mirror of
https://gitlab.com/flectra-community/mis-builder.git
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Automatic Update form OCA2FC Migrator
This commit is contained in:
Flectra Community Bot
Thomas Winteler
parent
a8a08d7211
commit
5c16695785
@ -11,6 +11,6 @@ addon | version | summary
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--- | --- | ---
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[mis_builder_budget](mis_builder_budget/) | 3.0.1.2.0| Create budgets for MIS reports
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[mis_builder_demo](mis_builder_demo/) | 3.0.1.0.0| Demo addon for MIS Builder
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[mis_builder](mis_builder/) | 3.0.1.0.1| Build 'Management Information System' Reports and Dashboards
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[mis_builder](mis_builder/) | 3.0.1.0.4| Build 'Management Information System' Reports and Dashboards
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@ -7,7 +7,7 @@ MIS Builder
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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:b77109780c345283441ae799e88053caf41557f5746ecbd96ff63cb08c081d35
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!! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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@ -100,6 +100,15 @@ can be found on GitHub.
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Changelog
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=========
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17.0.1.0.2 (2024-11-11)
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-----------------------
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Features
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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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16.0.5.1.9 (2024-02-09)
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-----------------------
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@ -3,7 +3,7 @@
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{
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"name": "MIS Builder",
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"version": "3.0.1.0.1",
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"version": "3.0.1.0.4",
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"category": "Reporting",
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"summary": """
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Build 'Management Information System' Reports and Dashboards
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@ -6,7 +6,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"PO-Revision-Date: 2024-08-27 12:06+0000\n"
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"PO-Revision-Date: 2024-11-15 10:06+0000\n"
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"Last-Translator: xtanuiha <feihu.zhang@live.com>\n"
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"Language-Team: none\n"
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"Language: zh_CN\n"
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@ -95,7 +95,7 @@ msgid ""
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" positive balance, negative balance."
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msgstr ""
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"<code>bal</code>, <code>crd</code>, <code>deb</code>, <code>pbal</code>, "
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"<code>nbal</code> : 余额，借方，贷方，正余额，负余额。"
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"<code>nbal</code> : 余额，贷方，借方，正余额，负余额。"
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#. module: mis_builder
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#: model_terms:ir.ui.view,arch_db:mis_builder.mis_report_view_kpi_form
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@ -12,6 +12,7 @@ from flectra.tools.float_utils import float_is_zero
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from flectra.tools.safe_eval import datetime, dateutil, safe_eval, time
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from .accounting_none import AccountingNone
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from .simple_array import SimpleArray
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_logger = logging.getLogger(__name__)
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@ -316,7 +317,11 @@ class AccountingExpressionProcessor:
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aml_model = aml_model.with_context(active_test=False)
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company_rates = self._get_company_rates(date_to)
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# {(domain, mode): {account_id: (debit, credit)}}
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self._data = defaultdict(dict)
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self._data = defaultdict(
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lambda: defaultdict(
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lambda: SimpleArray((AccountingNone, AccountingNone)),
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)
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)
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domain_by_mode = {}
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ends = []
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for key in self._map_account_ids:
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@ -364,7 +369,9 @@ class AccountingExpressionProcessor:
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):
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# in initial mode, ignore accounts with 0 balance
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continue
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self._data[key][acc["account_id"][0]] = (debit * rate, credit * rate)
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# due to branches, it's possible to have multiple acc
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# with the same account_id
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self._data[key][acc["account_id"][0]] += (debit * rate, credit * rate)
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# compute ending balances by summing initial and variation
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for key in ends:
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domain, mode = key
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@ -367,7 +367,7 @@ ul.auto-toc {
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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:b77109780c345283441ae799e88053caf41557f5746ecbd96ff63cb08c081d35
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!! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module allows you to build Management Information Systems
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@ -383,47 +383,51 @@ to PDF, Excel and they can be added to Odoo dashboards.</p>
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<li><a class="reference internal" href="#development" id="toc-entry-3">Development</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-4">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#changelog" id="toc-entry-5">Changelog</a><ul>
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||||
<li><a class="reference internal" href="#section-1" id="toc-entry-6">16.0.5.1.9 (2024-02-09)</a></li>
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||||
<li><a class="reference internal" href="#section-2" id="toc-entry-7">16.0.5.1.8 (2024-02-08)</a></li>
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<li><a class="reference internal" href="#section-3" id="toc-entry-8">16.0.5.1.0 (2023-04-04)</a></li>
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<li><a class="reference internal" href="#section-4" id="toc-entry-9">16.0.5.0.0 (2023-04-01)</a></li>
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<li><a class="reference internal" href="#section-5" id="toc-entry-10">15.0.4.0.5 (2022-07-19)</a></li>
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<li><a class="reference internal" href="#section-6" id="toc-entry-11">15.0.4.0.4 (2022-07-19)</a></li>
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<li><a class="reference internal" href="#section-7" id="toc-entry-12">15.0.4.0.2 (2022-02-16)</a></li>
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||||
<li><a class="reference internal" href="#section-8" id="toc-entry-13">14.0.4.0.0 (2022-01-08)</a></li>
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||||
<li><a class="reference internal" href="#section-9" id="toc-entry-14">14.0.3.6.7 (2021-06-02)</a></li>
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||||
<li><a class="reference internal" href="#section-10" id="toc-entry-15">14.0.3.6.6 (2021-04-23)</a></li>
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||||
<li><a class="reference internal" href="#section-11" id="toc-entry-16">14.0.3.6.5 (2021-04-23)</a></li>
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||||
<li><a class="reference internal" href="#section-12" id="toc-entry-17">14.0.3.6.4 (2021-04-06)</a></li>
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||||
<li><a class="reference internal" href="#section-13" id="toc-entry-18">13.0.3.6.3 (2020-08-28)</a></li>
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||||
<li><a class="reference internal" href="#section-14" id="toc-entry-19">13.0.3.6.2 (2020-04-22)</a></li>
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||||
<li><a class="reference internal" href="#section-15" id="toc-entry-20">13.0.3.6.1 (2020-04-22)</a></li>
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||||
<li><a class="reference internal" href="#section-16" id="toc-entry-21">13.0.3.6.0 (2020-03-28)</a></li>
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||||
<li><a class="reference internal" href="#section-17" id="toc-entry-22">13.0.3.5.0 (2020-01-??)</a></li>
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||||
<li><a class="reference internal" href="#section-18" id="toc-entry-23">12.0.3.5.0 (2019-10-26)</a></li>
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||||
<li><a class="reference internal" href="#section-19" id="toc-entry-24">12.0.3.4.0 (2019-07-09)</a></li>
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<li><a class="reference internal" href="#section-20" id="toc-entry-25">12.0.3.3.0 (2019-01-26)</a></li>
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||||
<li><a class="reference internal" href="#section-21" id="toc-entry-26">11.0.3.2.2 (2018-06-30)</a></li>
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||||
<li><a class="reference internal" href="#section-22" id="toc-entry-27">11.0.3.2.1 (2018-05-29)</a></li>
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<li><a class="reference internal" href="#section-23" id="toc-entry-28">10.0.3.2.0 (2018-05-02)</a></li>
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||||
<li><a class="reference internal" href="#section-24" id="toc-entry-29">11.0.3.1.2 (2018-02-04)</a></li>
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||||
<li><a class="reference internal" href="#section-25" id="toc-entry-30">10.0.3.1.1 (2017-11-14)</a></li>
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<li><a class="reference internal" href="#section-26" id="toc-entry-31">10.0.3.0.4 (2017-10-14)</a></li>
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<li><a class="reference internal" href="#section-27" id="toc-entry-32">10.0.3.0.3 (2017-10-03)</a></li>
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<li><a class="reference internal" href="#section-28" id="toc-entry-33">10.0.3.0.2 (2017-10-01)</a></li>
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<li><a class="reference internal" href="#unreleased" id="toc-entry-34">10.0.2.0.3 (unreleased)</a></li>
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||||
<li><a class="reference internal" href="#section-29" id="toc-entry-35">9.0.2.0.2 (2016-09-27)</a></li>
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<li><a class="reference internal" href="#section-30" id="toc-entry-36">9.0.2.0.1 (2016-05-26)</a></li>
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||||
<li><a class="reference internal" href="#section-31" id="toc-entry-37">9.0.2.0.0 (2016-05-24)</a></li>
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||||
<li><a class="reference internal" href="#section-32" id="toc-entry-38">8.0.1.0.0 (2016-04-27)</a></li>
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<li><a class="reference internal" href="#section-33" id="toc-entry-39">8.0.0.2.0</a></li>
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<li><a class="reference internal" href="#section-1" id="toc-entry-6">17.0.1.0.2 (2024-11-11)</a><ul>
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<li><a class="reference internal" href="#features" id="toc-entry-7">Features</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-40">Bug Tracker</a></li>
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||||
<li><a class="reference internal" href="#credits" id="toc-entry-41">Credits</a><ul>
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||||
<li><a class="reference internal" href="#authors" id="toc-entry-42">Authors</a></li>
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||||
<li><a class="reference internal" href="#contributors" id="toc-entry-43">Contributors</a></li>
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||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-44">Maintainers</a></li>
|
||||
<li><a class="reference internal" href="#section-2" id="toc-entry-8">16.0.5.1.9 (2024-02-09)</a></li>
|
||||
<li><a class="reference internal" href="#section-3" id="toc-entry-9">16.0.5.1.8 (2024-02-08)</a></li>
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||||
<li><a class="reference internal" href="#section-4" id="toc-entry-10">16.0.5.1.0 (2023-04-04)</a></li>
|
||||
<li><a class="reference internal" href="#section-5" id="toc-entry-11">16.0.5.0.0 (2023-04-01)</a></li>
|
||||
<li><a class="reference internal" href="#section-6" id="toc-entry-12">15.0.4.0.5 (2022-07-19)</a></li>
|
||||
<li><a class="reference internal" href="#section-7" id="toc-entry-13">15.0.4.0.4 (2022-07-19)</a></li>
|
||||
<li><a class="reference internal" href="#section-8" id="toc-entry-14">15.0.4.0.2 (2022-02-16)</a></li>
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||||
<li><a class="reference internal" href="#section-9" id="toc-entry-15">14.0.4.0.0 (2022-01-08)</a></li>
|
||||
<li><a class="reference internal" href="#section-10" id="toc-entry-16">14.0.3.6.7 (2021-06-02)</a></li>
|
||||
<li><a class="reference internal" href="#section-11" id="toc-entry-17">14.0.3.6.6 (2021-04-23)</a></li>
|
||||
<li><a class="reference internal" href="#section-12" id="toc-entry-18">14.0.3.6.5 (2021-04-23)</a></li>
|
||||
<li><a class="reference internal" href="#section-13" id="toc-entry-19">14.0.3.6.4 (2021-04-06)</a></li>
|
||||
<li><a class="reference internal" href="#section-14" id="toc-entry-20">13.0.3.6.3 (2020-08-28)</a></li>
|
||||
<li><a class="reference internal" href="#section-15" id="toc-entry-21">13.0.3.6.2 (2020-04-22)</a></li>
|
||||
<li><a class="reference internal" href="#section-16" id="toc-entry-22">13.0.3.6.1 (2020-04-22)</a></li>
|
||||
<li><a class="reference internal" href="#section-17" id="toc-entry-23">13.0.3.6.0 (2020-03-28)</a></li>
|
||||
<li><a class="reference internal" href="#section-18" id="toc-entry-24">13.0.3.5.0 (2020-01-??)</a></li>
|
||||
<li><a class="reference internal" href="#section-19" id="toc-entry-25">12.0.3.5.0 (2019-10-26)</a></li>
|
||||
<li><a class="reference internal" href="#section-20" id="toc-entry-26">12.0.3.4.0 (2019-07-09)</a></li>
|
||||
<li><a class="reference internal" href="#section-21" id="toc-entry-27">12.0.3.3.0 (2019-01-26)</a></li>
|
||||
<li><a class="reference internal" href="#section-22" id="toc-entry-28">11.0.3.2.2 (2018-06-30)</a></li>
|
||||
<li><a class="reference internal" href="#section-23" id="toc-entry-29">11.0.3.2.1 (2018-05-29)</a></li>
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||||
<li><a class="reference internal" href="#section-24" id="toc-entry-30">10.0.3.2.0 (2018-05-02)</a></li>
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<li><a class="reference internal" href="#section-25" id="toc-entry-31">11.0.3.1.2 (2018-02-04)</a></li>
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<li><a class="reference internal" href="#section-26" id="toc-entry-32">10.0.3.1.1 (2017-11-14)</a></li>
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<li><a class="reference internal" href="#section-27" id="toc-entry-33">10.0.3.0.4 (2017-10-14)</a></li>
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||||
<li><a class="reference internal" href="#section-28" id="toc-entry-34">10.0.3.0.3 (2017-10-03)</a></li>
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||||
<li><a class="reference internal" href="#section-29" id="toc-entry-35">10.0.3.0.2 (2017-10-01)</a></li>
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||||
<li><a class="reference internal" href="#unreleased" id="toc-entry-36">10.0.2.0.3 (unreleased)</a></li>
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||||
<li><a class="reference internal" href="#section-30" id="toc-entry-37">9.0.2.0.2 (2016-09-27)</a></li>
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||||
<li><a class="reference internal" href="#section-31" id="toc-entry-38">9.0.2.0.1 (2016-05-26)</a></li>
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<li><a class="reference internal" href="#section-32" id="toc-entry-39">9.0.2.0.0 (2016-05-24)</a></li>
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<li><a class="reference internal" href="#section-33" id="toc-entry-40">8.0.1.0.0 (2016-04-27)</a></li>
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<li><a class="reference internal" href="#section-34" id="toc-entry-41">8.0.0.2.0</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-42">Bug Tracker</a></li>
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||||
<li><a class="reference internal" href="#credits" id="toc-entry-43">Credits</a><ul>
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||||
<li><a class="reference internal" href="#authors" id="toc-entry-44">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-45">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-46">Maintainers</a></li>
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||||
</ul>
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</li>
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</ul>
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@ -481,15 +485,25 @@ can be found on GitHub.</p>
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<div class="section" id="changelog">
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<h1><a class="toc-backref" href="#toc-entry-5">Changelog</a></h1>
|
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<div class="section" id="section-1">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">16.0.5.1.9 (2024-02-09)</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">17.0.1.0.2 (2024-11-11)</a></h2>
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<div class="section" id="features">
|
||||
<h3><a class="toc-backref" href="#toc-entry-7">Features</a></h3>
|
||||
<ul class="simple">
|
||||
<li>Add support for branch companies.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/648">#648</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="section-2">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">16.0.5.1.9 (2024-02-09)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Restore compatibility with python 3.9
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/590">#590</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-2">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">16.0.5.1.8 (2024-02-08)</a></h2>
|
||||
<div class="section" id="section-3">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">16.0.5.1.8 (2024-02-08)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Resolve a permission issue when creating report periods with a user
|
||||
@ -497,16 +511,16 @@ without admin rights.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/596">#596</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-3">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">16.0.5.1.0 (2023-04-04)</a></h2>
|
||||
<div class="section" id="section-4">
|
||||
<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>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-4">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">16.0.5.0.0 (2023-04-01)</a></h2>
|
||||
<div class="section" id="section-5">
|
||||
<h2><a class="toc-backref" href="#toc-entry-11">16.0.5.0.0 (2023-04-01)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Migration to 16.0<ul>
|
||||
@ -546,24 +560,24 @@ enough.</li>
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/415">#415</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-5">
|
||||
<h2><a class="toc-backref" href="#toc-entry-10">15.0.4.0.5 (2022-07-19)</a></h2>
|
||||
<div class="section" id="section-6">
|
||||
<h2><a class="toc-backref" href="#toc-entry-12">15.0.4.0.5 (2022-07-19)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Support users without timezone.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-6">
|
||||
<h2><a class="toc-backref" href="#toc-entry-11">15.0.4.0.4 (2022-07-19)</a></h2>
|
||||
<div class="section" id="section-7">
|
||||
<h2><a class="toc-backref" href="#toc-entry-13">15.0.4.0.4 (2022-07-19)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Allow deleting a report that has subreports.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-7">
|
||||
<h2><a class="toc-backref" href="#toc-entry-12">15.0.4.0.2 (2022-02-16)</a></h2>
|
||||
<div class="section" id="section-8">
|
||||
<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
|
||||
@ -571,8 +585,8 @@ Report Instance form.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/410">#410</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-8">
|
||||
<h2><a class="toc-backref" href="#toc-entry-13">14.0.4.0.0 (2022-01-08)</a></h2>
|
||||
<div class="section" id="section-9">
|
||||
<h2><a class="toc-backref" href="#toc-entry-15">14.0.4.0.0 (2022-01-08)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Remove various field size limits.
|
||||
@ -604,8 +618,8 @@ use <tt class="docutils literal">parent_state</tt>, we now remove this argument.
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-9">
|
||||
<h2><a class="toc-backref" href="#toc-entry-14">14.0.3.6.7 (2021-06-02)</a></h2>
|
||||
<div class="section" id="section-10">
|
||||
<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
|
||||
@ -617,16 +631,16 @@ record solves the problem.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/361">#361</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-10">
|
||||
<h2><a class="toc-backref" href="#toc-entry-15">14.0.3.6.6 (2021-04-23)</a></h2>
|
||||
<div class="section" id="section-11">
|
||||
<h2><a class="toc-backref" href="#toc-entry-17">14.0.3.6.6 (2021-04-23)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Fix drilldown action name when the account model has been customized.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/350">#350</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-11">
|
||||
<h2><a class="toc-backref" href="#toc-entry-16">14.0.3.6.5 (2021-04-23)</a></h2>
|
||||
<div class="section" id="section-12">
|
||||
<h2><a class="toc-backref" href="#toc-entry-18">14.0.3.6.5 (2021-04-23)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>While duplicating a MIS report instance, comparison columns are
|
||||
@ -635,8 +649,8 @@ old source_cmpcol_from_id and source_cmpcol_to_id from the original
|
||||
record. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/343">#343</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-12">
|
||||
<h2><a class="toc-backref" href="#toc-entry-17">14.0.3.6.4 (2021-04-06)</a></h2>
|
||||
<div class="section" id="section-13">
|
||||
<h2><a class="toc-backref" href="#toc-entry-19">14.0.3.6.4 (2021-04-06)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>The drilldown action name displayed on the breadcrumb has been
|
||||
@ -648,8 +662,8 @@ interactive view.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/320">#320</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-13">
|
||||
<h2><a class="toc-backref" href="#toc-entry-18">13.0.3.6.3 (2020-08-28)</a></h2>
|
||||
<div class="section" id="section-14">
|
||||
<h2><a class="toc-backref" href="#toc-entry-20">13.0.3.6.3 (2020-08-28)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Having a “Compare columns” added on a KPI with an associated style
|
||||
@ -663,8 +677,8 @@ the percentages when exporting to XLSX.
|
||||
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/296">#296</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-14">
|
||||
<h2><a class="toc-backref" href="#toc-entry-19">13.0.3.6.2 (2020-04-22)</a></h2>
|
||||
<div class="section" id="section-15">
|
||||
<h2><a class="toc-backref" href="#toc-entry-21">13.0.3.6.2 (2020-04-22)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>The “Settings” button is now displayed for users with the “Show full
|
||||
@ -672,8 +686,8 @@ accounting features” right when previewing a report.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/281">#281</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-15">
|
||||
<h2><a class="toc-backref" href="#toc-entry-20">13.0.3.6.1 (2020-04-22)</a></h2>
|
||||
<div class="section" id="section-16">
|
||||
<h2><a class="toc-backref" href="#toc-entry-22">13.0.3.6.1 (2020-04-22)</a></h2>
|
||||
<p><strong>Bugfixes</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Fix <tt class="docutils literal">TypeError: 'module' object is not iterable</tt> when using budgets
|
||||
@ -681,8 +695,8 @@ 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-16">
|
||||
<h2><a class="toc-backref" href="#toc-entry-21">13.0.3.6.0 (2020-03-28)</a></h2>
|
||||
<div class="section" id="section-17">
|
||||
<h2><a class="toc-backref" href="#toc-entry-23">13.0.3.6.0 (2020-03-28)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>Add column-level filters on analytic account and analytic tags. These
|
||||
@ -700,12 +714,12 @@ balance_sheet.total_assets).
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/155">#155</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-17">
|
||||
<h2><a class="toc-backref" href="#toc-entry-22">13.0.3.5.0 (2020-01-??)</a></h2>
|
||||
<div class="section" id="section-18">
|
||||
<h2><a class="toc-backref" href="#toc-entry-24">13.0.3.5.0 (2020-01-??)</a></h2>
|
||||
<p>Migration to odoo 13.0.</p>
|
||||
</div>
|
||||
<div class="section" id="section-18">
|
||||
<h2><a class="toc-backref" href="#toc-entry-23">12.0.3.5.0 (2019-10-26)</a></h2>
|
||||
<div class="section" id="section-19">
|
||||
<h2><a class="toc-backref" href="#toc-entry-25">12.0.3.5.0 (2019-10-26)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>The <tt class="docutils literal">account_id</tt> field of the model selected in ‘Move lines source’
|
||||
@ -744,8 +758,8 @@ replacing it with %.
|
||||
(<a class="reference external" href="https://github.com/oca/mis-builder/issues/220">#220</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-19">
|
||||
<h2><a class="toc-backref" href="#toc-entry-24">12.0.3.4.0 (2019-07-09)</a></h2>
|
||||
<div class="section" id="section-20">
|
||||
<h2><a class="toc-backref" href="#toc-entry-26">12.0.3.4.0 (2019-07-09)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<ul class="simple">
|
||||
<li>New year-to-date mode for defining periods.
|
||||
@ -769,8 +783,8 @@ non-multi expressions yield tuples of incorrect lenght.
|
||||
(<a class="reference external" href="https://github.com/oca/mis-builder/issues/192">#192</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-20">
|
||||
<h2><a class="toc-backref" href="#toc-entry-25">12.0.3.3.0 (2019-01-26)</a></h2>
|
||||
<div class="section" id="section-21">
|
||||
<h2><a class="toc-backref" href="#toc-entry-27">12.0.3.3.0 (2019-01-26)</a></h2>
|
||||
<p><strong>Features</strong></p>
|
||||
<p><em>Dynamic analytic filters in report preview are not yet available in 11,
|
||||
this requires an update to the JS widget that proved difficult to
|
||||
@ -820,8 +834,8 @@ inherit” is checked, as for all other syle elements.
|
||||
analytic filters, the underlying model must now have an
|
||||
<tt class="docutils literal">analytic_account_id</tt> field.</p>
|
||||
</div>
|
||||
<div class="section" id="section-21">
|
||||
<h2><a class="toc-backref" href="#toc-entry-26">11.0.3.2.2 (2018-06-30)</a></h2>
|
||||
<div class="section" id="section-22">
|
||||
<h2><a class="toc-backref" href="#toc-entry-28">11.0.3.2.2 (2018-06-30)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[FIX] Fix bug in company_default_get call returning id instead of
|
||||
recordset (<a class="reference external" href="https://github.com/OCA/mis-builder/pull/103">#103</a>)</li>
|
||||
@ -830,16 +844,16 @@ that serve as basis for other formulas, but do not need to be
|
||||
displayed). (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/46">#46</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-22">
|
||||
<h2><a class="toc-backref" href="#toc-entry-27">11.0.3.2.1 (2018-05-29)</a></h2>
|
||||
<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
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issue/93">#93</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-23">
|
||||
<h2><a class="toc-backref" href="#toc-entry-28">10.0.3.2.0 (2018-05-02)</a></h2>
|
||||
<div class="section" id="section-24">
|
||||
<h2><a class="toc-backref" href="#toc-entry-30">10.0.3.2.0 (2018-05-02)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[FIX] make subkpi ordering deterministic
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/71">#71</a>)</li>
|
||||
@ -853,13 +867,13 @@ resp positive balances)
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/86">#86</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-24">
|
||||
<h2><a class="toc-backref" href="#toc-entry-29">11.0.3.1.2 (2018-02-04)</a></h2>
|
||||
<div class="section" id="section-25">
|
||||
<h2><a class="toc-backref" href="#toc-entry-31">11.0.3.1.2 (2018-02-04)</a></h2>
|
||||
<p>Migration to Odoo 11. No new feature.
|
||||
(<a class="reference external" href="https://github.com/OCA/mis-builder/pull/67">#67</a>)</p>
|
||||
</div>
|
||||
<div class="section" id="section-25">
|
||||
<h2><a class="toc-backref" href="#toc-entry-30">10.0.3.1.1 (2017-11-14)</a></h2>
|
||||
<div class="section" id="section-26">
|
||||
<h2><a class="toc-backref" href="#toc-entry-32">10.0.3.1.1 (2017-11-14)</a></h2>
|
||||
<p>New features:</p>
|
||||
<ul class="simple">
|
||||
<li>[ADD] month and year relative periods, easier to use than date ranges
|
||||
@ -896,24 +910,24 @@ created (not yet saved) report instances.
|
||||
<li>Alternative move line data sources must have a company_id field.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-26">
|
||||
<h2><a class="toc-backref" href="#toc-entry-31">10.0.3.0.4 (2017-10-14)</a></h2>
|
||||
<div class="section" id="section-27">
|
||||
<h2><a class="toc-backref" href="#toc-entry-33">10.0.3.0.4 (2017-10-14)</a></h2>
|
||||
<p>Bug fix:</p>
|
||||
<ul class="simple">
|
||||
<li>[FIX] issue with initial balance rounding.
|
||||
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/30">#30</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-27">
|
||||
<h2><a class="toc-backref" href="#toc-entry-32">10.0.3.0.3 (2017-10-03)</a></h2>
|
||||
<div class="section" id="section-28">
|
||||
<h2><a class="toc-backref" href="#toc-entry-34">10.0.3.0.3 (2017-10-03)</a></h2>
|
||||
<p>Bug fix:</p>
|
||||
<ul class="simple">
|
||||
<li>[FIX] fix error saving KPI on newly created reports.
|
||||
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/18">#18</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-28">
|
||||
<h2><a class="toc-backref" href="#toc-entry-33">10.0.3.0.2 (2017-10-01)</a></h2>
|
||||
<div class="section" id="section-29">
|
||||
<h2><a class="toc-backref" href="#toc-entry-35">10.0.3.0.2 (2017-10-01)</a></h2>
|
||||
<p>New features:</p>
|
||||
<ul class="simple">
|
||||
<li>[ADD] Alternative move line source per report column. This makes mis
|
||||
@ -958,7 +972,7 @@ user</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="unreleased">
|
||||
<h2><a class="toc-backref" href="#toc-entry-34">10.0.2.0.3 (unreleased)</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-36">10.0.2.0.3 (unreleased)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[IMP] more robust behaviour in presence of missing expressions</li>
|
||||
<li>[FIX] indent style</li>
|
||||
@ -970,24 +984,24 @@ generating reports with no objects</li>
|
||||
<li>[IMP] provide full access to mis builder style for group Adviser.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-29">
|
||||
<h2><a class="toc-backref" href="#toc-entry-35">9.0.2.0.2 (2016-09-27)</a></h2>
|
||||
<div class="section" id="section-30">
|
||||
<h2><a class="toc-backref" href="#toc-entry-37">9.0.2.0.2 (2016-09-27)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[IMP] Add refresh button in mis report preview.</li>
|
||||
<li>[IMP] Widget code changes to allow to add fields in the widget more
|
||||
easily.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-30">
|
||||
<h2><a class="toc-backref" href="#toc-entry-36">9.0.2.0.1 (2016-05-26)</a></h2>
|
||||
<div class="section" id="section-31">
|
||||
<h2><a class="toc-backref" href="#toc-entry-38">9.0.2.0.1 (2016-05-26)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[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.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-31">
|
||||
<h2><a class="toc-backref" href="#toc-entry-37">9.0.2.0.0 (2016-05-24)</a></h2>
|
||||
<div class="section" id="section-32">
|
||||
<h2><a class="toc-backref" href="#toc-entry-39">9.0.2.0.0 (2016-05-24)</a></h2>
|
||||
<p>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.</p>
|
||||
@ -1036,8 +1050,8 @@ more flexible alternative to fiscal periods</li>
|
||||
consolidation accounts have been removed</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-32">
|
||||
<h2><a class="toc-backref" href="#toc-entry-38">8.0.1.0.0 (2016-04-27)</a></h2>
|
||||
<div class="section" id="section-33">
|
||||
<h2><a class="toc-backref" href="#toc-entry-40">8.0.1.0.0 (2016-04-27)</a></h2>
|
||||
<ul class="simple">
|
||||
<li>The copy of a MIS Report Instance now copies period.
|
||||
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/pull/181">https://github.com/OCA/account-financial-reporting/pull/181</a></li>
|
||||
@ -1061,13 +1075,13 @@ value). <a class="reference external" href="https://github.com/OCA/account-finan
|
||||
<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>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="section-33">
|
||||
<h2><a class="toc-backref" href="#toc-entry-39">8.0.0.2.0</a></h2>
|
||||
<div class="section" id="section-34">
|
||||
<h2><a class="toc-backref" href="#toc-entry-41">8.0.0.2.0</a></h2>
|
||||
<p>Pre-history. Or rather, you need to look at the git log.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-40">Bug Tracker</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-42">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/mis-builder/issues">GitHub Issues</a>.
|
||||
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
|
||||
@ -1075,15 +1089,15 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-41">Credits</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-43">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-42">Authors</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-44">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>ACSONE SA/NV</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-43">Contributors</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-45">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
|
||||
<li>Laetitia Gangloff <<a class="reference external" href="mailto:laetitia.gangloff@acsone.eu">laetitia.gangloff@acsone.eu</a>></li>
|
||||
@ -1117,7 +1131,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-44">Maintainers</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-46">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||||
|
||||
@ -90,6 +90,7 @@ class TestAEP(common.TransactionCase):
|
||||
self.aep.parse_expr("bali[700IN]")
|
||||
self.aep.parse_expr("bale[700IN]")
|
||||
self.aep.parse_expr("balp[700IN]")
|
||||
self.aep.parse_expr("balp[700NA]") # account that does not exist
|
||||
self.aep.parse_expr("bali[400AR]")
|
||||
self.aep.parse_expr("bale[400AR]")
|
||||
self.aep.parse_expr("balp[400AR]")
|
||||
@ -200,6 +201,8 @@ class TestAEP(common.TransactionCase):
|
||||
# check ending balance
|
||||
self.assertEqual(self._eval("bale[400AR]"), 400)
|
||||
self.assertEqual(self._eval("bale[700IN]"), -300)
|
||||
# check result for non existing account
|
||||
self.assertIs(self._eval("bale[700NA]"), AccountingNone)
|
||||
|
||||
# let's query for March
|
||||
self._do_queries(
|
||||
@ -234,9 +237,14 @@ class TestAEP(common.TransactionCase):
|
||||
|
||||
# unallocated p&l from previous year
|
||||
self.assertEqual(self._eval("balu[]"), -100)
|
||||
|
||||
# TODO allocate profits, and then...
|
||||
|
||||
# let's query for December where there is no data
|
||||
self._do_queries(
|
||||
datetime.date(self.curr_year, 12, 1), datetime.date(self.curr_year, 12, 31)
|
||||
)
|
||||
self.assertIs(self._eval("balp[700IN]"), AccountingNone)
|
||||
|
||||
def test_aep_by_account(self):
|
||||
self.aep.done_parsing()
|
||||
self._do_queries(
|
||||
@ -410,3 +418,40 @@ class TestAEP(common.TransactionCase):
|
||||
datetime.date(self.prev_year, 12, 1),
|
||||
)
|
||||
assert "Error while querying move line source" in str(cm.exception)
|
||||
|
||||
def test_aep_branch(self):
|
||||
# create branch
|
||||
self.branch = self.res_company.create(
|
||||
{
|
||||
"name": "AEP Branch",
|
||||
"parent_id": self.company.id,
|
||||
}
|
||||
)
|
||||
# create branch move in March this year
|
||||
branch_move = self._create_move(
|
||||
date=datetime.date(self.curr_year, 3, 1),
|
||||
amount=50,
|
||||
debit_acc=self.account_ar,
|
||||
credit_acc=self.account_in,
|
||||
)
|
||||
branch_move.company_id = self.branch
|
||||
self.aep = AEP(self.company | self.branch)
|
||||
self.aep.parse_expr("balp[]")
|
||||
self.aep.parse_expr("bale[]")
|
||||
self.aep.parse_expr("bali[]")
|
||||
self.aep.done_parsing()
|
||||
# test variation and ending balance
|
||||
self._do_queries(
|
||||
datetime.date(self.curr_year, 3, 1), datetime.date(self.curr_year, 3, 31)
|
||||
)
|
||||
variation = self._eval_by_account_id("balp[]")
|
||||
self.assertEqual(variation, {self.account_ar.id: 550, self.account_in.id: -550})
|
||||
ending = self._eval_by_account_id("bale[]")
|
||||
self.assertEqual(ending, {self.account_ar.id: 950, self.account_in.id: -850})
|
||||
# initial balance at beginning of the next period is the ending balance
|
||||
# of previous period
|
||||
self._do_queries(
|
||||
datetime.date(self.curr_year, 4, 1), datetime.date(self.curr_year, 4, 30)
|
||||
)
|
||||
initial = self._eval_by_account_id("bali[]")
|
||||
self.assertEqual(initial, {self.account_ar.id: 950, self.account_in.id: -850})
|
||||
|
||||
Loading…
Reference in New Issue
Block a user