporting/pull/158</a></li>
 <li>Add hooks for analytic filtering.
 <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/128">https://github.com/OCA/account-financial-reporting/pull/128</a>
 <a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/131">https://github.com/OCA/account-financial-reporting/pull/131</a></li>

odoo/addons/mis_builder/tests/test_data_sources.py

@@ -35,6 +35,14 @@ class TestMisReportInstanceDataSources(common.TransactionCase):
         move._post()
         return move
 
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        # Perform the tests with a brand new company to avoid intrusive data from other
+        # modules added to the default company
+        cls.company = cls.env["res.company"].create({"name": "Company Test"})
+        cls.env.user.company_id = cls.company
+
     def setUp(self):
         super().setUp()
         self.account_model = self.env["account.account"]