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

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@@ -1,787 +0,0 @@
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- Metadata-Version: 2.1
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- Name: odoo-addon-mis_builder
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- Version: 17.0.1.0.4.1
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- Requires-Python: >=3.10
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- Requires-Dist: odoo-addon-date_range>=17.0dev,<17.1dev
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- Requires-Dist: odoo-addon-report_xlsx>=17.0dev,<17.1dev
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- Requires-Dist: odoo>=17.0a,<17.1dev
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- Summary: Build 'Management Information System' Reports and Dashboards
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- Home-page: https://github.com/OCA/mis-builder
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- License: AGPL-3
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- Author: ACSONE SA/NV, Odoo Community Association (OCA)
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- Author-email: support@odoo-community.org
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- Classifier: Programming Language :: Python
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- Classifier: Framework :: Odoo
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- Classifier: Framework :: Odoo :: 17.0
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- Classifier: License :: OSI Approved :: GNU Affero General Public License v3
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- Classifier: Development Status :: 5 - Production/Stable
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-
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- ===========
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- MIS Builder
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- ===========
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-
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- ..
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- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- !! This file is generated by oca-gen-addon-readme !!
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- !! changes will be overwritten. !!
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- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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- !! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
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- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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-
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- .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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- :target: https://odoo-community.org/page/development-status
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- :alt: Production/Stable
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- .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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- :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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- :alt: License: AGPL-3
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- .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
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- :target: https://github.com/OCA/mis-builder/tree/17.0/mis_builder
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- :alt: OCA/mis-builder
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- .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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- :target: https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder
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- :alt: Translate me on Weblate
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- .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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- :target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=17.0
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- :alt: Try me on Runboat
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-
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- |badge1| |badge2| |badge3| |badge4| |badge5|
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-
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- This module allows you to build Management Information Systems
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- dashboards. Such style of reports presents KPI in rows and time periods
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- in columns. Reports mainly fetch data from account moves, but can also
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- combine data coming from arbitrary Odoo models. Reports can be exported
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- to PDF, Excel and they can be added to Odoo dashboards.
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-
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- **Table of contents**
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-
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- .. contents::
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- :local:
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-
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- Installation
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- ============
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-
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- Your preferred way to install addons will work with MIS Builder.
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-
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- An easy way to install it with all its dependencies is using pip:
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-
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- - ``pip install --pre odoo12-addon-mis_builder``
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- - then restart Odoo, update the addons list in your database, and
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- install the MIS Builder application.
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-
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- Usage
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- =====
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-
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- To configure this module, you need to:
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-
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- - Go to Accounting > Configuration > MIS Reporting > MIS Report
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- Templates where you can create report templates by defining KPI's.
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- KPI's constitute the rows of your reports. Such report templates are
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- time independent.
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-
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- |image1|
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-
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- - Then in Accounting > Reports > MIS Reporting > MIS Reports you can
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- create report instance by binding the templates to time periods,
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- hence defining the columns of your reports.
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-
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- |image2|
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-
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- - From the MIS Reports view, you can preview the report, add it to and
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- Odoo dashboard, and export it to PDF or Excel.
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-
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- |image3|
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-
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- .. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
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- .. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
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- .. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
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-
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- Development
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- ===========
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-
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- A typical extension is to provide a mechanism to filter reports on
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- analytic dimensions or operational units. To implement this, you can
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- override \_get_additional_move_line_filter and \_get_additional_filter
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- to further filter move lines or queries based on a user selection. A
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- typical use case could be to add an analytic account field on
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- mis.report.instance, or even on mis.report.instance.period if you want
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- different columns to show different analytic accounts.
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-
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- Known issues / Roadmap
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- ======================
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-
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- The mis_builder
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- `roadmap <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Aenhancement>`__
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- and `known
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- issues <https://github.com/OCA/mis-builder/issues?q=is%3Aopen+is%3Aissue+label%3Abug>`__
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- can be found on GitHub.
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-
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- Changelog
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- =========
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-
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- 17.0.1.0.2 (2024-11-11)
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- -----------------------
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-
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- Features
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- ~~~~~~~~
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-
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- - Add support for branch companies.
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- (`#648 <https://github.com/OCA/mis-builder/issues/648>`__)
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-
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- 16.0.5.1.9 (2024-02-09)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Restore compatibility with python 3.9
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- (`#590 <https://github.com/OCA/mis-builder/issues/590>`__)
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-
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- 16.0.5.1.8 (2024-02-08)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Resolve a permission issue when creating report periods with a user
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- without admin rights.
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- (`#596 <https://github.com/OCA/mis-builder/issues/596>`__)
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-
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- 16.0.5.1.0 (2023-04-04)
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- -----------------------
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-
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- **Features**
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-
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- - Improve UX by adding the option to edit the pivot date directly on
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- the view.
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-
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- 16.0.5.0.0 (2023-04-01)
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- -----------------------
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-
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- **Features**
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-
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- - Migration to 16.0
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-
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- - Addition of a generic filter domain on reports and columns.
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- - Addition of a search bar to the widget. The corresponding search
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- view is configurable per report.
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- - Huge improvement of the widget style. This was long overdue.
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- - Make the MIS Report menu accessible to the Billing Administrator
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- group (instead of the hidden Show Full Accounting Features), to
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- align with the access rules and avoid giving a false sense of
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- security. This also makes the menu discoverable to new users.
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- - Removal of analytic fetures because the upstream
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- ``analytic_distribution`` mechanism is not compatible; support may
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- be introduced in separate module, depending on use cases.
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- - Abandon the ``mis_report_filters`` context key which had security
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- implication. It is replaced by a ``mis_analytic_domain`` context
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- key which is ANDed with other report-defined filters.
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- (`#472 <https://github.com/OCA/mis-builder/issues/472>`__)
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- - Rename the ``get_filter_descriptions_from_context`` method to
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- ``get_filter_descriptions``. This method may be overridden to
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- provide additional subtitles on the PDF or XLS report,
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- representing user-selected filters.
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- - The ``hide_analytic_filters`` has been replaced by
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- ``widget_show_filters``.
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- - The visibility of the settings button on the widget is now
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- controlled by a ``show_settings_button``. Before it was visible
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- only for the ``account_user`` group but this was not flexible
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- enough.
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- - The widget configuration settings are now grouped in a dedicated
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- ``Widget`` tab in the report configuration form.
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-
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- **Bugfixes**
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-
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- - Fix access error when previewing or printing report.
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- (`#415 <https://github.com/OCA/mis-builder/issues/415>`__)
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-
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- 15.0.4.0.5 (2022-07-19)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Support users without timezone.
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- (`#388 <https://github.com/OCA/mis-builder/issues/388>`__)
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-
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- 15.0.4.0.4 (2022-07-19)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Allow deleting a report that has subreports.
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- (`#431 <https://github.com/OCA/mis-builder/issues/431>`__)
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-
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- 15.0.4.0.2 (2022-02-16)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Fix access right issue when clicking the "Save" button on a MIS
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- Report Instance form.
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- (`#410 <https://github.com/OCA/mis-builder/issues/410>`__)
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-
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- 14.0.4.0.0 (2022-01-08)
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- -----------------------
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-
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- **Features**
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-
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- - Remove various field size limits.
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- (`#332 <https://github.com/OCA/mis-builder/issues/332>`__)
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-
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- **Bugfixes**
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-
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- - Support for the Odoo 13+ multi-company model. In multi-company mode,
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- several allowed companies can be declared on MIS Report instances,
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- and the report operates on the intersection of report companies and
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- companies selected in the user context.
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- (`#327 <https://github.com/OCA/mis-builder/issues/327>`__)
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-
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- - The ``get_additional_query_filter`` argument of ``evaluate()`` is now
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- propagated correctly.
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- (`#375 <https://github.com/OCA/mis-builder/issues/375>`__)
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-
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- - Use the ``parent_state`` field of ``account.move.line`` to filter
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- entries in ``posted`` and ``draft`` state only. Before, when
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- reporting in draft mode, all entries were used (i.e. there was no
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- filter), and that started including the cancelled entries/invoices in
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- Odoo 13.+.
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-
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- This change also contains a **breaking change** in the internal API.
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- For quite a while the ``target_move argument`` of AEP and other
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- methods was not used by MIS Builder itself and was kept for backward
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- compatibility. To avoid rippling effects of the necessary change to
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- use ``parent_state``, we now remove this argument.
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- (`#377 <https://github.com/OCA/mis-builder/issues/377>`__)
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-
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- 14.0.3.6.7 (2021-06-02)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - When on a MIS Report Instance, if you wanted to generate a new line
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- of type comparison, you couldn't currently select any existing period
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- to compare. This happened because the field domain was searching in a
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- NewId context, thus not finding a correct period. Changing the domain
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- and making it use a computed field with a search for the \_origin
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- record solves the problem.
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- (`#361 <https://github.com/OCA/mis-builder/issues/361>`__)
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-
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- 14.0.3.6.6 (2021-04-23)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Fix drilldown action name when the account model has been customized.
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- (`#350 <https://github.com/OCA/mis-builder/issues/350>`__)
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-
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- 14.0.3.6.5 (2021-04-23)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - While duplicating a MIS report instance, comparison columns are
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- ignored because they would raise an error otherwise, as they keep the
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- old source_cmpcol_from_id and source_cmpcol_to_id from the original
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- record. (`#343 <https://github.com/OCA/mis-builder/issues/343>`__)
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-
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- 14.0.3.6.4 (2021-04-06)
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- -----------------------
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-
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- **Features**
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-
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- - The drilldown action name displayed on the breadcrumb has been
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- revised. The kpi description and the account ``display_name`` are
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- shown instead of the kpi's technical definition.
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- (`#304 <https://github.com/OCA/mis-builder/issues/304>`__)
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- - Add analytic group filters on report instance, periods and in the
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- interactive view.
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- (`#320 <https://github.com/OCA/mis-builder/issues/320>`__)
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-
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- 13.0.3.6.3 (2020-08-28)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Having a "Compare columns" added on a KPI with an associated style
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- using a Factor/Divider did lead to the said factor being applied on
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- the percentages when exporting to XLSX.
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- (`#300 <https://github.com/OCA/mis-builder/issues/300>`__)
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-
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- **Misc**
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-
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- - `#280 <https://github.com/OCA/mis-builder/issues/280>`__,
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- `#296 <https://github.com/OCA/mis-builder/issues/296>`__
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-
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- 13.0.3.6.2 (2020-04-22)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - The "Settings" button is now displayed for users with the "Show full
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- accounting features" right when previewing a report.
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- (`#281 <https://github.com/OCA/mis-builder/issues/281>`__)
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-
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- 13.0.3.6.1 (2020-04-22)
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- -----------------------
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-
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- **Bugfixes**
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-
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- - Fix ``TypeError: 'module' object is not iterable`` when using budgets
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- by account.
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- (`#276 <https://github.com/OCA/mis-builder/issues/276>`__)
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-
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- 13.0.3.6.0 (2020-03-28)
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- -----------------------
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-
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- **Features**
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-
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- - Add column-level filters on analytic account and analytic tags. These
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- filters are combined with a AND with the report-level filters and
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- cannot be modified in the preview.
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- (`#138 <https://github.com/OCA/mis-builder/issues/138>`__)
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- - Access to KPI from other reports in KPI expressions, aka subreports.
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- In a report template, one can list named "subreports" (other report
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- templates). When evaluating expressions, you can access KPI's of
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- subreports with a dot-prefix notation. Example: you can define a MIS
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- Report for a "Balance Sheet", and then have another MIS Report
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- "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to
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- create new KPI's for the ratios (e.g. balance_sheet.current_assets /
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- balance_sheet.total_assets).
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- (`#155 <https://github.com/OCA/mis-builder/issues/155>`__)
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-
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- 13.0.3.5.0 (2020-01-??)
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- -----------------------
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-
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- Migration to odoo 13.0.
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-
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- 12.0.3.5.0 (2019-10-26)
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- -----------------------
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-
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- **Features**
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-
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- - The ``account_id`` field of the model selected in 'Move lines source'
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- in the Period form can now be a Many2one relationship with any model
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- that has a ``code`` field (not only with ``account.account`` model).
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- To this end, the model to be used for Actuals move lines can be
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- configured on the report template. It can be something else than move
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- lines and the only constraint is that its ``account_id`` field has a
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- ``code`` field.
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- (`#149 <https://github.com/oca/mis-builder/issues/149>`__)
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- - Add ``source_aml_model_name`` field so extension modules providing
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- alternative data sources can more easily customize their data source.
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- (`#214 <https://github.com/oca/mis-builder/issues/214>`__)
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- - Support analytic tag filters in the backend view and preview widget.
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- Selecting several tags in the filter means filtering on move lines
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- which have *all* these tags set. This is to support the most common
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- use case of using tags for different dimensions. The filter also
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- makes a AND with the analytic account filter.
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- (`#228 <https://github.com/oca/mis-builder/issues/228>`__)
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- - Display company in account details rows in multi-company mode.
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- (`#242 <https://github.com/oca/mis-builder/issues/242>`__)
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-
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- **Bugfixes**
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-
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- - Propagate context to xlsx report, so the analytic account filter
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- works when exporting to xslx too. This also requires a fix to
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- ``report_xlsx`` (see
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- https://github.com/OCA/reporting-engine/pull/259).
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- (`#178 <https://github.com/oca/mis-builder/issues/178>`__)
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- - In columns of type Sum, preserve styles for KPIs that are not
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- summable (eg percentage values). Before this fix, such cells were
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- displayed without style.
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- (`#219 <https://github.com/oca/mis-builder/issues/219>`__)
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- - In Excel export, keep the percentage point suffix (pp) instead of
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- replacing it with %.
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- (`#220 <https://github.com/oca/mis-builder/issues/220>`__)
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-
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- 12.0.3.4.0 (2019-07-09)
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- -----------------------
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-
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- **Features**
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-
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- - New year-to-date mode for defining periods.
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- (`#165 <https://github.com/oca/mis-builder/issues/165>`__)
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- - Add support for move lines with negative debit or credit. Used by
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- some for storno accounting. Not officially supported.
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- (`#175 <https://github.com/oca/mis-builder/issues/175>`__)
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- - In Excel export, use a number format with thousands separator. The
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- specific separator used depends on the Excel configuration (eg
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- regional settings).
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- (`#190 <https://github.com/oca/mis-builder/issues/190>`__)
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- - Add generation date/time at the end of the XLS export.
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- (`#191 <https://github.com/oca/mis-builder/issues/191>`__)
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- - In presence of Sub KPIs, report more informative user errors when
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- non-multi expressions yield tuples of incorrect lenght.
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- (`#196 <https://github.com/oca/mis-builder/issues/196>`__)
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-
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- **Bugfixes**
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-
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- - Fix rendering of percentage types in Excel export.
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- (`#192 <https://github.com/oca/mis-builder/issues/192>`__)
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-
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- 12.0.3.3.0 (2019-01-26)
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- -----------------------
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-
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- **Features**
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-
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- *Dynamic analytic filters in report preview are not yet available in 11,
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- this requires an update to the JS widget that proved difficult to
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- implement so far. Help welcome.*
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-
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- - Analytic account filters. On a report, an analytic account can be
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- selected for filtering. The filter will be applied to move lines
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- queries. A filter box is also available in the widget to let the user
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- select the analytic account during report preview.
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- (`#15 <https://github.com/oca/mis-builder/issues/15>`__)
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- - Control visibility of analytic filter combo box in widget. This is
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- useful to hide the analytic filters on reports where they do not make
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- sense, such as balance sheet reports.
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- (`#42 <https://github.com/oca/mis-builder/issues/42>`__)
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- - Display analytic filters in the header of exported pdf and xls.
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- (`#44 <https://github.com/oca/mis-builder/issues/44>`__)
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- - Replace the last old gtk icons with fontawesome icons.
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- (`#104 <https://github.com/oca/mis-builder/issues/104>`__)
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- - Use active_test=False in AEP queries. This is important for reports
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- involving inactive taxes. This should not negatively effect existing
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- reports, because an accounting report must take into account all
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- existing move lines even if they reference objects such as taxes,
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- journals, accounts types that have been deactivated since their
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- creation. (`#107 <https://github.com/oca/mis-builder/issues/107>`__)
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- - int(), float() and round() support for AccountingNone.
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- (`#108 <https://github.com/oca/mis-builder/issues/108>`__)
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- - Allow referencing subkpis by name by writing kpi_x.subkpi_y in
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- expressions.
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- (`#114 <https://github.com/oca/mis-builder/issues/114>`__)
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- - Add an option to control the display of the start/end dates in the
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- column headers. It is disabled by default (this is a change compared
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- to previous behaviour).
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- (`#118 <https://github.com/oca/mis-builder/issues/118>`__)
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- - Add evaluate method to mis.report. This is a simplified method to
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- evaluate kpis of a report over a time period, without creating a
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- mis.report.instance.
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- (`#123 <https://github.com/oca/mis-builder/issues/123>`__)
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-
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- **Bugs**
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-
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- - In the style form, hide the "Hide always" checkbox when "Hide always
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- inherit" is checked, as for all other syle elements.
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- (`#121 <https://github.com/OCA/mis-builder/pull/121>`__)
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-
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- **Upgrading from 3.2 (breaking changes)**
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-
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- If you use ``Actuals (alternative)`` data source in combination with
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- analytic filters, the underlying model must now have an
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- ``analytic_account_id`` field.
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-
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- 11.0.3.2.2 (2018-06-30)
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- -----------------------
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-
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- - [FIX] Fix bug in company_default_get call returning id instead of
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- recordset (`#103 <https://github.com/OCA/mis-builder/pull/103>`__)
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- - [IMP] add "hide always" style property to make hidden KPI's (for KPI
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- that serve as basis for other formulas, but do not need to be
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- displayed). (`#46 <https://github.com/OCA/mis-builder/issues/46>`__)
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-
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- 11.0.3.2.1 (2018-05-29)
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- -----------------------
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-
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- - [FIX] Missing comparison operator for AccountingNone leading to
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- errors in pbal computations
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- (`#93 <https://github.com/OCA/mis-builder/issue/93>`__)
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-
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- 10.0.3.2.0 (2018-05-02)
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- -----------------------
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-
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- - [FIX] make subkpi ordering deterministic
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- (`#71 <https://github.com/OCA/mis-builder/issues/71>`__)
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- - [ADD] report instance level option to disable account expansion,
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- enabling the creation of detailed templates while deferring the
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- decision of rendering the details or not to the report instance
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- (`#74 <https://github.com/OCA/mis-builder/issues/74>`__)
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- - [ADD] pbal and nbal accounting expressions, to sum positive and
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- negative balances respectively (ie ignoring accounts with negative,
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- resp positive balances)
501
- (`#86 <https://github.com/OCA/mis-builder/issues/86>`__)
502
-
503
- 11.0.3.1.2 (2018-02-04)
504
- -----------------------
505
-
506
- Migration to Odoo 11. No new feature.
507
- (`#67 <https://github.com/OCA/mis-builder/pull/67>`__)
508
-
509
- 10.0.3.1.1 (2017-11-14)
510
- -----------------------
511
-
512
- New features:
513
-
514
- - [ADD] month and year relative periods, easier to use than date ranges
515
- for the most common case.
516
- (`#2 <https://github.com/OCA/mis-builder/issues/2>`__)
517
- - [ADD] multi-company consolidation support, with currency conversion
518
- (the conversion rate date is the end of the reporting period)
519
- (`#7 <https://github.com/OCA/mis-builder/issues/7>`__,
520
- `#3 <https://github.com/OCA/mis-builder/issues/3>`__)
521
- - [ADD] provide ref, datetime, dateutil, time, user in the evaluation
522
- context of move line domains; among other things, this allows using
523
- references to xml ids (such as account types or tax tags) when
524
- querying move lines
525
- (`#26 <https://github.com/OCA/mis-builder/issues/26>`__).
526
- - [ADD] extended account selectors: you can now select accounts using
527
- any domain on account.account, not only account codes
528
- ``balp[('account_type', '=', 'asset_receivable')]``
529
- (`#4 <https://github.com/OCA/mis-builder/issues/4>`__).
530
- - [IMP] in the report instance configuration form, the filters are now
531
- grouped in a notebook page, this improves readability and
532
- extensibility
533
- (`#39 <https://github.com/OCA/mis-builder/issues/39>`__).
534
-
535
- Bug fixes:
536
-
537
- - [FIX] fix error when saving periods in comparison mode on newly
538
- created (not yet saved) report instances.
539
- `#50 <https://github.com/OCA/mis-builder/pull/50>`__
540
- - [FIX] improve display of Base Date report instance view.
541
- `#51 <https://github.com/OCA/mis-builder/pull/51>`__
542
-
543
- Upgrading from 3.0 (breaking changes):
544
-
545
- - Alternative move line data sources must have a company_id field.
546
-
547
- 10.0.3.0.4 (2017-10-14)
548
- -----------------------
549
-
550
- Bug fix:
551
-
552
- - [FIX] issue with initial balance rounding.
553
- `#30 <https://github.com/OCA/mis-builder/issues/30>`__
554
-
555
- 10.0.3.0.3 (2017-10-03)
556
- -----------------------
557
-
558
- Bug fix:
559
-
560
- - [FIX] fix error saving KPI on newly created reports.
561
- `#18 <https://github.com/OCA/mis-builder/issues/18>`__
562
-
563
- 10.0.3.0.2 (2017-10-01)
564
- -----------------------
565
-
566
- New features:
567
-
568
- - [ADD] Alternative move line source per report column. This makes mis
569
- buidler accounting expressions work on any model that has debit,
570
- credit, account_id and date fields. Provided you can expose, say,
571
- committed purchases, or your budget as a view with debit, credit and
572
- account_id, this opens up a lot of possibilities
573
- - [ADD] Comparison column source (more flexible than the previous, now
574
- deprecated, comparison mechanism). CAVEAT: there is no automated
575
- migration to the new mechanism.
576
- - [ADD] Sum column source, to create columns that add/subtract other
577
- columns.
578
- - [ADD] mis.kpi.data abstract model as a basis for manual KPI values
579
- supporting automatic ajustment to the reporting time period (the
580
- basis for budget item, but could also server other purposes, such as
581
- manually entering some KPI values, such as number of employee)
582
- - [ADD] mis_builder_budget module providing a new budget data source
583
- - [ADD] new "hide empty" style property
584
- - [IMP] new AEP method to get accounts involved in an expression (this
585
- is useful to find which KPI relate to a given P&L acount, to
586
- implement budget control)
587
- - [IMP] many UI improvements
588
- - [IMP] many code style improvements and some refactoring
589
- - [IMP] add the column date_from, date_to in expression evaluation
590
- context, as well as time, datetime and dateutil modules
591
-
592
- Main bug fixes:
593
-
594
- - [FIX] deletion of templates and reports (cascade and retricts)
595
- (https://github.com/OCA/account-financial-reporting/issues/281)
596
- - [FIX] copy of reports
597
- (https://github.com/OCA/account-financial-reporting/issues/282)
598
- - [FIX] better error message when periods have wrong/missing dates
599
- (https://github.com/OCA/account-financial-reporting/issues/283)
600
- - [FIX] xlsx export of string types KPI
601
- (https://github.com/OCA/account-financial-reporting/issues/285)
602
- - [FIX] sorting of detail by account
603
- - [FIX] computation bug in detail by account when multiple accounting
604
- expressions were used in a KPI
605
- - [FIX] permission issue when adding report to dashboard with non admin
606
- user
607
-
608
- 10.0.2.0.3 (unreleased)
609
- -----------------------
610
-
611
- - [IMP] more robust behaviour in presence of missing expressions
612
- - [FIX] indent style
613
- - [FIX] local variable 'ctx' referenced before assignment when
614
- generating reports with no objects
615
- - [IMP] use fontawesome icons
616
- - [MIG] migrate to 10.0
617
- - [FIX] unicode error when exporting to Excel
618
- - [IMP] provide full access to mis builder style for group Adviser.
619
-
620
- 9.0.2.0.2 (2016-09-27)
621
- ----------------------
622
-
623
- - [IMP] Add refresh button in mis report preview.
624
- - [IMP] Widget code changes to allow to add fields in the widget more
625
- easily.
626
-
627
- 9.0.2.0.1 (2016-05-26)
628
- ----------------------
629
-
630
- - [IMP] remove unused argument in declare_and_compute_period() for a
631
- cleaner API. This is a breaking API changing merged in urgency before
632
- it is used by other modules.
633
-
634
- 9.0.2.0.0 (2016-05-24)
635
- ----------------------
636
-
637
- Part of the work for this release has been done at the Sorrento sprint
638
- April 26-29, 2016. The rest (ie a major refactoring) has been done in
639
- the weeks after.
640
-
641
- - [IMP] hide button box in edit mode on the report instance settings
642
- form
643
- - [FIX] Fix sum aggregation of non-stored fields
644
- (https://github.com/OCA/account-financial-reporting/issues/178)
645
- - [IMP] There is now a default style at the report level
646
- - [CHG] Number display properties (rounding, prefix, suffix, factor)
647
- are now defined in styles
648
- - [CHG] Percentage difference are rounded to 1 digit instead of the
649
- kpi's rounding, as the KPI rounding does not make sense in this case
650
- - [CHG] The divider suffix (k, M, etc) is not inserted automatically
651
- anymore because it is inconsistent when working with prefixes; you
652
- need to add it manually in the suffix
653
- - [IMP] AccountingExpressionProcessor now supports 'balu' expressions
654
- to obtain the unallocated profit/loss of previous fiscal years;
655
- get_unallocated_pl is the corresponding convenience method
656
- - [IMP] AccountingExpressionProcessor now has easy methods to obtain
657
- balances by account: get_balances_initial, get_balances_end,
658
- get_balances_variation
659
- - [IMP] there is now an auto-expand feature to automatically display a
660
- detail by account for selected kpis
661
- - [IMP] the kpi and period lists are now manipulated through forms
662
- instead of directly in the tree views
663
- - [IMP] it is now possible to create a report through a wizard, such
664
- reports are deemed temporary and available through a "Last Reports
665
- Generated" menu, they are garbaged collected automatically, unless
666
- saved permanently, which can be done using a Save button
667
- - [IMP] there is now a beginner mode to configure simple reports with
668
- only one period
669
- - [IMP] it is now easier to configure periods with fixed start/end
670
- dates
671
- - [IMP] the new sub-kpi mechanism allows the creation of columns with
672
- multiple values, or columns with different values
673
- - [IMP] thanks to the new style model, the Excel export is now styled
674
- - [IMP] a new style model is now used to centralize style configuration
675
- - [FIX] use =like instead of like to search for accounts, because the %
676
- are added by the user in the expressions
677
- - [FIX] Correctly compute the initial balance of income and expense
678
- account based on the start of the fiscal year
679
- - [IMP] Support date ranges (from OCA/server-tools/date_range) as a
680
- more flexible alternative to fiscal periods
681
- - v9 migration: fiscal periods are removed, account charts are removed,
682
- consolidation accounts have been removed
683
-
684
- 8.0.1.0.0 (2016-04-27)
685
- ----------------------
686
-
687
- - The copy of a MIS Report Instance now copies period.
688
- https://github.com/OCA/account-financial-reporting/pull/181
689
- - The copy of a MIS Report Template now copies KPIs and queries.
690
- https://github.com/OCA/account-financial-reporting/pull/177
691
- - Usability: the default view for MIS Report instances is now the
692
- rendered preview, and the settings are accessible through a gear icon
693
- in the list view and a button in the preview.
694
- https://github.com/OCA/account-financial-reporting/pull/170
695
- - Display blank cells instead of 0.0 when there is no data.
696
- https://github.com/OCA/account-financial-reporting/pull/169
697
- - Usability: better layout of the MIS Report periods settings on small
698
- screens. https://github.com/OCA/account-financial-reporting/pull/167
699
- - Include the download buttons inside the MIS Builder widget, and
700
- refactor the widget to open the door to analytic filtering in the
701
- previews. https://github.com/OCA/account-financial-reporting/pull/151
702
- - Add KPI rendering prefixes (so you can print $ in front of the
703
- value). https://github.com/OCA/account-financial-reporting/pull/158
704
- - Add hooks for analytic filtering.
705
- https://github.com/OCA/account-financial-reporting/pull/128
706
- https://github.com/OCA/account-financial-reporting/pull/131
707
-
708
- 8.0.0.2.0
709
- ---------
710
-
711
- Pre-history. Or rather, you need to look at the git log.
712
-
713
- Bug Tracker
714
- ===========
715
-
716
- Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder/issues>`_.
717
- In case of trouble, please check there if your issue has already been reported.
718
- If you spotted it first, help us to smash it by providing a detailed and welcomed
719
- `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**>`_.
720
-
721
- Do not contact contributors directly about support or help with technical issues.
722
-
723
- Credits
724
- =======
725
-
726
- Authors
727
- -------
728
-
729
- * ACSONE SA/NV
730
-
731
- Contributors
732
- ------------
733
-
734
- - Stéphane Bidoul <stephane.bidoul@acsone.eu>
735
- - Laetitia Gangloff <laetitia.gangloff@acsone.eu>
736
- - Adrien Peiffer <adrien.peiffer@acsone.eu>
737
- - Alexis de Lattre <alexis.delattre@akretion.com>
738
- - Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
739
- - Jordi Ballester <jordi.ballester@eficent.com>
740
- - Thomas Binsfeld <thomas.binsfeld@gmail.com>
741
- - Giovanni Capalbo <giovanni@therp.nl>
742
- - Marco Calcagni <mcalcagni@dinamicheaziendali.it>
743
- - Sébastien Beau <sebastien.beau@akretion.com>
744
- - Laurent Mignon <laurent.mignon@acsone.eu>
745
- - Luc De Meyer <luc.demeyer@noviat.com>
746
- - Benjamin Willig <benjamin.willig@acsone.eu>
747
- - Martronic SA <info@martronic.ch>
748
- - nicomacr <nmr@adhoc.com.ar>
749
- - Juan Jose Scarafia <jjs@adhoc.com.ar>
750
- - Richard deMeester <richard@willowit.com.au>
751
- - Eric Caudal <eric.caudal@elico-corp.com>
752
- - Andrea Stirpe <a.stirpe@onestein.nl>
753
- - Maxence Groine <mgroine@fiefmanage.ch>
754
- - Arnaud Pineux <arnaud.pineux@acsone.eu>
755
- - Ernesto Tejeda <ernesto.tejeda@tecnativa.com>
756
- - Pedro M. Baeza <pedro.baeza@tecnativa.com>
757
- - Alexey Pelykh <alexey.pelykh@corphub.eu>
758
- - Jairo Llopis (https://www.moduon.team/)
759
- - Dzung Tran <dungtd@trobz.com>
760
- - Hoang Diep <hoang@trobz.com>
761
- - Miquel Pascual <mpascual@apsl.net>
762
- - Antoni Marroig <amarroig@apsl.net>
763
-
764
- Maintainers
765
- -----------
766
-
767
- This module is maintained by the OCA.
768
-
769
- .. image:: https://odoo-community.org/logo.png
770
- :alt: Odoo Community Association
771
- :target: https://odoo-community.org
772
-
773
- OCA, or the Odoo Community Association, is a nonprofit organization whose
774
- mission is to support the collaborative development of Odoo features and
775
- promote its widespread use.
776
-
777
- .. |maintainer-sbidoul| image:: https://github.com/sbidoul.png?size=40px
778
- :target: https://github.com/sbidoul
779
- :alt: sbidoul
780
-
781
- Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
782
-
783
- |maintainer-sbidoul|
784
-
785
- This module is part of the `OCA/mis-builder <https://github.com/OCA/mis-builder/tree/17.0/mis_builder>`_ project on GitHub.
786
-
787
- You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.