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

odoo_addon_mis_builder-17.0.1.1.0.dist-info/METADATA

@@ -0,0 +1,783 @@
+Metadata-Version: 2.1
+Name: odoo-addon-mis_builder
+Version: 17.0.1.1.0
+Requires-Python: >=3.10
+Requires-Dist: odoo-addon-date_range>=17.0dev,<17.1dev
+Requires-Dist: odoo-addon-report_xlsx>=17.0dev,<17.1dev
+Requires-Dist: odoo>=17.0a,<17.1dev
+Summary: Build 'Management Information System' Reports and Dashboards
+Home-page: https://github.com/OCA/mis-builder
+License: AGPL-3
+Author: ACSONE SA/NV, Odoo Community Association (OCA)
+Author-email: support@odoo-community.org
+Classifier: Programming Language :: Python
+Classifier: Framework :: Odoo
+Classifier: Framework :: Odoo :: 17.0
+Classifier: License :: OSI Approved :: GNU Affero General Public License v3
+Classifier: Development Status :: 5 - Production/Stable
+
+===========
+MIS Builder
+===========
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
+    :target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder
+    :alt: OCA/mis-builder
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows you to build Management Information Systems
+dashboards. Such style of reports presents KPI in rows and time periods
+in columns. Reports mainly fetch data from account moves, but can also
+combine data coming from arbitrary Odoo models. Reports can be exported
+to PDF, Excel and they can be added to Odoo dashboards.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+Your preferred way to install addons will work with MIS Builder.
+
+An easy way to install it with all its dependencies is using pip:
+
+- ``pip install --pre odoo12-addon-mis_builder``
+- then restart Odoo, update the addons list in your database, and
+  install the MIS Builder application.
+
+Usage
+=====
+
+To configure this module, you need to:
+
+- Go to Accounting > Configuration > MIS Reporting > MIS Report
+  Templates where you can create report templates by defining KPI's.
+  KPI's constitute the rows of your reports. Such report templates are
+  time independent.
+
+|image1|
+
+- Then in Accounting > Reports > MIS Reporting > MIS Reports you can
+  create report instance by binding the templates to time periods, hence
+  defining the columns of your reports.
+
+|image2|
+
+- From the MIS Reports view, you can preview the report, add it to and
+  Odoo dashboard, and export it to PDF or Excel.
+
+|image3|
+
+.. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
+.. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
+.. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
+
+Development
+===========
+
+A typical extension is to provide a mechanism to filter reports on
+analytic dimensions or operational units. To implement this, you can
+override \_get_additional_move_line_filter and \_get_additional_filter
+to further filter move lines or queries based on a user selection. A
+typical use case could be to add an analytic account field on
+mis.report.instance, or even on mis.report.instance.period if you want
+different columns to show different analytic accounts.
+
+Known issues / Roadmap
+======================
+
+The mis_builder
+`roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
+and `known
+issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
+can be found on GitHub.
+
+Changelog
+=========
+
+17.0.1.0.2 (2024-11-11)
+-----------------------
+
+Features
+~~~~~~~~
+
+- 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>`__)
+
+16.0.5.1.8 (2024-02-08)
+-----------------------
+
+**Bugfixes**
+
+- Resolve a permission issue when creating report periods with a user
+  without admin rights.
+  (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
+
+16.0.5.1.0 (2023-04-04)
+-----------------------
+
+**Features**
+
+- Improve UX by adding the option to edit the pivot date directly on the
+  view.
+
+16.0.5.0.0 (2023-04-01)
+-----------------------
+
+**Features**
+
+- Migration to 16.0
+
+  - Addition of a generic filter domain on reports and columns.
+  - Addition of a search bar to the widget. The corresponding search
+    view is configurable per report.
+  - Huge improvement of the widget style. This was long overdue.
+  - Make the MIS Report menu accessible to the Billing Administrator
+    group (instead of the hidden Show Full Accounting Features), to
+    align with the access rules and avoid giving a false sense of
+    security. This also makes the menu discoverable to new users.
+  - Removal of analytic fetures because the upstream
+    ``analytic_distribution`` mechanism is not compatible; support may
+    be introduced in separate module, depending on use cases.
+  - Abandon the ``mis_report_filters`` context key which had security
+    implication. It is replaced by a ``mis_analytic_domain`` context key
+    which is ANDed with other report-defined filters.
+    (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
+  - Rename the ``get_filter_descriptions_from_context`` method to
+    ``get_filter_descriptions``. This method may be overridden to
+    provide additional subtitles on the PDF or XLS report, representing
+    user-selected filters.
+  - The ``hide_analytic_filters`` has been replaced by
+    ``widget_show_filters``.
+  - The visibility of the settings button on the widget is now
+    controlled by a ``show_settings_button``. Before it was visible only
+    for the ``account_user`` group but this was not flexible enough.
+  - The widget configuration settings are now grouped in a dedicated
+    ``Widget`` tab in the report configuration form.
+
+**Bugfixes**
+
+- Fix access error when previewing or printing report.
+  (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
+
+15.0.4.0.5 (2022-07-19)
+-----------------------
+
+**Bugfixes**
+
+- Support users without timezone.
+  (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
+
+15.0.4.0.4 (2022-07-19)
+-----------------------
+
+**Bugfixes**
+
+- Allow deleting a report that has subreports.
+  (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
+
+15.0.4.0.2 (2022-02-16)
+-----------------------
+
+**Bugfixes**
+
+- Fix access right issue when clicking the "Save" button on a MIS Report
+  Instance form.
+  (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
+
+14.0.4.0.0 (2022-01-08)
+-----------------------
+
+**Features**
+
+- Remove various field size limits.
+  (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
+
+**Bugfixes**
+
+- Support for the Odoo 13+ multi-company model. In multi-company mode,
+  several allowed companies can be declared on MIS Report instances, and
+  the report operates on the intersection of report companies and
+  companies selected in the user context.
+  (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
+
+- The ``get_additional_query_filter`` argument of ``evaluate()`` is now
+  propagated correctly.
+  (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
+
+- Use the ``parent_state`` field of ``account.move.line`` to filter
+  entries in ``posted`` and ``draft`` state only. Before, when reporting
+  in draft mode, all entries were used (i.e. there was no filter), and
+  that started including the cancelled entries/invoices in Odoo 13.+.
+
+  This change also contains a **breaking change** in the internal API.
+  For quite a while the ``target_move argument`` of AEP and other
+  methods was not used by MIS Builder itself and was kept for backward
+  compatibility. To avoid rippling effects of the necessary change to
+  use ``parent_state``, we now remove this argument.
+  (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
+
+14.0.3.6.7 (2021-06-02)
+-----------------------
+
+**Bugfixes**
+
+- When on a MIS Report Instance, if you wanted to generate a new line of
+  type comparison, you couldn't currently select any existing period to
+  compare. This happened because the field domain was searching in a
+  NewId context, thus not finding a correct period. Changing the domain
+  and making it use a computed field with a search for the \_origin
+  record solves the problem.
+  (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
+
+14.0.3.6.6 (2021-04-23)
+-----------------------
+
+**Bugfixes**
+
+- Fix drilldown action name when the account model has been customized.
+  (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
+
+14.0.3.6.5 (2021-04-23)
+-----------------------
+
+**Bugfixes**
+
+- While duplicating a MIS report instance, comparison columns are
+  ignored because they would raise an error otherwise, as they keep the
+  old source_cmpcol_from_id and source_cmpcol_to_id from the original
+  record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
+
+14.0.3.6.4 (2021-04-06)
+-----------------------
+
+**Features**
+
+- The drilldown action name displayed on the breadcrumb has been
+  revised. The kpi description and the account ``display_name`` are
+  shown instead of the kpi's technical definition.
+  (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
+- Add analytic group filters on report instance, periods and in the
+  interactive view.
+  (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
+
+13.0.3.6.3 (2020-08-28)
+-----------------------
+
+**Bugfixes**
+
+- Having a "Compare columns" added on a KPI with an associated style
+  using a Factor/Divider did lead to the said factor being applied on
+  the percentages when exporting to XLSX.
+  (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
+
+**Misc**
+
+- `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
+  `#296 <https://github.com/OCA/mis-builder/issues/296>`__
+
+13.0.3.6.2 (2020-04-22)
+-----------------------
+
+**Bugfixes**
+
+- The "Settings" button is now displayed for users with the "Show full
+  accounting features" right when previewing a report.
+  (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
+
+13.0.3.6.1 (2020-04-22)
+-----------------------
+
+**Bugfixes**
+
+- Fix ``TypeError: 'module' object is not iterable`` when using budgets
+  by account. (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
+
+13.0.3.6.0 (2020-03-28)
+-----------------------
+
+**Features**
+
+- Add column-level filters on analytic account and analytic tags. These
+  filters are combined with a AND with the report-level filters and
+  cannot be modified in the preview.
+  (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
+- Access to KPI from other reports in KPI expressions, aka subreports.
+  In a report template, one can list named "subreports" (other report
+  templates). When evaluating expressions, you can access KPI's of
+  subreports with a dot-prefix notation. Example: you can define a MIS
+  Report for a "Balance Sheet", and then have another MIS Report
+  "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
+  create new KPI's for the ratios (e.g. balance_sheet.current_assets /
+  balance_sheet.total_assets).
+  (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
+
+13.0.3.5.0 (2020-01-??)
+-----------------------
+
+Migration to odoo 13.0.
+
+12.0.3.5.0 (2019-10-26)
+-----------------------
+
+**Features**
+
+- The ``account_id`` field of the model selected in 'Move lines source'
+  in the Period form can now be a Many2one relationship with any model
+  that has a ``code`` field (not only with ``account.account`` model).
+  To this end, the model to be used for Actuals move lines can be
+  configured on the report template. It can be something else than move
+  lines and the only constraint is that its ``account_id`` field has a
+  ``code`` field.
+  (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
+- Add ``source_aml_model_name`` field so extension modules providing
+  alternative data sources can more easily customize their data source.
+  (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
+- Support analytic tag filters in the backend view and preview widget.
+  Selecting several tags in the filter means filtering on move lines
+  which have *all* these tags set. This is to support the most common
+  use case of using tags for different dimensions. The filter also makes
+  a AND with the analytic account filter.
+  (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
+- Display company in account details rows in multi-company mode.
+  (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
+
+**Bugfixes**
+
+- Propagate context to xlsx report, so the analytic account filter works
+  when exporting to xslx too. This also requires a fix to
+  ``report_xlsx`` (see
+  https://github.com/OCA/reporting-engine/pull/259).
+  (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
+- In columns of type Sum, preserve styles for KPIs that are not summable
+  (eg percentage values). Before this fix, such cells were displayed
+  without style.
+  (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
+- In Excel export, keep the percentage point suffix (pp) instead of
+  replacing it with %.
+  (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
+
+12.0.3.4.0 (2019-07-09)
+-----------------------
+
+**Features**
+
+- New year-to-date mode for defining periods.
+  (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
+- Add support for move lines with negative debit or credit. Used by some
+  for storno accounting. Not officially supported.
+  (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
+- In Excel export, use a number format with thousands separator. The
+  specific separator used depends on the Excel configuration (eg
+  regional settings).
+  (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
+- Add generation date/time at the end of the XLS export.
+  (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
+- In presence of Sub KPIs, report more informative user errors when
+  non-multi expressions yield tuples of incorrect lenght.
+  (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
+
+**Bugfixes**
+
+- Fix rendering of percentage types in Excel export.
+  (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
+
+12.0.3.3.0 (2019-01-26)
+-----------------------
+
+**Features**
+
+*Dynamic analytic filters in report preview are not yet available in 11,
+this requires an update to the JS widget that proved difficult to
+implement so far. Help welcome.*
+
+- Analytic account filters. On a report, an analytic account can be
+  selected for filtering. The filter will be applied to move lines
+  queries. A filter box is also available in the widget to let the user
+  select the analytic account during report preview.
+  (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
+- Control visibility of analytic filter combo box in widget. This is
+  useful to hide the analytic filters on reports where they do not make
+  sense, such as balance sheet reports.
+  (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
+- Display analytic filters in the header of exported pdf and xls.
+  (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
+- Replace the last old gtk icons with fontawesome icons.
+  (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
+- Use active_test=False in AEP queries. This is important for reports
+  involving inactive taxes. This should not negatively effect existing
+  reports, because an accounting report must take into account all
+  existing move lines even if they reference objects such as taxes,
+  journals, accounts types that have been deactivated since their
+  creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
+- int(), float() and round() support for AccountingNone.
+  (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
+- Allow referencing subkpis by name by writing kpi_x.subkpi_y in
+  expressions.
+  (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
+- Add an option to control the display of the start/end dates in the
+  column headers. It is disabled by default (this is a change compared
+  to previous behaviour).
+  (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
+- Add evaluate method to mis.report. This is a simplified method to
+  evaluate kpis of a report over a time period, without creating a
+  mis.report.instance.
+  (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
+
+**Bugs**
+
+- In the style form, hide the "Hide always" checkbox when "Hide always
+  inherit" is checked, as for all other syle elements.
+  (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
+
+**Upgrading from 3.2 (breaking changes)**
+
+If you use ``Actuals (alternative)`` data source in combination with
+analytic filters, the underlying model must now have an
+``analytic_account_id`` field.
+
+11.0.3.2.2 (2018-06-30)
+-----------------------
+
+- [FIX] Fix bug in company_default_get call returning id instead of
+  recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
+- [IMP] add "hide always" style property to make hidden KPI's (for KPI
+  that serve as basis for other formulas, but do not need to be
+  displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
+
+11.0.3.2.1 (2018-05-29)
+-----------------------
+
+- [FIX] Missing comparison operator for AccountingNone leading to errors
+  in pbal computations
+  (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
+
+10.0.3.2.0 (2018-05-02)
+-----------------------
+
+- [FIX] make subkpi ordering deterministic
+  (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
+- [ADD] report instance level option to disable account expansion,
+  enabling the creation of detailed templates while deferring the
+  decision of rendering the details or not to the report instance
+  (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
+- [ADD] pbal and nbal accounting expressions, to sum positive and
+  negative balances respectively (ie ignoring accounts with negative,
+  resp positive balances)
+  (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
+
+11.0.3.1.2 (2018-02-04)
+-----------------------
+
+Migration to Odoo 11. No new feature.
+(`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
+
+10.0.3.1.1 (2017-11-14)
+-----------------------
+
+New features:
+
+- [ADD] month and year relative periods, easier to use than date ranges
+  for the most common case.
+  (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
+- [ADD] multi-company consolidation support, with currency conversion
+  (the conversion rate date is the end of the reporting period)
+  (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
+  `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
+- [ADD] provide ref, datetime, dateutil, time, user in the evaluation
+  context of move line domains; among other things, this allows using
+  references to xml ids (such as account types or tax tags) when
+  querying move lines
+  (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
+- [ADD] extended account selectors: you can now select accounts using
+  any domain on account.account, not only account codes
+  ``balp[('account_type', '=', 'asset_receivable')]``
+  (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
+- [IMP] in the report instance configuration form, the filters are now
+  grouped in a notebook page, this improves readability and
+  extensibility
+  (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
+
+Bug fixes:
+
+- [FIX] fix error when saving periods in comparison mode on newly
+  created (not yet saved) report instances.
+  `#50 <https://github.com/OCA/mis-builder/pull/50>`__
+- [FIX] improve display of Base Date report instance view.
+  `#51 <https://github.com/OCA/mis-builder/pull/51>`__
+
+Upgrading from 3.0 (breaking changes):
+
+- Alternative move line data sources must have a company_id field.
+
+10.0.3.0.4 (2017-10-14)
+-----------------------
+
+Bug fix:
+
+- [FIX] issue with initial balance rounding.
+  `#30 <https://github.com/OCA/mis-builder/issues/30>`__
+
+10.0.3.0.3 (2017-10-03)
+-----------------------
+
+Bug fix:
+
+- [FIX] fix error saving KPI on newly created reports.
+  `#18 <https://github.com/OCA/mis-builder/issues/18>`__
+
+10.0.3.0.2 (2017-10-01)
+-----------------------
+
+New features:
+
+- [ADD] Alternative move line source per report column. This makes mis
+  buidler accounting expressions work on any model that has debit,
+  credit, account_id and date fields. Provided you can expose, say,
+  committed purchases, or your budget as a view with debit, credit and
+  account_id, this opens up a lot of possibilities
+- [ADD] Comparison column source (more flexible than the previous, now
+  deprecated, comparison mechanism). CAVEAT: there is no automated
+  migration to the new mechanism.
+- [ADD] Sum column source, to create columns that add/subtract other
+  columns.
+- [ADD] mis.kpi.data abstract model as a basis for manual KPI values
+  supporting automatic ajustment to the reporting time period (the basis
+  for budget item, but could also server other purposes, such as
+  manually entering some KPI values, such as number of employee)
+- [ADD] mis_builder_budget module providing a new budget data source
+- [ADD] new "hide empty" style property
+- [IMP] new AEP method to get accounts involved in an expression (this
+  is useful to find which KPI relate to a given P&L acount, to implement
+  budget control)
+- [IMP] many UI improvements
+- [IMP] many code style improvements and some refactoring
+- [IMP] add the column date_from, date_to in expression evaluation
+  context, as well as time, datetime and dateutil modules
+
+Main bug fixes:
+
+- [FIX] deletion of templates and reports (cascade and retricts)
+  (https://github.com/OCA/account-financial-reporting/issues/281)
+- [FIX] copy of reports
+  (https://github.com/OCA/account-financial-reporting/issues/282)
+- [FIX] better error message when periods have wrong/missing dates
+  (https://github.com/OCA/account-financial-reporting/issues/283)
+- [FIX] xlsx export of string types KPI
+  (https://github.com/OCA/account-financial-reporting/issues/285)
+- [FIX] sorting of detail by account
+- [FIX] computation bug in detail by account when multiple accounting
+  expressions were used in a KPI
+- [FIX] permission issue when adding report to dashboard with non admin
+  user
+
+10.0.2.0.3 (unreleased)
+-----------------------
+
+- [IMP] more robust behaviour in presence of missing expressions
+- [FIX] indent style
+- [FIX] local variable 'ctx' referenced before assignment when
+  generating reports with no objects
+- [IMP] use fontawesome icons
+- [MIG] migrate to 10.0
+- [FIX] unicode error when exporting to Excel
+- [IMP] provide full access to mis builder style for group Adviser.
+
+9.0.2.0.2 (2016-09-27)
+----------------------
+
+- [IMP] Add refresh button in mis report preview.
+- [IMP] Widget code changes to allow to add fields in the widget more
+  easily.
+
+9.0.2.0.1 (2016-05-26)
+----------------------
+
+- [IMP] remove unused argument in declare_and_compute_period() for a
+  cleaner API. This is a breaking API changing merged in urgency before
+  it is used by other modules.
+
+9.0.2.0.0 (2016-05-24)
+----------------------
+
+Part of the work for this release has been done at the Sorrento sprint
+April 26-29, 2016. The rest (ie a major refactoring) has been done in
+the weeks after.
+
+- [IMP] hide button box in edit mode on the report instance settings
+  form
+- [FIX] Fix sum aggregation of non-stored fields
+  (https://github.com/OCA/account-financial-reporting/issues/178)
+- [IMP] There is now a default style at the report level
+- [CHG] Number display properties (rounding, prefix, suffix, factor) are
+  now defined in styles
+- [CHG] Percentage difference are rounded to 1 digit instead of the
+  kpi's rounding, as the KPI rounding does not make sense in this case
+- [CHG] The divider suffix (k, M, etc) is not inserted automatically
+  anymore because it is inconsistent when working with prefixes; you
+  need to add it manually in the suffix
+- [IMP] AccountingExpressionProcessor now supports 'balu' expressions to
+  obtain the unallocated profit/loss of previous fiscal years;
+  get_unallocated_pl is the corresponding convenience method
+- [IMP] AccountingExpressionProcessor now has easy methods to obtain
+  balances by account: get_balances_initial, get_balances_end,
+  get_balances_variation
+- [IMP] there is now an auto-expand feature to automatically display a
+  detail by account for selected kpis
+- [IMP] the kpi and period lists are now manipulated through forms
+  instead of directly in the tree views
+- [IMP] it is now possible to create a report through a wizard, such
+  reports are deemed temporary and available through a "Last Reports
+  Generated" menu, they are garbaged collected automatically, unless
+  saved permanently, which can be done using a Save button
+- [IMP] there is now a beginner mode to configure simple reports with
+  only one period
+- [IMP] it is now easier to configure periods with fixed start/end dates
+- [IMP] the new sub-kpi mechanism allows the creation of columns with
+  multiple values, or columns with different values
+- [IMP] thanks to the new style model, the Excel export is now styled
+- [IMP] a new style model is now used to centralize style configuration
+- [FIX] use =like instead of like to search for accounts, because the %
+  are added by the user in the expressions
+- [FIX] Correctly compute the initial balance of income and expense
+  account based on the start of the fiscal year
+- [IMP] Support date ranges (from OCA/server-tools/date_range) as a more
+  flexible alternative to fiscal periods
+- v9 migration: fiscal periods are removed, account charts are removed,
+  consolidation accounts have been removed
+
+8.0.1.0.0 (2016-04-27)
+----------------------
+
+- The copy of a MIS Report Instance now copies period.
+  https://github.com/OCA/account-financial-reporting/pull/181
+- The copy of a MIS Report Template now copies KPIs and queries.
+  https://github.com/OCA/account-financial-reporting/pull/177
+- Usability: the default view for MIS Report instances is now the
+  rendered preview, and the settings are accessible through a gear icon
+  in the list view and a button in the preview.
+  https://github.com/OCA/account-financial-reporting/pull/170
+- Display blank cells instead of 0.0 when there is no data.
+  https://github.com/OCA/account-financial-reporting/pull/169
+- Usability: better layout of the MIS Report periods settings on small
+  screens. https://github.com/OCA/account-financial-reporting/pull/167
+- Include the download buttons inside the MIS Builder widget, and
+  refactor the widget to open the door to analytic filtering in the
+  previews. https://github.com/OCA/account-financial-reporting/pull/151
+- Add KPI rendering prefixes (so you can print $ in front of the value).
+  https://github.com/OCA/account-financial-reporting/pull/158
+- Add hooks for analytic filtering.
+  https://github.com/OCA/account-financial-reporting/pull/128
+  https://github.com/OCA/account-financial-reporting/pull/131
+
+8.0.0.2.0
+---------
+
+Pre-history. Or rather, you need to look at the git log.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/mis-builder/issues/new?body=module:%20mis_builder%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ACSONE SA/NV
+
+Contributors
+------------
+
+- Stéphane Bidoul <stephane.bidoul@acsone.eu>
+- Laetitia Gangloff <laetitia.gangloff@acsone.eu>
+- Adrien Peiffer <adrien.peiffer@acsone.eu>
+- Alexis de Lattre <alexis.delattre@akretion.com>
+- Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
+- Jordi Ballester <jordi.ballester@eficent.com>
+- Thomas Binsfeld <thomas.binsfeld@gmail.com>
+- Giovanni Capalbo <giovanni@therp.nl>
+- Marco Calcagni <mcalcagni@dinamicheaziendali.it>
+- Sébastien Beau <sebastien.beau@akretion.com>
+- Laurent Mignon <laurent.mignon@acsone.eu>
+- Luc De Meyer <luc.demeyer@noviat.com>
+- Benjamin Willig <benjamin.willig@acsone.eu>
+- Martronic SA <info@martronic.ch>
+- nicomacr <nmr@adhoc.com.ar>
+- Juan Jose Scarafia <jjs@adhoc.com.ar>
+- Richard deMeester <richard@willowit.com.au>
+- Eric Caudal <eric.caudal@elico-corp.com>
+- Andrea Stirpe <a.stirpe@onestein.nl>
+- Maxence Groine <mgroine@fiefmanage.ch>
+- Arnaud Pineux <arnaud.pineux@acsone.eu>
+- Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
+- Pedro M. Baeza <pedro.baeza@tecnativa.com>
+- Alexey Pelykh <alexey.pelykh@corphub.eu>
+- Jairo Llopis (https://www.moduon.team/)
+- Dzung Tran <dungtd@trobz.com>
+- Hoang Diep <hoang@trobz.com>
+- Miquel Pascual <mpascual@apsl.net>
+- Antoni Marroig <amarroig@apsl.net>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
+    :target: https://github.com/sbidoul
+    :alt: sbidoul
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-sbidoul| 
+
+This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.