Flectra/mis-builder
1
0
Fork 0
mirror of https://gitlab.com/flectra-community/mis-builder.git synced 2024-12-23 04:41:46 +00:00
Code Issues Projects Releases Wiki Activity

Automatic Update form OCA2FC Migrator

Browse Source
This commit is contained in:
Flectra Community Bot 2024-12-03 14:14:01 +01:00 committed by Thomas Winteler
parent a8a08d7211
commit 5c16695785
7 changed files with 194 additions and 119 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

2
README.md
View File

@ -11,6 +11,6 @@ addon | version | summary
--- | --- | --- --- | --- | ---
[mis_builder_budget](mis_builder_budget/) | 3.0.1.2.0| Create budgets for MIS reports [mis_builder_budget](mis_builder_budget/) | 3.0.1.2.0| Create budgets for MIS reports
[mis_builder_demo](mis_builder_demo/) | 3.0.1.0.0| Demo addon for MIS Builder [mis_builder_demo](mis_builder_demo/) | 3.0.1.0.0| Demo addon for MIS Builder
[mis_builder](mis_builder/) | 3.0.1.0.1| Build 'Management Information System' Reports and Dashboards [mis_builder](mis_builder/) | 3.0.1.0.4| Build 'Management Information System' Reports and Dashboards

11
mis_builder/README.rst
View File

@ -7,7 +7,7 @@ MIS Builder
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:b77109780c345283441ae799e88053caf41557f5746ecbd96ff63cb08c081d35 !! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
@ -100,6 +100,15 @@ can be found on GitHub.
Changelog Changelog
========= =========
17.0.1.0.2 (2024-11-11)
-----------------------
Features
~~~~~~~~
- Add support for branch companies.
(`#648 <https://github.com/OCA/mis-builder/issues/648>`__)
16.0.5.1.9 (2024-02-09) 16.0.5.1.9 (2024-02-09)
----------------------- -----------------------

2
mis_builder/__manifest__.py
View File

@ -3,7 +3,7 @@
{ {
"name": "MIS Builder", "name": "MIS Builder",
"version": "3.0.1.0.1", "version": "3.0.1.0.4",
"category": "Reporting", "category": "Reporting",
"summary": """ "summary": """
Build 'Management Information System' Reports and Dashboards Build 'Management Information System' Reports and Dashboards

4
mis_builder/i18n/zh_CN.po
View File

@ -6,7 +6,7 @@ msgid ""
msgstr "" msgstr ""
"Project-Id-Version: Odoo Server 17.0\n" "Project-Id-Version: Odoo Server 17.0\n"
"Report-Msgid-Bugs-To: \n" "Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-08-27 12:06+0000\n" "PO-Revision-Date: 2024-11-15 10:06+0000\n"
"Last-Translator: xtanuiha <feihu.zhang@live.com>\n" "Last-Translator: xtanuiha <feihu.zhang@live.com>\n"
"Language-Team: none\n" "Language-Team: none\n"
"Language: zh_CN\n" "Language: zh_CN\n"
@ -95,7 +95,7 @@ msgid ""
" positive balance, negative balance." " positive balance, negative balance."
msgstr "" msgstr ""
"<code>bal</code>, <code>crd</code>, <code>deb</code>, <code>pbal</code>, " "<code>bal</code>, <code>crd</code>, <code>deb</code>, <code>pbal</code>, "
"<code>nbal</code> : 余额，借方，贷方，正余额，负余额。" "<code>nbal</code> : 余额，贷方，借方，正余额，负余额。"
#. module: mis_builder #. module: mis_builder
#: model_terms:ir.ui.view,arch_db:mis_builder.mis_report_view_kpi_form #: model_terms:ir.ui.view,arch_db:mis_builder.mis_report_view_kpi_form

11
mis_builder/models/aep.py
View File

@ -12,6 +12,7 @@ from flectra.tools.float_utils import float_is_zero
from flectra.tools.safe_eval import datetime, dateutil, safe_eval, time from flectra.tools.safe_eval import datetime, dateutil, safe_eval, time
from .accounting_none import AccountingNone from .accounting_none import AccountingNone
from .simple_array import SimpleArray
_logger = logging.getLogger(__name__) _logger = logging.getLogger(__name__)
@ -316,7 +317,11 @@ class AccountingExpressionProcessor:
aml_model = aml_model.with_context(active_test=False) aml_model = aml_model.with_context(active_test=False)
company_rates = self._get_company_rates(date_to) company_rates = self._get_company_rates(date_to)
# {(domain, mode): {account_id: (debit, credit)}} # {(domain, mode): {account_id: (debit, credit)}}
self._data = defaultdict(dict) self._data = defaultdict(
lambda: defaultdict(
lambda: SimpleArray((AccountingNone, AccountingNone)),
)
)
domain_by_mode = {} domain_by_mode = {}
ends = [] ends = []
for key in self._map_account_ids: for key in self._map_account_ids:
@ -364,7 +369,9 @@ class AccountingExpressionProcessor:
): ):
# in initial mode, ignore accounts with 0 balance # in initial mode, ignore accounts with 0 balance
continue continue
self._data[key][acc["account_id"][0]] = (debit * rate, credit * rate) # due to branches, it's possible to have multiple acc
# with the same account_id
self._data[key][acc["account_id"][0]] += (debit * rate, credit * rate)
# compute ending balances by summing initial and variation # compute ending balances by summing initial and variation
for key in ends: for key in ends:
domain, mode = key domain, mode = key

236
mis_builder/static/description/index.html
View File

@ -367,7 +367,7 @@ ul.auto-toc {
!! This file is generated by oca-gen-addon-readme !! !! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !! !! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:b77109780c345283441ae799e88053caf41557f5746ecbd96ff63cb08c081d35 !! source digest: sha256:cb9411126609016ab4d14f56da97fa22dbdecf81b69ec9e091a431a47eb27011
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/mis-builder/tree/17.0/mis_builder"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/mis-builder/tree/17.0/mis_builder"><img alt="OCA/mis-builder" src="https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/mis-builder-17-0/mis-builder-17-0-mis_builder"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows you to build Management Information Systems <p>This module allows you to build Management Information Systems
@ -383,47 +383,51 @@ to PDF, Excel and they can be added to Odoo dashboards.</p>
<li><a class="reference internal" href="#development" id="toc-entry-3">Development</a></li> <li><a class="reference internal" href="#development" id="toc-entry-3">Development</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-4">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="toc-entry-5">Changelog</a><ul> <li><a class="reference internal" href="#changelog" id="toc-entry-5">Changelog</a><ul>
<li><a class="reference internal" href="#section-1" id="toc-entry-6">16.0.5.1.9 (2024-02-09)</a></li> <li><a class="reference internal" href="#section-1" id="toc-entry-6">17.0.1.0.2 (2024-11-11)</a><ul>
<li><a class="reference internal" href="#section-2" id="toc-entry-7">16.0.5.1.8 (2024-02-08)</a></li> <li><a class="reference internal" href="#features" id="toc-entry-7">Features</a></li>
<li><a class="reference internal" href="#section-3" id="toc-entry-8">16.0.5.1.0 (2023-04-04)</a></li>
<li><a class="reference internal" href="#section-4" id="toc-entry-9">16.0.5.0.0 (2023-04-01)</a></li>
<li><a class="reference internal" href="#section-5" id="toc-entry-10">15.0.4.0.5 (2022-07-19)</a></li>
<li><a class="reference internal" href="#section-6" id="toc-entry-11">15.0.4.0.4 (2022-07-19)</a></li>
<li><a class="reference internal" href="#section-7" id="toc-entry-12">15.0.4.0.2 (2022-02-16)</a></li>
<li><a class="reference internal" href="#section-8" id="toc-entry-13">14.0.4.0.0 (2022-01-08)</a></li>
<li><a class="reference internal" href="#section-9" id="toc-entry-14">14.0.3.6.7 (2021-06-02)</a></li>
<li><a class="reference internal" href="#section-10" id="toc-entry-15">14.0.3.6.6 (2021-04-23)</a></li>
<li><a class="reference internal" href="#section-11" id="toc-entry-16">14.0.3.6.5 (2021-04-23)</a></li>
<li><a class="reference internal" href="#section-12" id="toc-entry-17">14.0.3.6.4 (2021-04-06)</a></li>
<li><a class="reference internal" href="#section-13" id="toc-entry-18">13.0.3.6.3 (2020-08-28)</a></li>
<li><a class="reference internal" href="#section-14" id="toc-entry-19">13.0.3.6.2 (2020-04-22)</a></li>
<li><a class="reference internal" href="#section-15" id="toc-entry-20">13.0.3.6.1 (2020-04-22)</a></li>
<li><a class="reference internal" href="#section-16" id="toc-entry-21">13.0.3.6.0 (2020-03-28)</a></li>
<li><a class="reference internal" href="#section-17" id="toc-entry-22">13.0.3.5.0 (2020-01-??)</a></li>
<li><a class="reference internal" href="#section-18" id="toc-entry-23">12.0.3.5.0 (2019-10-26)</a></li>
<li><a class="reference internal" href="#section-19" id="toc-entry-24">12.0.3.4.0 (2019-07-09)</a></li>
<li><a class="reference internal" href="#section-20" id="toc-entry-25">12.0.3.3.0 (2019-01-26)</a></li>
<li><a class="reference internal" href="#section-21" id="toc-entry-26">11.0.3.2.2 (2018-06-30)</a></li>
<li><a class="reference internal" href="#section-22" id="toc-entry-27">11.0.3.2.1 (2018-05-29)</a></li>
<li><a class="reference internal" href="#section-23" id="toc-entry-28">10.0.3.2.0 (2018-05-02)</a></li>
<li><a class="reference internal" href="#section-24" id="toc-entry-29">11.0.3.1.2 (2018-02-04)</a></li>
<li><a class="reference internal" href="#section-25" id="toc-entry-30">10.0.3.1.1 (2017-11-14)</a></li>
<li><a class="reference internal" href="#section-26" id="toc-entry-31">10.0.3.0.4 (2017-10-14)</a></li>
<li><a class="reference internal" href="#section-27" id="toc-entry-32">10.0.3.0.3 (2017-10-03)</a></li>
<li><a class="reference internal" href="#section-28" id="toc-entry-33">10.0.3.0.2 (2017-10-01)</a></li>
<li><a class="reference internal" href="#unreleased" id="toc-entry-34">10.0.2.0.3 (unreleased)</a></li>
<li><a class="reference internal" href="#section-29" id="toc-entry-35">9.0.2.0.2 (2016-09-27)</a></li>
<li><a class="reference internal" href="#section-30" id="toc-entry-36">9.0.2.0.1 (2016-05-26)</a></li>
<li><a class="reference internal" href="#section-31" id="toc-entry-37">9.0.2.0.0 (2016-05-24)</a></li>
<li><a class="reference internal" href="#section-32" id="toc-entry-38">8.0.1.0.0 (2016-04-27)</a></li>
<li><a class="reference internal" href="#section-33" id="toc-entry-39">8.0.0.2.0</a></li>
</ul> </ul>
</li> </li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-40">Bug Tracker</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="#credits" id="toc-entry-41">Credits</a><ul> <li><a class="reference internal" href="#section-3" id="toc-entry-9">16.0.5.1.8 (2024-02-08)</a></li>
<li><a class="reference internal" href="#authors" id="toc-entry-42">Authors</a></li> <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="#contributors" id="toc-entry-43">Contributors</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="#maintainers" id="toc-entry-44">Maintainers</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>
<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>
<li><a class="reference internal" href="#section-24" id="toc-entry-30">10.0.3.2.0 (2018-05-02)</a></li>
<li><a class="reference internal" href="#section-25" id="toc-entry-31">11.0.3.1.2 (2018-02-04)</a></li>
<li><a class="reference internal" href="#section-26" id="toc-entry-32">10.0.3.1.1 (2017-11-14)</a></li>
<li><a class="reference internal" href="#section-27" id="toc-entry-33">10.0.3.0.4 (2017-10-14)</a></li>
<li><a class="reference internal" href="#section-28" id="toc-entry-34">10.0.3.0.3 (2017-10-03)</a></li>
<li><a class="reference internal" href="#section-29" id="toc-entry-35">10.0.3.0.2 (2017-10-01)</a></li>
<li><a class="reference internal" href="#unreleased" id="toc-entry-36">10.0.2.0.3 (unreleased)</a></li>
<li><a class="reference internal" href="#section-30" id="toc-entry-37">9.0.2.0.2 (2016-09-27)</a></li>
<li><a class="reference internal" href="#section-31" id="toc-entry-38">9.0.2.0.1 (2016-05-26)</a></li>
<li><a class="reference internal" href="#section-32" id="toc-entry-39">9.0.2.0.0 (2016-05-24)</a></li>
<li><a class="reference internal" href="#section-33" id="toc-entry-40">8.0.1.0.0 (2016-04-27)</a></li>
<li><a class="reference internal" href="#section-34" id="toc-entry-41">8.0.0.2.0</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-42">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-43">Credits</a><ul>
<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>
</ul> </ul>
</li> </li>
</ul> </ul>
@ -481,15 +485,25 @@ can be found on GitHub.</p>
<div class="section" id="changelog"> <div class="section" id="changelog">
<h1><a class="toc-backref" href="#toc-entry-5">Changelog</a></h1> <h1><a class="toc-backref" href="#toc-entry-5">Changelog</a></h1>
<div class="section" id="section-1"> <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>
<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> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Restore compatibility with python 3.9 <li>Restore compatibility with python 3.9
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/590">#590</a>)</li> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/590">#590</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-2"> <div class="section" id="section-3">
<h2><a class="toc-backref" href="#toc-entry-7">16.0.5.1.8 (2024-02-08)</a></h2> <h2><a class="toc-backref" href="#toc-entry-9">16.0.5.1.8 (2024-02-08)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Resolve a permission issue when creating report periods with a user <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/596">#596</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-3"> <div class="section" id="section-4">
<h2><a class="toc-backref" href="#toc-entry-8">16.0.5.1.0 (2023-04-04)</a></h2> <h2><a class="toc-backref" href="#toc-entry-10">16.0.5.1.0 (2023-04-04)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>Improve UX by adding the option to edit the pivot date directly on <li>Improve UX by adding the option to edit the pivot date directly on
the view.</li> the view.</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-4"> <div class="section" id="section-5">
<h2><a class="toc-backref" href="#toc-entry-9">16.0.5.0.0 (2023-04-01)</a></h2> <h2><a class="toc-backref" href="#toc-entry-11">16.0.5.0.0 (2023-04-01)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>Migration to 16.0<ul> <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/415">#415</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-5"> <div class="section" id="section-6">
<h2><a class="toc-backref" href="#toc-entry-10">15.0.4.0.5 (2022-07-19)</a></h2> <h2><a class="toc-backref" href="#toc-entry-12">15.0.4.0.5 (2022-07-19)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Support users without timezone. <li>Support users without timezone.
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/388">#388</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-6"> <div class="section" id="section-7">
<h2><a class="toc-backref" href="#toc-entry-11">15.0.4.0.4 (2022-07-19)</a></h2> <h2><a class="toc-backref" href="#toc-entry-13">15.0.4.0.4 (2022-07-19)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Allow deleting a report that has subreports. <li>Allow deleting a report that has subreports.
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/431">#431</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-7"> <div class="section" id="section-8">
<h2><a class="toc-backref" href="#toc-entry-12">15.0.4.0.2 (2022-02-16)</a></h2> <h2><a class="toc-backref" href="#toc-entry-14">15.0.4.0.2 (2022-02-16)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Fix access right issue when clicking the “Save” button on a MIS <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/410">#410</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-8"> <div class="section" id="section-9">
<h2><a class="toc-backref" href="#toc-entry-13">14.0.4.0.0 (2022-01-08)</a></h2> <h2><a class="toc-backref" href="#toc-entry-15">14.0.4.0.0 (2022-01-08)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>Remove various field size limits. <li>Remove various field size limits.
@ -604,8 +618,8 @@ use <tt class="docutils literal">parent_state</tt>, we now remove this argument.
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="section-9"> <div class="section" id="section-10">
<h2><a class="toc-backref" href="#toc-entry-14">14.0.3.6.7 (2021-06-02)</a></h2> <h2><a class="toc-backref" href="#toc-entry-16">14.0.3.6.7 (2021-06-02)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>When on a MIS Report Instance, if you wanted to generate a new line <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/361">#361</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-10"> <div class="section" id="section-11">
<h2><a class="toc-backref" href="#toc-entry-15">14.0.3.6.6 (2021-04-23)</a></h2> <h2><a class="toc-backref" href="#toc-entry-17">14.0.3.6.6 (2021-04-23)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Fix drilldown action name when the account model has been customized. <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/350">#350</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-11"> <div class="section" id="section-12">
<h2><a class="toc-backref" href="#toc-entry-16">14.0.3.6.5 (2021-04-23)</a></h2> <h2><a class="toc-backref" href="#toc-entry-18">14.0.3.6.5 (2021-04-23)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>While duplicating a MIS report instance, comparison columns are <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> record. (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/343">#343</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-12"> <div class="section" id="section-13">
<h2><a class="toc-backref" href="#toc-entry-17">14.0.3.6.4 (2021-04-06)</a></h2> <h2><a class="toc-backref" href="#toc-entry-19">14.0.3.6.4 (2021-04-06)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>The drilldown action name displayed on the breadcrumb has been <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/320">#320</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-13"> <div class="section" id="section-14">
<h2><a class="toc-backref" href="#toc-entry-18">13.0.3.6.3 (2020-08-28)</a></h2> <h2><a class="toc-backref" href="#toc-entry-20">13.0.3.6.3 (2020-08-28)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Having a “Compare columns” added on a KPI with an associated style <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> <a class="reference external" href="https://github.com/OCA/mis-builder/issues/296">#296</a></li>
</ul> </ul>
</div> </div>
<div class="section" id="section-14"> <div class="section" id="section-15">
<h2><a class="toc-backref" href="#toc-entry-19">13.0.3.6.2 (2020-04-22)</a></h2> <h2><a class="toc-backref" href="#toc-entry-21">13.0.3.6.2 (2020-04-22)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>The “Settings” button is now displayed for users with the “Show full <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/281">#281</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-15"> <div class="section" id="section-16">
<h2><a class="toc-backref" href="#toc-entry-20">13.0.3.6.1 (2020-04-22)</a></h2> <h2><a class="toc-backref" href="#toc-entry-22">13.0.3.6.1 (2020-04-22)</a></h2>
<p><strong>Bugfixes</strong></p> <p><strong>Bugfixes</strong></p>
<ul class="simple"> <ul class="simple">
<li>Fix <tt class="docutils literal">TypeError: 'module' object is not iterable</tt> when using budgets <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/276">#276</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-16"> <div class="section" id="section-17">
<h2><a class="toc-backref" href="#toc-entry-21">13.0.3.6.0 (2020-03-28)</a></h2> <h2><a class="toc-backref" href="#toc-entry-23">13.0.3.6.0 (2020-03-28)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>Add column-level filters on analytic account and analytic tags. These <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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/155">#155</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-17"> <div class="section" id="section-18">
<h2><a class="toc-backref" href="#toc-entry-22">13.0.3.5.0 (2020-01-??)</a></h2> <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> <p>Migration to odoo 13.0.</p>
</div> </div>
<div class="section" id="section-18"> <div class="section" id="section-19">
<h2><a class="toc-backref" href="#toc-entry-23">12.0.3.5.0 (2019-10-26)</a></h2> <h2><a class="toc-backref" href="#toc-entry-25">12.0.3.5.0 (2019-10-26)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>The <tt class="docutils literal">account_id</tt> field of the model selected in ‘Move lines source’ <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> (<a class="reference external" href="https://github.com/oca/mis-builder/issues/220">#220</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-19"> <div class="section" id="section-20">
<h2><a class="toc-backref" href="#toc-entry-24">12.0.3.4.0 (2019-07-09)</a></h2> <h2><a class="toc-backref" href="#toc-entry-26">12.0.3.4.0 (2019-07-09)</a></h2>
<p><strong>Features</strong></p> <p><strong>Features</strong></p>
<ul class="simple"> <ul class="simple">
<li>New year-to-date mode for defining periods. <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> (<a class="reference external" href="https://github.com/oca/mis-builder/issues/192">#192</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-20"> <div class="section" id="section-21">
<h2><a class="toc-backref" href="#toc-entry-25">12.0.3.3.0 (2019-01-26)</a></h2> <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><strong>Features</strong></p>
<p><em>Dynamic analytic filters in report preview are not yet available in 11, <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 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 analytic filters, the underlying model must now have an
<tt class="docutils literal">analytic_account_id</tt> field.</p> <tt class="docutils literal">analytic_account_id</tt> field.</p>
</div> </div>
<div class="section" id="section-21"> <div class="section" id="section-22">
<h2><a class="toc-backref" href="#toc-entry-26">11.0.3.2.2 (2018-06-30)</a></h2> <h2><a class="toc-backref" href="#toc-entry-28">11.0.3.2.2 (2018-06-30)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[FIX] Fix bug in company_default_get call returning id instead of <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> 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> displayed). (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/46">#46</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-22"> <div class="section" id="section-23">
<h2><a class="toc-backref" href="#toc-entry-27">11.0.3.2.1 (2018-05-29)</a></h2> <h2><a class="toc-backref" href="#toc-entry-29">11.0.3.2.1 (2018-05-29)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[FIX] Missing comparison operator for AccountingNone leading to <li>[FIX] Missing comparison operator for AccountingNone leading to
errors in pbal computations errors in pbal computations
(<a class="reference external" href="https://github.com/OCA/mis-builder/issue/93">#93</a>)</li> (<a class="reference external" href="https://github.com/OCA/mis-builder/issue/93">#93</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-23"> <div class="section" id="section-24">
<h2><a class="toc-backref" href="#toc-entry-28">10.0.3.2.0 (2018-05-02)</a></h2> <h2><a class="toc-backref" href="#toc-entry-30">10.0.3.2.0 (2018-05-02)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[FIX] make subkpi ordering deterministic <li>[FIX] make subkpi ordering deterministic
(<a class="reference external" href="https://github.com/OCA/mis-builder/issues/71">#71</a>)</li> (<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> (<a class="reference external" href="https://github.com/OCA/mis-builder/issues/86">#86</a>)</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-24"> <div class="section" id="section-25">
<h2><a class="toc-backref" href="#toc-entry-29">11.0.3.1.2 (2018-02-04)</a></h2> <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. <p>Migration to Odoo 11. No new feature.
(<a class="reference external" href="https://github.com/OCA/mis-builder/pull/67">#67</a>)</p> (<a class="reference external" href="https://github.com/OCA/mis-builder/pull/67">#67</a>)</p>
</div> </div>
<div class="section" id="section-25"> <div class="section" id="section-26">
<h2><a class="toc-backref" href="#toc-entry-30">10.0.3.1.1 (2017-11-14)</a></h2> <h2><a class="toc-backref" href="#toc-entry-32">10.0.3.1.1 (2017-11-14)</a></h2>
<p>New features:</p> <p>New features:</p>
<ul class="simple"> <ul class="simple">
<li>[ADD] month and year relative periods, easier to use than date ranges <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> <li>Alternative move line data sources must have a company_id field.</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-26"> <div class="section" id="section-27">
<h2><a class="toc-backref" href="#toc-entry-31">10.0.3.0.4 (2017-10-14)</a></h2> <h2><a class="toc-backref" href="#toc-entry-33">10.0.3.0.4 (2017-10-14)</a></h2>
<p>Bug fix:</p> <p>Bug fix:</p>
<ul class="simple"> <ul class="simple">
<li>[FIX] issue with initial balance rounding. <li>[FIX] issue with initial balance rounding.
<a class="reference external" href="https://github.com/OCA/mis-builder/issues/30">#30</a></li> <a class="reference external" href="https://github.com/OCA/mis-builder/issues/30">#30</a></li>
</ul> </ul>
</div> </div>
<div class="section" id="section-27"> <div class="section" id="section-28">
<h2><a class="toc-backref" href="#toc-entry-32">10.0.3.0.3 (2017-10-03)</a></h2> <h2><a class="toc-backref" href="#toc-entry-34">10.0.3.0.3 (2017-10-03)</a></h2>
<p>Bug fix:</p> <p>Bug fix:</p>
<ul class="simple"> <ul class="simple">
<li>[FIX] fix error saving KPI on newly created reports. <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> <a class="reference external" href="https://github.com/OCA/mis-builder/issues/18">#18</a></li>
</ul> </ul>
</div> </div>
<div class="section" id="section-28"> <div class="section" id="section-29">
<h2><a class="toc-backref" href="#toc-entry-33">10.0.3.0.2 (2017-10-01)</a></h2> <h2><a class="toc-backref" href="#toc-entry-35">10.0.3.0.2 (2017-10-01)</a></h2>
<p>New features:</p> <p>New features:</p>
<ul class="simple"> <ul class="simple">
<li>[ADD] Alternative move line source per report column. This makes mis <li>[ADD] Alternative move line source per report column. This makes mis
@ -958,7 +972,7 @@ user</li>
</ul> </ul>
</div> </div>
<div class="section" id="unreleased"> <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"> <ul class="simple">
<li>[IMP] more robust behaviour in presence of missing expressions</li> <li>[IMP] more robust behaviour in presence of missing expressions</li>
<li>[FIX] indent style</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> <li>[IMP] provide full access to mis builder style for group Adviser.</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-29"> <div class="section" id="section-30">
<h2><a class="toc-backref" href="#toc-entry-35">9.0.2.0.2 (2016-09-27)</a></h2> <h2><a class="toc-backref" href="#toc-entry-37">9.0.2.0.2 (2016-09-27)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[IMP] Add refresh button in mis report preview.</li> <li>[IMP] Add refresh button in mis report preview.</li>
<li>[IMP] Widget code changes to allow to add fields in the widget more <li>[IMP] Widget code changes to allow to add fields in the widget more
easily.</li> easily.</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-30"> <div class="section" id="section-31">
<h2><a class="toc-backref" href="#toc-entry-36">9.0.2.0.1 (2016-05-26)</a></h2> <h2><a class="toc-backref" href="#toc-entry-38">9.0.2.0.1 (2016-05-26)</a></h2>
<ul class="simple"> <ul class="simple">
<li>[IMP] remove unused argument in declare_and_compute_period() for a <li>[IMP] remove unused argument in declare_and_compute_period() for a
cleaner API. This is a breaking API changing merged in urgency before cleaner API. This is a breaking API changing merged in urgency before
it is used by other modules.</li> it is used by other modules.</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-31"> <div class="section" id="section-32">
<h2><a class="toc-backref" href="#toc-entry-37">9.0.2.0.0 (2016-05-24)</a></h2> <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 <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 April 26-29, 2016. The rest (ie a major refactoring) has been done in
the weeks after.</p> the weeks after.</p>
@ -1036,8 +1050,8 @@ more flexible alternative to fiscal periods</li>
consolidation accounts have been removed</li> consolidation accounts have been removed</li>
</ul> </ul>
</div> </div>
<div class="section" id="section-32"> <div class="section" id="section-33">
<h2><a class="toc-backref" href="#toc-entry-38">8.0.1.0.0 (2016-04-27)</a></h2> <h2><a class="toc-backref" href="#toc-entry-40">8.0.1.0.0 (2016-04-27)</a></h2>
<ul class="simple"> <ul class="simple">
<li>The copy of a MIS Report Instance now copies period. <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> <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> <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> </ul>
</div> </div>
<div class="section" id="section-33"> <div class="section" id="section-34">
<h2><a class="toc-backref" href="#toc-entry-39">8.0.0.2.0</a></h2> <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> <p>Pre-history. Or rather, you need to look at the git log.</p>
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <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>. <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. 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 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> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <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"> <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"> <ul class="simple">
<li>ACSONE SA/NV</li> <li>ACSONE SA/NV</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <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"> <ul class="simple">
<li>Stéphane Bidoul &lt;<a class="reference external" href="mailto:stephane.bidoul&#64;acsone.eu">stephane.bidoul&#64;acsone.eu</a>&gt;</li> <li>Stéphane Bidoul &lt;<a class="reference external" href="mailto:stephane.bidoul&#64;acsone.eu">stephane.bidoul&#64;acsone.eu</a>&gt;</li>
<li>Laetitia Gangloff &lt;<a class="reference external" href="mailto:laetitia.gangloff&#64;acsone.eu">laetitia.gangloff&#64;acsone.eu</a>&gt;</li> <li>Laetitia Gangloff &lt;<a class="reference external" href="mailto:laetitia.gangloff&#64;acsone.eu">laetitia.gangloff&#64;acsone.eu</a>&gt;</li>
@ -1117,7 +1131,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
</ul> </ul>
</div> </div>
<div class="section" id="maintainers"> <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> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"> <a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /> <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />

47
mis_builder/tests/test_aep.py
View File

@ -90,6 +90,7 @@ class TestAEP(common.TransactionCase):
self.aep.parse_expr("bali[700IN]") self.aep.parse_expr("bali[700IN]")
self.aep.parse_expr("bale[700IN]") self.aep.parse_expr("bale[700IN]")
self.aep.parse_expr("balp[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("bali[400AR]")
self.aep.parse_expr("bale[400AR]") self.aep.parse_expr("bale[400AR]")
self.aep.parse_expr("balp[400AR]") self.aep.parse_expr("balp[400AR]")
@ -200,6 +201,8 @@ class TestAEP(common.TransactionCase):
# check ending balance # check ending balance
self.assertEqual(self._eval("bale[400AR]"), 400) self.assertEqual(self._eval("bale[400AR]"), 400)
self.assertEqual(self._eval("bale[700IN]"), -300) 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 # let's query for March
self._do_queries( self._do_queries(
@ -234,9 +237,14 @@ class TestAEP(common.TransactionCase):
# unallocated p&l from previous year # unallocated p&l from previous year
self.assertEqual(self._eval("balu[]"), -100) self.assertEqual(self._eval("balu[]"), -100)
# TODO allocate profits, and then... # 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): def test_aep_by_account(self):
self.aep.done_parsing() self.aep.done_parsing()
self._do_queries( self._do_queries(
@ -410,3 +418,40 @@ class TestAEP(common.TransactionCase):
datetime.date(self.prev_year, 12, 1), datetime.date(self.prev_year, 12, 1),
) )
assert "Error while querying move line source" in str(cm.exception) 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})