diff --git a/mis_builder/README.rst b/mis_builder/README.rst index 823dc3906..bba17ed26 100644 --- a/mis_builder/README.rst +++ b/mis_builder/README.rst @@ -1,7 +1,3 @@ -.. image:: https://odoo-community.org/readme-banner-image - :target: https://odoo-community.org/get-involved?utm_source=readme - :alt: Odoo Community Association - =========== MIS Builder =========== @@ -17,7 +13,7 @@ MIS Builder .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png :target: https://odoo-community.org/page/development-status :alt: Production/Stable -.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github @@ -59,16 +55,16 @@ Usage To configure this module, you need to: -- Go to Accounting > Configuration > MIS Reporting > MIS Report +- Go to MIS Reports > Configuration > MIS Reporting > MIS Report Templates where you can create report templates by defining KPI's. KPI's constitute the rows of your reports. Such report templates are time independent. |image1| -- Then in Accounting > Reports > MIS Reporting > MIS Reports you can - create report instance by binding the templates to time periods, hence - defining the columns of your reports. +- Then in MIS Reports > Reporting > MIS Reports you can create report + instance by binding the templates to time periods, hence defining the + columns of your reports. |image2| diff --git a/mis_builder/__manifest__.py b/mis_builder/__manifest__.py index 492413377..279486dca 100644 --- a/mis_builder/__manifest__.py +++ b/mis_builder/__manifest__.py @@ -19,6 +19,7 @@ "data": [ "security/res_groups.xml", "wizard/mis_builder_dashboard.xml", + "views/menu.xml", "views/mis_report.xml", "views/mis_report_instance.xml", "views/mis_report_style.xml", diff --git a/mis_builder/readme/USAGE.md b/mis_builder/readme/USAGE.md index d57f80200..3f2d476c7 100644 --- a/mis_builder/readme/USAGE.md +++ b/mis_builder/readme/USAGE.md @@ -1,13 +1,13 @@ To configure this module, you need to: -- Go to Accounting \> Configuration \> MIS Reporting \> MIS Report +- Go to MIS Reports \> Configuration \> MIS Reporting \> MIS Report Templates where you can create report templates by defining KPI's. KPI's constitute the rows of your reports. Such report templates are time independent. ![](https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png) -- Then in Accounting \> Reports \> MIS Reporting \> MIS Reports you can +- Then in MIS Reports \> Reporting \> MIS Reports you can create report instance by binding the templates to time periods, hence defining the columns of your reports. diff --git a/mis_builder/static/description/icon.png b/mis_builder/static/description/icon.png index 1afa781fa..b27f545a3 100644 Binary files a/mis_builder/static/description/icon.png and b/mis_builder/static/description/icon.png differ diff --git a/mis_builder/static/description/index.html b/mis_builder/static/description/index.html index b43076c19..869058129 100644 --- a/mis_builder/static/description/index.html +++ b/mis_builder/static/description/index.html @@ -3,7 +3,7 @@ -README.rst +MIS Builder -
+
+

MIS Builder

- - -Odoo Community Association - -
-

MIS Builder

-

Production/Stable License: AGPL-3 OCA/mis-builder Translate me on Weblate Try me on Runboat

+

Production/Stable License: AGPL-3 OCA/mis-builder Translate me on Weblate Try me on Runboat

This module allows you to build Management Information Systems dashboards. Such style of reports presents KPI in rows and time periods in columns. Reports mainly fetch data from account moves, but can also @@ -446,7 +441,7 @@

MIS Builder

-

Installation

+

Installation

Your preferred way to install addons will work with MIS Builder.

An easy way to install it with all its dependencies is using pip:

-

Usage

+

Usage

To configure this module, you need to:

    -
  • Go to Accounting > Configuration > MIS Reporting > MIS Report +
  • Go to MIS Reports > Configuration > MIS Reporting > MIS Report Templates where you can create report templates by defining KPI’s. KPI’s constitute the rows of your reports. Such report templates are time independent.

image1

    -
  • Then in Accounting > Reports > MIS Reporting > MIS Reports you can -create report instance by binding the templates to time periods, hence -defining the columns of your reports.
    • +
  • Then in MIS Reports > Reporting > MIS Reports you can create report +instance by binding the templates to time periods, hence defining the +columns of your reports.

image2

    @@ -485,7 +480,7 @@

    Usage

-

Development

+

Development

A typical extension is to provide a mechanism to filter reports on analytic dimensions or operational units. To implement this, you can override _get_additional_move_line_filter and _get_additional_filter @@ -495,7 +490,7 @@

Development

different columns to show different analytic accounts.

-

Changelog

+

Changelog

-

18.0.1.7.2 (2025-10-29)

+

18.0.1.7.2 (2025-10-29)

-

Bugfixes

+

Bugfixes

  • Fix computation of currency conversion rates (#737)
    • @@ -515,9 +510,9 @@

    Bugfixes

-

18.0.1.5.0 (2025-10-27)

+

18.0.1.5.0 (2025-10-27)

-

Features

+

Features

  • Introduction of annotations on report cells. Added notes will be pinted when exporting to PDF and Excel. @@ -526,9 +521,9 @@

    Features

-

17.0.1.0.2 (2024-11-11)

+

17.0.1.0.2 (2024-11-11)

-

Features

+

Features

  • Add support for branch companies. (#648)
    • @@ -536,7 +531,7 @@

    Features

-

16.0.5.1.9 (2024-02-09)

+

16.0.5.1.9 (2024-02-09)

Bugfixes

-

16.0.5.1.8 (2024-02-08)

+

16.0.5.1.8 (2024-02-08)

Bugfixes

-

16.0.5.1.0 (2023-04-04)

+

16.0.5.1.0 (2023-04-04)

Features

  • Improve UX by adding the option to edit the pivot date directly on the @@ -561,7 +556,7 @@

    16.0.5.1.0 (2023-04-04)

-

16.0.5.0.0 (2023-04-01)

+

16.0.5.0.0 (2023-04-01)

Features

-

15.0.4.0.5 (2022-07-19)

+

15.0.4.0.5 (2022-07-19)

Bugfixes

-

15.0.4.0.4 (2022-07-19)

+

15.0.4.0.4 (2022-07-19)

Bugfixes

-

15.0.4.0.2 (2022-02-16)

+

15.0.4.0.2 (2022-02-16)

Bugfixes

  • Fix access right issue when clicking the “Save” button on a MIS Report @@ -626,7 +621,7 @@

    15.0.4.0.2 (2022-02-16)

-

14.0.4.0.0 (2022-01-08)

+

14.0.4.0.0 (2022-01-08)

Features

-

14.0.3.6.7 (2021-06-02)

+

14.0.3.6.7 (2021-06-02)

Bugfixes

  • When on a MIS Report Instance, if you wanted to generate a new line of @@ -671,7 +666,7 @@

    14.0.3.6.7 (2021-06-02)

-

14.0.3.6.6 (2021-04-23)

+

14.0.3.6.6 (2021-04-23)

Bugfixes

  • Fix drilldown action name when the account model has been customized. @@ -679,7 +674,7 @@

    14.0.3.6.6 (2021-04-23)

-

14.0.3.6.5 (2021-04-23)

+

14.0.3.6.5 (2021-04-23)

Bugfixes

-

14.0.3.6.4 (2021-04-06)

+

14.0.3.6.4 (2021-04-06)

Features

-

13.0.3.6.3 (2020-08-28)

+

13.0.3.6.3 (2020-08-28)

Bugfixes

  • Having a “Compare columns” added on a KPI with an associated style @@ -717,7 +712,7 @@

    13.0.3.6.3 (2020-08-28)

-

13.0.3.6.2 (2020-04-22)

+

13.0.3.6.2 (2020-04-22)

Bugfixes

  • The “Settings” button is now displayed for users with the “Show full @@ -726,7 +721,7 @@

    13.0.3.6.2 (2020-04-22)

-

13.0.3.6.1 (2020-04-22)

+

13.0.3.6.1 (2020-04-22)

Bugfixes

-

13.0.3.6.0 (2020-03-28)

+

13.0.3.6.0 (2020-03-28)

Features

  • Add column-level filters on analytic account and analytic tags. These @@ -753,11 +748,11 @@

    13.0.3.6.0 (2020-03-28)

-

12.0.3.5.0 (2019-10-26)

+

12.0.3.5.0 (2019-10-26)

Features

  • The account_id field of the model selected in ‘Move lines source’ @@ -797,7 +792,7 @@

    12.0.3.5.0 (2019-10-26)

-

12.0.3.4.0 (2019-07-09)

+

12.0.3.4.0 (2019-07-09)

Features

-

12.0.3.3.0 (2019-01-26)

+

12.0.3.3.0 (2019-01-26)

Features

Dynamic analytic filters in report preview are not yet available in 11, this requires an update to the JS widget that proved difficult to @@ -873,7 +868,7 @@

12.0.3.3.0 (2019-01-26)

analytic_account_id field.

-

11.0.3.2.2 (2018-06-30)

+

11.0.3.2.2 (2018-06-30)

-

11.0.3.2.1 (2018-05-29)

+

11.0.3.2.1 (2018-05-29)

  • [FIX] Missing comparison operator for AccountingNone leading to errors in pbal computations @@ -891,7 +886,7 @@

    11.0.3.2.1 (2018-05-29)

-

10.0.3.2.0 (2018-05-02)

+

10.0.3.2.0 (2018-05-02)

-

11.0.3.1.2 (2018-02-04)

+

11.0.3.1.2 (2018-02-04)

Migration to Odoo 11. No new feature. (#67)

-

10.0.3.1.1 (2017-11-14)

+

10.0.3.1.1 (2017-11-14)

New features:

  • [ADD] month and year relative periods, easier to use than date ranges @@ -949,7 +944,7 @@

    10.0.3.1.1 (2017-11-14)

-

10.0.3.0.4 (2017-10-14)

+

10.0.3.0.4 (2017-10-14)

Bug fix:

-

10.0.3.0.3 (2017-10-03)

+

10.0.3.0.3 (2017-10-03)

Bug fix:

-

10.0.3.0.2 (2017-10-01)

+

10.0.3.0.2 (2017-10-01)

New features:

  • [ADD] Alternative move line source per report column. This makes mis @@ -1010,7 +1005,7 @@

    10.0.3.0.2 (2017-10-01)

-

10.0.2.0.3 (unreleased)

+

10.0.2.0.3 (unreleased)

  • [IMP] more robust behaviour in presence of missing expressions
  • [FIX] indent style
    • @@ -1023,7 +1018,7 @@

    10.0.2.0.3 (unreleased)

-

9.0.2.0.2 (2016-09-27)

+

9.0.2.0.2 (2016-09-27)

  • [IMP] Add refresh button in mis report preview.
  • [IMP] Widget code changes to allow to add fields in the widget more @@ -1031,7 +1026,7 @@

    9.0.2.0.2 (2016-09-27)

-

9.0.2.0.1 (2016-05-26)

+

9.0.2.0.1 (2016-05-26)

  • [IMP] remove unused argument in declare_and_compute_period() for a cleaner API. This is a breaking API changing merged in urgency before @@ -1039,7 +1034,7 @@

    9.0.2.0.1 (2016-05-26)

-

9.0.2.0.0 (2016-05-24)

+

9.0.2.0.0 (2016-05-24)

Part of the work for this release has been done at the Sorrento sprint April 26-29, 2016. The rest (ie a major refactoring) has been done in the weeks after.

@@ -1088,7 +1083,7 @@

9.0.2.0.0 (2016-05-24)

-

8.0.1.0.0 (2016-04-27)

+

8.0.1.0.0 (2016-04-27)

-

8.0.0.2.0

+

8.0.0.2.0

Pre-history. Or rather, you need to look at the git log.

-

Bug Tracker

+

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed @@ -1126,15 +1121,15 @@

Bug Tracker

Do not contact contributors directly about support or help with technical issues.

-

Credits

+

Credits

-

Authors

+

Authors

  • ACSONE SA/NV
-

Contributors

+

Contributors

-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association @@ -1184,6 +1179,5 @@

Maintainers

-
diff --git a/mis_builder/views/menu.xml b/mis_builder/views/menu.xml new file mode 100644 index 000000000..29e9bb368 --- /dev/null +++ b/mis_builder/views/menu.xml @@ -0,0 +1,24 @@ + + + + + + + + diff --git a/mis_builder/views/mis_report.xml b/mis_builder/views/mis_report.xml index 0dea6b50f..90f0b88fd 100644 --- a/mis_builder/views/mis_report.xml +++ b/mis_builder/views/mis_report.xml @@ -299,12 +299,7 @@ list,form mis-report-templates - + [('temporary', '=', False)] mis-report-instances - +