From f4ccfa9dc0a8e4f2e55d45c136a32e7f5ddc8dd1 Mon Sep 17 00:00:00 2001 From: Sylvain LE GAL Date: Fri, 26 Sep 2025 14:34:40 +0200 Subject: [PATCH 1/2] [REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application --- mis_builder/README.rst | 14 +- mis_builder/__manifest__.py | 1 + mis_builder/readme/USAGE.md | 4 +- mis_builder/static/description/index.html | 410 +++++++++++++++++++++- mis_builder/views/menu.xml | 24 ++ mis_builder/views/mis_report.xml | 7 +- mis_builder/views/mis_report_instance.xml | 8 +- 7 files changed, 425 insertions(+), 43 deletions(-) create mode 100644 mis_builder/views/menu.xml 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/index.html b/mis_builder/static/description/index.html index b43076c19..d8ecd29ec 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

+<<<<<<< HEAD

18.0.1.7.2 (2025-10-29)

Bugfixes

@@ -518,6 +514,11 @@

Bugfixes

18.0.1.5.0 (2025-10-27)

Features

+======= +

17.0.1.0.2 (2024-11-11)

+
+

Features

+>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • Introduction of annotations on report cells. Added notes will be pinted when exporting to PDF and Excel. @@ -535,16 +536,36 @@

    Features

+<<<<<<< HEAD

16.0.5.1.9 (2024-02-09)

+======= +<<<<<<< HEAD +
+

16.0.5.1.9 (2024-02-09)

+======= +
+

16.0.5.1.9 (2024-02-09)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

  • Restore compatibility with python 3.9 (#590)
+<<<<<<< HEAD

16.0.5.1.8 (2024-02-08)

+======= +<<<<<<< HEAD +
+

16.0.5.1.8 (2024-02-08)

+======= +
+

16.0.5.1.8 (2024-02-08)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

16.0.5.1.0 (2023-04-04)

+======= +<<<<<<< HEAD +
+

16.0.5.1.0 (2023-04-04)

+======= +
+

16.0.5.1.0 (2023-04-04)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

  • Improve UX by adding the option to edit the pivot date directly on the view.
+<<<<<<< HEAD

16.0.5.0.0 (2023-04-01)

+======= +<<<<<<< HEAD +
+

16.0.5.0.0 (2023-04-01)

+======= +
+

16.0.5.0.0 (2023-04-01)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

15.0.4.0.5 (2022-07-19)

+======= +<<<<<<< HEAD +
+

15.0.4.0.5 (2022-07-19)

+======= +
+

15.0.4.0.5 (2022-07-19)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

  • Support users without timezone. (#388)
+<<<<<<< HEAD

15.0.4.0.4 (2022-07-19)

+======= +<<<<<<< HEAD +
+

15.0.4.0.4 (2022-07-19)

+======= +
+

15.0.4.0.4 (2022-07-19)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

  • Allow deleting a report that has subreports. (#431)
+<<<<<<< HEAD

15.0.4.0.2 (2022-02-16)

+======= +<<<<<<< HEAD +
+

15.0.4.0.2 (2022-02-16)

+======= +
+

15.0.4.0.2 (2022-02-16)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

14.0.4.0.0 (2022-01-08)

+======= +<<<<<<< HEAD +
+

14.0.4.0.0 (2022-01-08)

+======= +
+

14.0.4.0.0 (2022-01-08)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

14.0.3.6.7 (2021-06-02)

+======= +<<<<<<< HEAD +
+

14.0.3.6.7 (2021-06-02)

+======= +
+

14.0.3.6.7 (2021-06-02)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

14.0.3.6.6 (2021-04-23)

+======= +<<<<<<< HEAD +
+

14.0.3.6.6 (2021-04-23)

+======= +
+

14.0.3.6.6 (2021-04-23)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

  • Fix drilldown action name when the account model has been customized. (#350)
+<<<<<<< HEAD

14.0.3.6.5 (2021-04-23)

+======= +<<<<<<< HEAD +
+

14.0.3.6.5 (2021-04-23)

+======= +
+

14.0.3.6.5 (2021-04-23)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

14.0.3.6.4 (2021-04-06)

+======= +<<<<<<< HEAD +
+

14.0.3.6.4 (2021-04-06)

+======= +
+

14.0.3.6.4 (2021-04-06)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

13.0.3.6.3 (2020-08-28)

+======= +<<<<<<< HEAD +
+

13.0.3.6.3 (2020-08-28)

+======= +
+

13.0.3.6.3 (2020-08-28)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

13.0.3.6.2 (2020-04-22)

+======= +<<<<<<< HEAD +
+

13.0.3.6.2 (2020-04-22)

+======= +
+

13.0.3.6.2 (2020-04-22)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

+<<<<<<< HEAD

13.0.3.6.1 (2020-04-22)

+======= +<<<<<<< HEAD +
+

13.0.3.6.1 (2020-04-22)

+======= +
+

13.0.3.6.1 (2020-04-22)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bugfixes

  • Fix TypeError: 'module' object is not iterable when using budgets by account. (#276)
+<<<<<<< HEAD

13.0.3.6.0 (2020-03-28)

+======= +<<<<<<< HEAD +
+

13.0.3.6.0 (2020-03-28)

+======= +
+

13.0.3.6.0 (2020-03-28)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

13.0.3.5.0 (2020-01-??)

Migration to odoo 13.0.

12.0.3.5.0 (2019-10-26)

+======= +<<<<<<< HEAD +
+

13.0.3.5.0 (2020-01-??)

+

Migration to odoo 13.0.

+
+
+

12.0.3.5.0 (2019-10-26)

+======= +
+

13.0.3.5.0 (2020-01-??)

+

Migration to odoo 13.0.

+
+
+

12.0.3.5.0 (2019-10-26)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

12.0.3.4.0 (2019-07-09)

+======= +<<<<<<< HEAD +
+

12.0.3.4.0 (2019-07-09)

+======= +
+

12.0.3.4.0 (2019-07-09)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Features

+<<<<<<< HEAD

12.0.3.3.0 (2019-01-26)

+======= +<<<<<<< HEAD +
+

12.0.3.3.0 (2019-01-26)

+======= +
+

12.0.3.3.0 (2019-01-26)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

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 @@ -872,8 +1071,18 @@

12.0.3.3.0 (2019-01-26)

analytic filters, the underlying model must now have an analytic_account_id field.

+<<<<<<< HEAD

11.0.3.2.2 (2018-06-30)

+======= +<<<<<<< HEAD +
+

11.0.3.2.2 (2018-06-30)

+======= +
+

11.0.3.2.2 (2018-06-30)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
+<<<<<<< HEAD

11.0.3.2.1 (2018-05-29)

+======= +<<<<<<< HEAD +
+

11.0.3.2.1 (2018-05-29)

+======= +
+

11.0.3.2.1 (2018-05-29)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • [FIX] Missing comparison operator for AccountingNone leading to errors in pbal computations (#93)
+<<<<<<< HEAD

10.0.3.2.0 (2018-05-02)

+======= +<<<<<<< HEAD +
+

10.0.3.2.0 (2018-05-02)

+======= +
+

10.0.3.2.0 (2018-05-02)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
+<<<<<<< HEAD

11.0.3.1.2 (2018-02-04)

Migration to Odoo 11. No new feature. @@ -912,6 +1142,25 @@

11.0.3.1.2 (2018-02-04)

10.0.3.1.1 (2017-11-14)

+======= +<<<<<<< HEAD +
+

11.0.3.1.2 (2018-02-04)

+

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

+
+
+

10.0.3.1.1 (2017-11-14)

+======= +
+

11.0.3.1.2 (2018-02-04)

+

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

+
+
+

10.0.3.1.1 (2017-11-14)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

New features:

  • [ADD] month and year relative periods, easier to use than date ranges @@ -948,24 +1197,54 @@

    10.0.3.1.1 (2017-11-14)

  • Alternative move line data sources must have a company_id field.
+<<<<<<< HEAD

10.0.3.0.4 (2017-10-14)

+======= +<<<<<<< HEAD +
+

10.0.3.0.4 (2017-10-14)

+======= +
+

10.0.3.0.4 (2017-10-14)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bug fix:

  • [FIX] issue with initial balance rounding. #30
+<<<<<<< HEAD

10.0.3.0.3 (2017-10-03)

+======= +<<<<<<< HEAD +
+

10.0.3.0.3 (2017-10-03)

+======= +
+

10.0.3.0.3 (2017-10-03)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

Bug fix:

  • [FIX] fix error saving KPI on newly created reports. #18
+<<<<<<< HEAD

10.0.3.0.2 (2017-10-01)

+======= +<<<<<<< HEAD +
+

10.0.3.0.2 (2017-10-01)

+======= +
+

10.0.3.0.2 (2017-10-01)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

New features:

  • [ADD] Alternative move line source per report column. This makes mis @@ -1010,7 +1289,15 @@

    10.0.3.0.2 (2017-10-01)

+<<<<<<< HEAD

10.0.2.0.3 (unreleased)

+======= +<<<<<<< HEAD +

10.0.2.0.3 (unreleased)

+======= +

10.0.2.0.3 (unreleased)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • [IMP] more robust behaviour in presence of missing expressions
  • [FIX] indent style
    • @@ -1022,24 +1309,54 @@

    10.0.2.0.3 (unreleased)

  • [IMP] provide full access to mis builder style for group Adviser.
+<<<<<<< HEAD

9.0.2.0.2 (2016-09-27)

+======= +<<<<<<< HEAD +
+

9.0.2.0.2 (2016-09-27)

+======= +
+

9.0.2.0.2 (2016-09-27)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • [IMP] Add refresh button in mis report preview.
  • [IMP] Widget code changes to allow to add fields in the widget more easily.
+<<<<<<< HEAD

9.0.2.0.1 (2016-05-26)

+======= +<<<<<<< HEAD +
+

9.0.2.0.1 (2016-05-26)

+======= +
+

9.0.2.0.1 (2016-05-26)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • [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.
+<<<<<<< HEAD

9.0.2.0.0 (2016-05-24)

+======= +<<<<<<< HEAD +
+

9.0.2.0.0 (2016-05-24)

+======= +
+

9.0.2.0.0 (2016-05-24)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

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.

@@ -1087,8 +1404,18 @@

9.0.2.0.0 (2016-05-24)

consolidation accounts have been removed
+<<<<<<< HEAD

8.0.1.0.0 (2016-04-27)

+======= +<<<<<<< HEAD +
+

8.0.1.0.0 (2016-04-27)

+======= +
+

8.0.1.0.0 (2016-04-27)

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
+<<<<<<< HEAD

8.0.0.2.0

+======= +<<<<<<< HEAD +
+

8.0.0.2.0

+======= +
+

8.0.0.2.0

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

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

+<<<<<<< HEAD

Bug Tracker

+======= +<<<<<<< HEAD +

Bug Tracker

+======= +

Bug Tracker

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

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 +1471,35 @@

Bug Tracker

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

+<<<<<<< HEAD

Credits

Authors

+======= +<<<<<<< HEAD +

Credits

+
+

Authors

+======= +

Credits

+
+

Authors

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
  • ACSONE SA/NV
+<<<<<<< HEAD

Contributors

+======= +<<<<<<< HEAD +

Contributors

+======= +

Contributors

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)
+<<<<<<< HEAD

Maintainers

+======= +<<<<<<< HEAD +

Maintainers

+======= +

Maintainers

+>>>>>>> 248ffea ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +>>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application)

This module is maintained by the OCA.

Odoo Community Association @@ -1184,6 +1557,5 @@

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 - + Date: Fri, 26 Sep 2025 14:54:18 +0200 Subject: [PATCH 2/2] [REF] mis_builder: adapt icon style to new V18 style --- mis_builder/static/description/icon.png | Bin 4770 -> 1504 bytes mis_builder/static/description/index.html | 468 +++------------------- 2 files changed, 45 insertions(+), 423 deletions(-) diff --git a/mis_builder/static/description/icon.png b/mis_builder/static/description/icon.png index 1afa781fabb8088818f3940ef56711e6281bd31e..b27f545a319e2d64d87252ee9478a17bf3f82518 100644 GIT binary patch delta 1496 zcmV;}1tb%8gK0xU zP)S2WAaHVTW@&6?001bFeUUv#!$2IxUsJ^oA`W(t;*g;_wTp^4)+!XCLZ}s5buhW~ z3!1bfDK3tJYr(;f#j1mgv#t)Vf*|+-;x0HTx=4xtOA0N2VmvtR$GdxvyLW)ltT5f` zi37S}o9Sdi%H~$3zE=z&3=vU?3bSf+vYdkN__{}cuXiz?<$vzaF{I@!1_UJHIIEd9 z@dokCrd{K_PaI+;MI$~Zj+%5q;zzEl9=~xex-9U_keNx(6NiYUVi&7j%u1$CJWU+Y zbc6DRtj8LE=Pk~9rOw*-z6+X^tU@MJz#v1Qm6ZQGtyZtp+I;(zKuO@rPZ% zOfHpNWiWCqpb8y|>j(dX-`!e;sYx$MOaQ$vj`J}N^z8zzhU0u6J5K8a2tET>M#o=m z0<)i_H#%D62pHZ5F0MP8x(8hD0HaSe#Z+7=NK+^?6oB_L`lcK(atjQudA+swaryvc zsH@ZsaBv7r6e)Y%=iU9?z5RQp-QN$P>2kSTm`q8LAsl}V*8l(w*8xH(n|J^K00(qQ zO+^Rk2^tJE1LP8JNdN!?-bqA3RA}DqnA>X{RUF4ZXJ&RbySX%oHNi9{Z5o1I)Tn6N zv?9f#BCR4~DWbK$hyn3MLHz>+TSSEld6Ghq#^Qr0TB%SA8X_%Ja%rk)*wnP47q_`= z*4gaLnR9=9n6PZWoGiJ{wtw^~-+c_Tx&{DmBT*@5B!N64>HHPWEDp3lcG zcHNvYTIOcuRWM2<>p>XBIWGkLoI$+4!Eg?{ygUp_Vct@QNZuK2D$#`nV2Ruf{?(h8Xw0U>{|nw~1A)iWRr%M zHf60(Q2E>!#8PjB1Y(%TbN$71Y7Ndy!+pVdNOyw}OJ2|$d=KZ__fgqQ(b)1E2c zzBKbfXnP(}aU1GNnpk5ivBp-=uY-S9U=J@y_Kmb1h<%@z`@6!N4`fy|*izh>ILjk*h?6P0K3(0XcM+dUFGPIM?2aL6M zj;d>>)>2&Ye3nW(g_D1?dGOr9)!r66st*Kysy} zOW?!v{{H;#IdkXS^PFeS+_^P#Kk5S2hzV#3FfcHP0qV+n4;ubY@E$+((wJ^*59+a{ zrke7DerQ)ptw9e8-&Osc2L=Y!(|>|#n>+cBhwBN@R>57xXCN0N`MDf|iGlHyAE2xN z@>$r=_D!Lj$sUmVR<_*kCEiwzCngeu*A<0HcERq`DZ`RKXl)~%+&7rT=CPHY1@O!| z8nzbVNREBiOD*aqQov&cN@-I0$n+7_$GVSx^mOn;a#Q9_j&eludW`g^uB2DL>Xhs<9C6?>g9pDwANnsWlvHf z6bX3Pao|ZXZ};LyiA{{~-^+f5-#yKjeY(kMkepf%6~bpRpV3 zrpEV*kBVW#USX*?TrbOQ!!cxn|EP6Q$zBp^;>`Z(f6X`vQG>hN6^zO&tFekaa^<#R zN|;o&kxCqVX6;R=NFFsuJ^qM^9%t57o?VakyY3^z(BS~elPkj+WR2G71TV8cuceHtq~$OJ$7G_upsGaJd)v zI~yb|!5TPbdAnaJco@%G8cnH^`Z2lgYU{`4huHx^Pu}kkxTvdqP#nLa_in z;`A$}9N+w+L!z0j&>Kp^=hTFVek>wiZK9SRrq>7m z$seeRc_*+aFD(5CE|{gO@|QM(*$1MZv~`ZvAV{yKVa+J+Fcp0d?upLT6LmBQ?Cfzy6h1Cn zbDd)|-$|rC&4t3xMiF)F(Nv0w<(OB9XlXYULO5fTpw8@tfLK5BUckBC+Lfsm2WCr76rfS z`#=;_jk;iERV9z^Dq~#I5X{{8n|ZKzV$=mVAw$WjY)#-$E6O*u=dVu2i-Q7{NQt(Q zr@)L6M(fh}-@h}&siX?6$fK2RFCE^<{dqJieYtce^LC0|`I$_}`-8~g_ULnyg(KLH zVnRiWIMKt;$l3~`RK(k5pjYkvdwAXMr5lv2ji z@l>D)KD+@>F{h#0>wsis!=CZ*V#M|Dgl)ozQhM>wnTy*5(IlMEWShp~Ik~05jx8X08NJL>2UT zae9S%Q#~R=gPb&O7h*qHyHg>O7_2((ZK-g^>58K`ty5xqcIzD=WI~Q6YriY~)M@Z4 zXNcOt!RmF`mZ@*x1soufM|O;#r2yM0e{vxE_ag1!1~&u6bDMlIpe2>|vi~6+1_*Xvv zeUnQQhY5BJ183_gw@3{x8NDf4T_1CtVNH5hyo_&P>#L6lr8&7K-2hOZe*_oW(-KLj62vTemgS`1*k;f?po#%u}4z8s+E=wIr1;4y(K=b#VZn-QM>- z#3W9K`Wc$c>@NkdOF3holB_x6Yxq$~*Fijs4ies7Oqh@9^gR#j()HvpUF5<;*>S+~ zLnGWpy)e4}^T}Mz>Yy27SF^6N4M!U_e|D~kY&nIV?k$DzQ(FvA*M0tQM1^awxSmHB zs0wrdkA%r7OnLJCo&0qD(S)ieKh>JiG?))tS+zydo!GB8sg`Ia=aCBB>33HmDIp0j z2xG(%j45%)|^ z#;C-dpCcP}R1Cnz9QQj*J^G5h`IbO=l!n(H)~{(oSsf-l(cV&O+#aezXMg%#hUQ3g z;PvL+YKAM>DqU_LUwXnW&)a-I8Xh%8ma?hrM#C0nz(f*TJUIvhYwr99!P?n6waj~x zGi_lSw@EGt^gWJcFlyni&%D-{*(LAY^?|pcKbn@W{R*v>5?^$)nD0*1qQuK;$ zpws>_ra3w+?xpYAO4WJ~Dz_kgOm{{g2jEe;mXsOPk9H37Q_r76%v;{V9?!}mVd%i~ z)W9HFk#*HmF4UT*6E32aglByY!JS57dqVQ5J)=;{QJ-$+lN1PJJ3hN!+{L>4>yW(0 zxrhr>fU6;0$-=kF;(%R0($KO*?bsZ@XSq2+!d`JxpWFT{=BCTYJsX=D7fEV(vJ^u~ zn|r&E)V|vCXGK8HA9D}6`?O?$qUJfi!Rs*p35)G=nLV9%J&$KrOBz1V+<~!!UTB

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Known issues / Roadmap

Changelog

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18.0.1.7.2 (2025-10-29)

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18.0.1.7.2 (2025-10-29)

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Bugfixes

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Bugfixes

  • Fix computation of currency conversion rates (#737)
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    Bugfixes

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18.0.1.5.0 (2025-10-27)

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18.0.1.5.0 (2025-10-27)

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Features

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17.0.1.0.2 (2024-11-11)

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Features

->>>>>>> eac3df0 ([REF] mis_builder: create dedicated 'MIS Reports' Entry menu for mis_builder application) +

Features

  • Introduction of annotations on report cells. Added notes will be pinted when exporting to PDF and Excel. @@ -527,45 +521,25 @@

    Features

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17.0.1.0.2 (2024-11-11)

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17.0.1.0.2 (2024-11-11)

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Features

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Features

  • Add support for branch companies. (#648)
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16.0.5.1.9 (2024-02-09)

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16.0.5.1.9 (2024-02-09)

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16.0.5.1.9 (2024-02-09)

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16.0.5.1.9 (2024-02-09)

Bugfixes

  • Restore compatibility with python 3.9 (#590)
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16.0.5.1.8 (2024-02-08)

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16.0.5.1.8 (2024-02-08)

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16.0.5.1.8 (2024-02-08)

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16.0.5.1.8 (2024-02-08)

Bugfixes

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16.0.5.1.0 (2023-04-04)

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16.0.5.1.0 (2023-04-04)

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16.0.5.1.0 (2023-04-04)

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16.0.5.1.0 (2023-04-04)

Features

  • Improve UX by adding the option to edit the pivot date directly on the view.
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16.0.5.0.0 (2023-04-01)

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16.0.5.0.0 (2023-04-01)

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16.0.5.0.0 (2023-04-01)

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16.0.5.0.0 (2023-04-01)

Features

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15.0.4.0.5 (2022-07-19)

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15.0.4.0.5 (2022-07-19)

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15.0.4.0.5 (2022-07-19)

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15.0.4.0.5 (2022-07-19)

Bugfixes

  • Support users without timezone. (#388)
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15.0.4.0.4 (2022-07-19)

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15.0.4.0.4 (2022-07-19)

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15.0.4.0.4 (2022-07-19)

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15.0.4.0.4 (2022-07-19)

Bugfixes

  • Allow deleting a report that has subreports. (#431)
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15.0.4.0.2 (2022-02-16)

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15.0.4.0.2 (2022-02-16)

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15.0.4.0.2 (2022-02-16)

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15.0.4.0.2 (2022-02-16)

Bugfixes

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14.0.4.0.0 (2022-01-08)

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14.0.4.0.0 (2022-01-08)

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14.0.4.0.0 (2022-01-08)

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14.0.4.0.0 (2022-01-08)

Features

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14.0.3.6.7 (2021-06-02)

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14.0.3.6.7 (2021-06-02)

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14.0.3.6.7 (2021-06-02)

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14.0.3.6.7 (2021-06-02)

Bugfixes

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14.0.3.6.6 (2021-04-23)

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14.0.3.6.6 (2021-04-23)

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14.0.3.6.6 (2021-04-23)

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14.0.3.6.6 (2021-04-23)

Bugfixes

  • Fix drilldown action name when the account model has been customized. (#350)
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14.0.3.6.5 (2021-04-23)

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14.0.3.6.5 (2021-04-23)

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14.0.3.6.5 (2021-04-23)

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14.0.3.6.5 (2021-04-23)

Bugfixes

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14.0.3.6.4 (2021-04-06)

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14.0.3.6.4 (2021-04-06)

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14.0.3.6.4 (2021-04-06)

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14.0.3.6.4 (2021-04-06)

Features

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13.0.3.6.3 (2020-08-28)

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13.0.3.6.3 (2020-08-28)

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13.0.3.6.3 (2020-08-28)

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13.0.3.6.3 (2020-08-28)

Bugfixes

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13.0.3.6.2 (2020-04-22)

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13.0.3.6.2 (2020-04-22)

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13.0.3.6.2 (2020-04-22)

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13.0.3.6.2 (2020-04-22)

Bugfixes

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13.0.3.6.1 (2020-04-22)

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13.0.3.6.1 (2020-04-22)

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13.0.3.6.1 (2020-04-22)

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13.0.3.6.1 (2020-04-22)

Bugfixes

  • Fix TypeError: 'module' object is not iterable when using budgets by account. (#276)
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13.0.3.6.0 (2020-03-28)

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13.0.3.6.0 (2020-03-28)

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13.0.3.6.0 (2020-03-28)

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13.0.3.6.0 (2020-03-28)

Features

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12.0.3.5.0 (2019-10-26)

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13.0.3.5.0 (2020-01-??)

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Migration to odoo 13.0.

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12.0.3.5.0 (2019-10-26)

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13.0.3.5.0 (2020-01-??)

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Migration to odoo 13.0.

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12.0.3.5.0 (2019-10-26)

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12.0.3.5.0 (2019-10-26)

Features

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12.0.3.4.0 (2019-07-09)

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12.0.3.3.0 (2019-01-26)

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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 @@ -1071,18 +867,8 @@

12.0.3.3.0 (2019-01-26)

analytic filters, the underlying model must now have an analytic_account_id field.

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11.0.3.2.2 (2018-06-30)

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11.0.3.2.2 (2018-06-30)

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11.0.3.2.2 (2018-06-30)

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11.0.3.2.1 (2018-05-29)

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11.0.3.2.1 (2018-05-29)

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11.0.3.2.1 (2018-05-29)

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11.0.3.2.1 (2018-05-29)

  • [FIX] Missing comparison operator for AccountingNone leading to errors in pbal computations (#93)
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10.0.3.2.0 (2018-05-02)

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10.0.3.2.0 (2018-05-02)

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10.0.3.2.0 (2018-05-02)

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11.0.3.1.2 (2018-02-04)

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11.0.3.1.2 (2018-02-04)

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

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10.0.3.1.1 (2017-11-14)

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11.0.3.1.2 (2018-02-04)

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

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10.0.3.1.1 (2017-11-14)

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10.0.3.1.1 (2017-11-14)

New features:

  • [ADD] month and year relative periods, easier to use than date ranges @@ -1197,54 +943,24 @@

    10.0.3.1.1 (2017-11-14)

  • Alternative move line data sources must have a company_id field.
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10.0.3.0.4 (2017-10-14)

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10.0.3.0.4 (2017-10-14)

Bug fix:

  • [FIX] issue with initial balance rounding. #30
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10.0.3.0.3 (2017-10-03)

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10.0.3.0.3 (2017-10-03)

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10.0.3.0.3 (2017-10-03)

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10.0.3.0.3 (2017-10-03)

Bug fix:

  • [FIX] fix error saving KPI on newly created reports. #18
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10.0.3.0.2 (2017-10-01)

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10.0.3.0.2 (2017-10-01)

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10.0.3.0.2 (2017-10-01)

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10.0.3.0.2 (2017-10-01)

New features:

  • [ADD] Alternative move line source per report column. This makes mis @@ -1289,15 +1005,7 @@

    10.0.3.0.2 (2017-10-01)

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10.0.2.0.3 (unreleased)

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10.0.2.0.3 (unreleased)

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10.0.2.0.3 (unreleased)

  • [IMP] more robust behaviour in presence of missing expressions
  • [FIX] indent style
    • @@ -1309,54 +1017,24 @@

    10.0.2.0.3 (unreleased)

  • [IMP] provide full access to mis builder style for group Adviser.
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9.0.2.0.2 (2016-09-27)

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9.0.2.0.2 (2016-09-27)

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9.0.2.0.2 (2016-09-27)

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9.0.2.0.2 (2016-09-27)

  • [IMP] Add refresh button in mis report preview.
  • [IMP] Widget code changes to allow to add fields in the widget more easily.
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9.0.2.0.1 (2016-05-26)

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9.0.2.0.1 (2016-05-26)

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9.0.2.0.1 (2016-05-26)

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9.0.2.0.1 (2016-05-26)

  • [IMP] remove unused argument in declare_and_compute_period() for a cleaner API. This is a breaking API changing merged in urgency before it is used by other modules.
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9.0.2.0.0 (2016-05-24)

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9.0.2.0.0 (2016-05-24)

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9.0.2.0.0 (2016-05-24)

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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.

@@ -1404,18 +1082,8 @@

9.0.2.0.0 (2016-05-24)

consolidation accounts have been removed
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8.0.1.0.0 (2016-04-27)

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8.0.1.0.0 (2016-04-27)

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8.0.1.0.0 (2016-04-27)

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8.0.1.0.0 (2016-04-27)

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8.0.0.2.0

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8.0.0.2.0

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8.0.0.2.0

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8.0.0.2.0

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

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Bug Tracker

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Bug Tracker

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Bug Tracker

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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 @@ -1471,35 +1121,15 @@

Bug Tracker

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

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Credits

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Authors

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Credits

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Authors

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Credits

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Credits

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Authors

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Authors

  • ACSONE SA/NV
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Contributors

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Contributors

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Contributors

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Contributors

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Maintainers

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Maintainers

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Maintainers

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Maintainers

This module is maintained by the OCA.

Odoo Community Association