From 5f6fdf4b04dc5dd151149e83b92b7745ad762904 Mon Sep 17 00:00:00 2001 From: LauraCForgeFlow Date: Thu, 9 Jul 2026 08:32:34 +0200 Subject: [PATCH] [IMP] mis_builder: layout option hide empty cols --- mis_builder/README.rst | 822 +++++++++--------- mis_builder/models/kpimatrix.py | 59 +- mis_builder/models/mis_report_instance.py | 12 +- .../report/mis_report_instance_qweb.xml | 23 +- .../report/mis_report_instance_xlsx.py | 23 +- mis_builder/static/description/index.html | 218 +++-- mis_builder/tests/test_mis_report_instance.py | 69 +- mis_builder/views/mis_report_instance.xml | 4 + 8 files changed, 679 insertions(+), 551 deletions(-) diff --git a/mis_builder/README.rst b/mis_builder/README.rst index cf545e283..0bc8d9004 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 @@ -50,38 +46,38 @@ Your preferred way to install addons will work with MIS Builder. An easy way to install it with all its dependencies is using pip: -- ``pip install --pre odoo12-addon-mis_builder`` -- then restart Odoo, update the addons list in your database, and - install the MIS Builder application. +- ``pip install --pre odoo12-addon-mis_builder`` +- then restart Odoo, update the addons list in your database, and + install the MIS Builder application. Usage ===== To configure this module, you need to: -- Go to Accounting > 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. +- Go to Accounting > 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 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. |image2| -- From the MIS Reports view, you can preview the report, add it to and - Odoo dashboard, and export it to PDF or Excel. +- From the MIS Reports view, you can preview the report, add it to and + Odoo dashboard, and export it to PDF or Excel. |image3| -- On the MIS Reports view, you can add annotations on each cells (except - cells coming from the option "details by account"). Added notes will - be pinted when exporting to PDF and Excel. Only users having either - the group to read or the group to update annotations can see those - annotations. +- On the MIS Reports view, you can add annotations on each cells + (except cells coming from the option "details by account"). Added + notes will be pinted when exporting to PDF and Excel. Only users + having either the group to read or the group to update annotations + can see those annotations. .. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png .. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png @@ -116,8 +112,8 @@ Changelog Bugfixes ~~~~~~~~ -- Fix computation of currency conversion rates - (`#737 `__) +- Fix computation of currency conversion rates + (`#737 `__) 18.0.1.5.0 (2025-10-27) ----------------------- @@ -125,9 +121,9 @@ Bugfixes Features ~~~~~~~~ -- Introduction of annotations on report cells. Added notes will be - pinted when exporting to PDF and Excel. - (`#678 `__) +- Introduction of annotations on report cells. Added notes will be + pinted when exporting to PDF and Excel. + (`#678 `__) 17.0.1.0.2 (2024-11-11) ----------------------- @@ -135,224 +131,227 @@ Features Features ~~~~~~~~ -- Add support for branch companies. - (`#648 `__) +- Add support for branch companies. + (`#648 `__) 16.0.5.1.9 (2024-02-09) ----------------------- **Bugfixes** -- Restore compatibility with python 3.9 - (`#590 `__) +- Restore compatibility with python 3.9 + (`#590 `__) 16.0.5.1.8 (2024-02-08) ----------------------- **Bugfixes** -- Resolve a permission issue when creating report periods with a user - without admin rights. - (`#596 `__) +- Resolve a permission issue when creating report periods with a user + without admin rights. + (`#596 `__) 16.0.5.1.0 (2023-04-04) ----------------------- **Features** -- Improve UX by adding the option to edit the pivot date directly on the - view. +- Improve UX by adding the option to edit the pivot date directly on + the view. 16.0.5.0.0 (2023-04-01) ----------------------- **Features** -- Migration to 16.0 - - - Addition of a generic filter domain on reports and columns. - - Addition of a search bar to the widget. The corresponding search - view is configurable per report. - - Huge improvement of the widget style. This was long overdue. - - Make the MIS Report menu accessible to the Billing Administrator - group (instead of the hidden Show Full Accounting Features), to - align with the access rules and avoid giving a false sense of - security. This also makes the menu discoverable to new users. - - Removal of analytic fetures because the upstream - ``analytic_distribution`` mechanism is not compatible; support may - be introduced in separate module, depending on use cases. - - Abandon the ``mis_report_filters`` context key which had security - implication. It is replaced by a ``mis_analytic_domain`` context key - which is ANDed with other report-defined filters. - (`#472 `__) - - Rename the ``get_filter_descriptions_from_context`` method to - ``get_filter_descriptions``. This method may be overridden to - provide additional subtitles on the PDF or XLS report, representing - user-selected filters. - - The ``hide_analytic_filters`` has been replaced by - ``widget_show_filters``. - - The visibility of the settings button on the widget is now - controlled by a ``show_settings_button``. Before it was visible only - for the ``account_user`` group but this was not flexible enough. - - The widget configuration settings are now grouped in a dedicated - ``Widget`` tab in the report configuration form. +- Migration to 16.0 + + - Addition of a generic filter domain on reports and columns. + - Addition of a search bar to the widget. The corresponding search + view is configurable per report. + - Huge improvement of the widget style. This was long overdue. + - Make the MIS Report menu accessible to the Billing Administrator + group (instead of the hidden Show Full Accounting Features), to + align with the access rules and avoid giving a false sense of + security. This also makes the menu discoverable to new users. + - Removal of analytic fetures because the upstream + ``analytic_distribution`` mechanism is not compatible; support may + be introduced in separate module, depending on use cases. + - Abandon the ``mis_report_filters`` context key which had security + implication. It is replaced by a ``mis_analytic_domain`` context + key which is ANDed with other report-defined filters. + (`#472 `__) + - Rename the ``get_filter_descriptions_from_context`` method to + ``get_filter_descriptions``. This method may be overridden to + provide additional subtitles on the PDF or XLS report, + representing user-selected filters. + - The ``hide_analytic_filters`` has been replaced by + ``widget_show_filters``. + - The visibility of the settings button on the widget is now + controlled by a ``show_settings_button``. Before it was visible + only for the ``account_user`` group but this was not flexible + enough. + - The widget configuration settings are now grouped in a dedicated + ``Widget`` tab in the report configuration form. **Bugfixes** -- Fix access error when previewing or printing report. - (`#415 `__) +- Fix access error when previewing or printing report. + (`#415 `__) 15.0.4.0.5 (2022-07-19) ----------------------- **Bugfixes** -- Support users without timezone. - (`#388 `__) +- Support users without timezone. + (`#388 `__) 15.0.4.0.4 (2022-07-19) ----------------------- **Bugfixes** -- Allow deleting a report that has subreports. - (`#431 `__) +- Allow deleting a report that has subreports. + (`#431 `__) 15.0.4.0.2 (2022-02-16) ----------------------- **Bugfixes** -- Fix access right issue when clicking the "Save" button on a MIS Report - Instance form. - (`#410 `__) +- Fix access right issue when clicking the "Save" button on a MIS + Report Instance form. + (`#410 `__) 14.0.4.0.0 (2022-01-08) ----------------------- **Features** -- Remove various field size limits. - (`#332 `__) +- Remove various field size limits. + (`#332 `__) **Bugfixes** -- Support for the Odoo 13+ multi-company model. In multi-company mode, - several allowed companies can be declared on MIS Report instances, and - the report operates on the intersection of report companies and - companies selected in the user context. - (`#327 `__) - -- The ``get_additional_query_filter`` argument of ``evaluate()`` is now - propagated correctly. - (`#375 `__) - -- Use the ``parent_state`` field of ``account.move.line`` to filter - entries in ``posted`` and ``draft`` state only. Before, when reporting - in draft mode, all entries were used (i.e. there was no filter), and - that started including the cancelled entries/invoices in Odoo 13.+. - - This change also contains a **breaking change** in the internal API. - For quite a while the ``target_move argument`` of AEP and other - methods was not used by MIS Builder itself and was kept for backward - compatibility. To avoid rippling effects of the necessary change to - use ``parent_state``, we now remove this argument. - (`#377 `__) +- Support for the Odoo 13+ multi-company model. In multi-company mode, + several allowed companies can be declared on MIS Report instances, + and the report operates on the intersection of report companies and + companies selected in the user context. + (`#327 `__) + +- The ``get_additional_query_filter`` argument of ``evaluate()`` is now + propagated correctly. + (`#375 `__) + +- Use the ``parent_state`` field of ``account.move.line`` to filter + entries in ``posted`` and ``draft`` state only. Before, when + reporting in draft mode, all entries were used (i.e. there was no + filter), and that started including the cancelled entries/invoices in + Odoo 13.+. + + This change also contains a **breaking change** in the internal API. + For quite a while the ``target_move argument`` of AEP and other + methods was not used by MIS Builder itself and was kept for backward + compatibility. To avoid rippling effects of the necessary change to + use ``parent_state``, we now remove this argument. + (`#377 `__) 14.0.3.6.7 (2021-06-02) ----------------------- **Bugfixes** -- When on a MIS Report Instance, if you wanted to generate a new line of - type comparison, you couldn't currently select any existing period to - compare. This happened because the field domain was searching in a - NewId context, thus not finding a correct period. Changing the domain - and making it use a computed field with a search for the \_origin - record solves the problem. - (`#361 `__) +- When on a MIS Report Instance, if you wanted to generate a new line + of type comparison, you couldn't currently select any existing period + to compare. This happened because the field domain was searching in a + NewId context, thus not finding a correct period. Changing the domain + and making it use a computed field with a search for the \_origin + record solves the problem. + (`#361 `__) 14.0.3.6.6 (2021-04-23) ----------------------- **Bugfixes** -- Fix drilldown action name when the account model has been customized. - (`#350 `__) +- Fix drilldown action name when the account model has been customized. + (`#350 `__) 14.0.3.6.5 (2021-04-23) ----------------------- **Bugfixes** -- While duplicating a MIS report instance, comparison columns are - ignored because they would raise an error otherwise, as they keep the - old source_cmpcol_from_id and source_cmpcol_to_id from the original - record. (`#343 `__) +- While duplicating a MIS report instance, comparison columns are + ignored because they would raise an error otherwise, as they keep the + old source_cmpcol_from_id and source_cmpcol_to_id from the original + record. (`#343 `__) 14.0.3.6.4 (2021-04-06) ----------------------- **Features** -- The drilldown action name displayed on the breadcrumb has been - revised. The kpi description and the account ``display_name`` are - shown instead of the kpi's technical definition. - (`#304 `__) -- Add analytic group filters on report instance, periods and in the - interactive view. - (`#320 `__) +- The drilldown action name displayed on the breadcrumb has been + revised. The kpi description and the account ``display_name`` are + shown instead of the kpi's technical definition. + (`#304 `__) +- Add analytic group filters on report instance, periods and in the + interactive view. + (`#320 `__) 13.0.3.6.3 (2020-08-28) ----------------------- **Bugfixes** -- Having a "Compare columns" added on a KPI with an associated style - using a Factor/Divider did lead to the said factor being applied on - the percentages when exporting to XLSX. - (`#300 `__) +- Having a "Compare columns" added on a KPI with an associated style + using a Factor/Divider did lead to the said factor being applied on + the percentages when exporting to XLSX. + (`#300 `__) **Misc** -- `#280 `__, - `#296 `__ +- `#280 `__, + `#296 `__ 13.0.3.6.2 (2020-04-22) ----------------------- **Bugfixes** -- The "Settings" button is now displayed for users with the "Show full - accounting features" right when previewing a report. - (`#281 `__) +- The "Settings" button is now displayed for users with the "Show full + accounting features" right when previewing a report. + (`#281 `__) 13.0.3.6.1 (2020-04-22) ----------------------- **Bugfixes** -- Fix ``TypeError: 'module' object is not iterable`` when using budgets - by account. (`#276 `__) +- Fix ``TypeError: 'module' object is not iterable`` when using budgets + by account. + (`#276 `__) 13.0.3.6.0 (2020-03-28) ----------------------- **Features** -- Add column-level filters on analytic account and analytic tags. These - filters are combined with a AND with the report-level filters and - cannot be modified in the preview. - (`#138 `__) -- Access to KPI from other reports in KPI expressions, aka subreports. - In a report template, one can list named "subreports" (other report - templates). When evaluating expressions, you can access KPI's of - subreports with a dot-prefix notation. Example: you can define a MIS - Report for a "Balance Sheet", and then have another MIS Report - "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to - create new KPI's for the ratios (e.g. balance_sheet.current_assets / - balance_sheet.total_assets). - (`#155 `__) +- Add column-level filters on analytic account and analytic tags. These + filters are combined with a AND with the report-level filters and + cannot be modified in the preview. + (`#138 `__) +- Access to KPI from other reports in KPI expressions, aka subreports. + In a report template, one can list named "subreports" (other report + templates). When evaluating expressions, you can access KPI's of + subreports with a dot-prefix notation. Example: you can define a MIS + Report for a "Balance Sheet", and then have another MIS Report + "Balance Sheet Ratios" that fetches KPI's from "Balance Sheet" to + create new KPI's for the ratios (e.g. balance_sheet.current_assets / + balance_sheet.total_assets). + (`#155 `__) 13.0.3.5.0 (2020-01-??) ----------------------- @@ -364,65 +363,65 @@ Migration to odoo 13.0. **Features** -- The ``account_id`` field of the model selected in 'Move lines source' - in the Period form can now be a Many2one relationship with any model - that has a ``code`` field (not only with ``account.account`` model). - To this end, the model to be used for Actuals move lines can be - configured on the report template. It can be something else than move - lines and the only constraint is that its ``account_id`` field has a - ``code`` field. - (`#149 `__) -- Add ``source_aml_model_name`` field so extension modules providing - alternative data sources can more easily customize their data source. - (`#214 `__) -- Support analytic tag filters in the backend view and preview widget. - Selecting several tags in the filter means filtering on move lines - which have *all* these tags set. This is to support the most common - use case of using tags for different dimensions. The filter also makes - a AND with the analytic account filter. - (`#228 `__) -- Display company in account details rows in multi-company mode. - (`#242 `__) +- The ``account_id`` field of the model selected in 'Move lines source' + in the Period form can now be a Many2one relationship with any model + that has a ``code`` field (not only with ``account.account`` model). + To this end, the model to be used for Actuals move lines can be + configured on the report template. It can be something else than move + lines and the only constraint is that its ``account_id`` field has a + ``code`` field. + (`#149 `__) +- Add ``source_aml_model_name`` field so extension modules providing + alternative data sources can more easily customize their data source. + (`#214 `__) +- Support analytic tag filters in the backend view and preview widget. + Selecting several tags in the filter means filtering on move lines + which have *all* these tags set. This is to support the most common + use case of using tags for different dimensions. The filter also + makes a AND with the analytic account filter. + (`#228 `__) +- Display company in account details rows in multi-company mode. + (`#242 `__) **Bugfixes** -- Propagate context to xlsx report, so the analytic account filter works - when exporting to xslx too. This also requires a fix to - ``report_xlsx`` (see - https://github.com/OCA/reporting-engine/pull/259). - (`#178 `__) -- In columns of type Sum, preserve styles for KPIs that are not summable - (eg percentage values). Before this fix, such cells were displayed - without style. - (`#219 `__) -- In Excel export, keep the percentage point suffix (pp) instead of - replacing it with %. - (`#220 `__) +- Propagate context to xlsx report, so the analytic account filter + works when exporting to xslx too. This also requires a fix to + ``report_xlsx`` (see + https://github.com/OCA/reporting-engine/pull/259). + (`#178 `__) +- In columns of type Sum, preserve styles for KPIs that are not + summable (eg percentage values). Before this fix, such cells were + displayed without style. + (`#219 `__) +- In Excel export, keep the percentage point suffix (pp) instead of + replacing it with %. + (`#220 `__) 12.0.3.4.0 (2019-07-09) ----------------------- **Features** -- New year-to-date mode for defining periods. - (`#165 `__) -- Add support for move lines with negative debit or credit. Used by some - for storno accounting. Not officially supported. - (`#175 `__) -- In Excel export, use a number format with thousands separator. The - specific separator used depends on the Excel configuration (eg - regional settings). - (`#190 `__) -- Add generation date/time at the end of the XLS export. - (`#191 `__) -- In presence of Sub KPIs, report more informative user errors when - non-multi expressions yield tuples of incorrect lenght. - (`#196 `__) +- New year-to-date mode for defining periods. + (`#165 `__) +- Add support for move lines with negative debit or credit. Used by + some for storno accounting. Not officially supported. + (`#175 `__) +- In Excel export, use a number format with thousands separator. The + specific separator used depends on the Excel configuration (eg + regional settings). + (`#190 `__) +- Add generation date/time at the end of the XLS export. + (`#191 `__) +- In presence of Sub KPIs, report more informative user errors when + non-multi expressions yield tuples of incorrect lenght. + (`#196 `__) **Bugfixes** -- Fix rendering of percentage types in Excel export. - (`#192 `__) +- Fix rendering of percentage types in Excel export. + (`#192 `__) 12.0.3.3.0 (2019-01-26) ----------------------- @@ -433,44 +432,44 @@ Migration to odoo 13.0. this requires an update to the JS widget that proved difficult to implement so far. Help welcome.* -- Analytic account filters. On a report, an analytic account can be - selected for filtering. The filter will be applied to move lines - queries. A filter box is also available in the widget to let the user - select the analytic account during report preview. - (`#15 `__) -- Control visibility of analytic filter combo box in widget. This is - useful to hide the analytic filters on reports where they do not make - sense, such as balance sheet reports. - (`#42 `__) -- Display analytic filters in the header of exported pdf and xls. - (`#44 `__) -- Replace the last old gtk icons with fontawesome icons. - (`#104 `__) -- Use active_test=False in AEP queries. This is important for reports - involving inactive taxes. This should not negatively effect existing - reports, because an accounting report must take into account all - existing move lines even if they reference objects such as taxes, - journals, accounts types that have been deactivated since their - creation. (`#107 `__) -- int(), float() and round() support for AccountingNone. - (`#108 `__) -- Allow referencing subkpis by name by writing kpi_x.subkpi_y in - expressions. - (`#114 `__) -- Add an option to control the display of the start/end dates in the - column headers. It is disabled by default (this is a change compared - to previous behaviour). - (`#118 `__) -- Add evaluate method to mis.report. This is a simplified method to - evaluate kpis of a report over a time period, without creating a - mis.report.instance. - (`#123 `__) +- Analytic account filters. On a report, an analytic account can be + selected for filtering. The filter will be applied to move lines + queries. A filter box is also available in the widget to let the user + select the analytic account during report preview. + (`#15 `__) +- Control visibility of analytic filter combo box in widget. This is + useful to hide the analytic filters on reports where they do not make + sense, such as balance sheet reports. + (`#42 `__) +- Display analytic filters in the header of exported pdf and xls. + (`#44 `__) +- Replace the last old gtk icons with fontawesome icons. + (`#104 `__) +- Use active_test=False in AEP queries. This is important for reports + involving inactive taxes. This should not negatively effect existing + reports, because an accounting report must take into account all + existing move lines even if they reference objects such as taxes, + journals, accounts types that have been deactivated since their + creation. (`#107 `__) +- int(), float() and round() support for AccountingNone. + (`#108 `__) +- Allow referencing subkpis by name by writing kpi_x.subkpi_y in + expressions. + (`#114 `__) +- Add an option to control the display of the start/end dates in the + column headers. It is disabled by default (this is a change compared + to previous behaviour). + (`#118 `__) +- Add evaluate method to mis.report. This is a simplified method to + evaluate kpis of a report over a time period, without creating a + mis.report.instance. + (`#123 `__) **Bugs** -- In the style form, hide the "Hide always" checkbox when "Hide always - inherit" is checked, as for all other syle elements. - (`#121 `__) +- In the style form, hide the "Hide always" checkbox when "Hide always + inherit" is checked, as for all other syle elements. + (`#121 `__) **Upgrading from 3.2 (breaking changes)** @@ -481,32 +480,32 @@ analytic filters, the underlying model must now have an 11.0.3.2.2 (2018-06-30) ----------------------- -- [FIX] Fix bug in company_default_get call returning id instead of - recordset (`#103 `__) -- [IMP] add "hide always" style property to make hidden KPI's (for KPI - that serve as basis for other formulas, but do not need to be - displayed). (`#46 `__) +- [FIX] Fix bug in company_default_get call returning id instead of + recordset (`#103 `__) +- [IMP] add "hide always" style property to make hidden KPI's (for KPI + that serve as basis for other formulas, but do not need to be + displayed). (`#46 `__) 11.0.3.2.1 (2018-05-29) ----------------------- -- [FIX] Missing comparison operator for AccountingNone leading to errors - in pbal computations - (`#93 `__) +- [FIX] Missing comparison operator for AccountingNone leading to + errors in pbal computations + (`#93 `__) 10.0.3.2.0 (2018-05-02) ----------------------- -- [FIX] make subkpi ordering deterministic - (`#71 `__) -- [ADD] report instance level option to disable account expansion, - enabling the creation of detailed templates while deferring the - decision of rendering the details or not to the report instance - (`#74 `__) -- [ADD] pbal and nbal accounting expressions, to sum positive and - negative balances respectively (ie ignoring accounts with negative, - resp positive balances) - (`#86 `__) +- [FIX] make subkpi ordering deterministic + (`#71 `__) +- [ADD] report instance level option to disable account expansion, + enabling the creation of detailed templates while deferring the + decision of rendering the details or not to the report instance + (`#74 `__) +- [ADD] pbal and nbal accounting expressions, to sum positive and + negative balances respectively (ie ignoring accounts with negative, + resp positive balances) + (`#86 `__) 11.0.3.1.2 (2018-02-04) ----------------------- @@ -519,125 +518,125 @@ Migration to Odoo 11. No new feature. New features: -- [ADD] month and year relative periods, easier to use than date ranges - for the most common case. - (`#2 `__) -- [ADD] multi-company consolidation support, with currency conversion - (the conversion rate date is the end of the reporting period) - (`#7 `__, - `#3 `__) -- [ADD] provide ref, datetime, dateutil, time, user in the evaluation - context of move line domains; among other things, this allows using - references to xml ids (such as account types or tax tags) when - querying move lines - (`#26 `__). -- [ADD] extended account selectors: you can now select accounts using - any domain on account.account, not only account codes - ``balp[('account_type', '=', 'asset_receivable')]`` - (`#4 `__). -- [IMP] in the report instance configuration form, the filters are now - grouped in a notebook page, this improves readability and - extensibility - (`#39 `__). +- [ADD] month and year relative periods, easier to use than date ranges + for the most common case. + (`#2 `__) +- [ADD] multi-company consolidation support, with currency conversion + (the conversion rate date is the end of the reporting period) + (`#7 `__, + `#3 `__) +- [ADD] provide ref, datetime, dateutil, time, user in the evaluation + context of move line domains; among other things, this allows using + references to xml ids (such as account types or tax tags) when + querying move lines + (`#26 `__). +- [ADD] extended account selectors: you can now select accounts using + any domain on account.account, not only account codes + ``balp[('account_type', '=', 'asset_receivable')]`` + (`#4 `__). +- [IMP] in the report instance configuration form, the filters are now + grouped in a notebook page, this improves readability and + extensibility + (`#39 `__). Bug fixes: -- [FIX] fix error when saving periods in comparison mode on newly - created (not yet saved) report instances. - `#50 `__ -- [FIX] improve display of Base Date report instance view. - `#51 `__ +- [FIX] fix error when saving periods in comparison mode on newly + created (not yet saved) report instances. + `#50 `__ +- [FIX] improve display of Base Date report instance view. + `#51 `__ Upgrading from 3.0 (breaking changes): -- Alternative move line data sources must have a company_id field. +- Alternative move line data sources must have a company_id field. 10.0.3.0.4 (2017-10-14) ----------------------- Bug fix: -- [FIX] issue with initial balance rounding. - `#30 `__ +- [FIX] issue with initial balance rounding. + `#30 `__ 10.0.3.0.3 (2017-10-03) ----------------------- Bug fix: -- [FIX] fix error saving KPI on newly created reports. - `#18 `__ +- [FIX] fix error saving KPI on newly created reports. + `#18 `__ 10.0.3.0.2 (2017-10-01) ----------------------- New features: -- [ADD] Alternative move line source per report column. This makes mis - buidler accounting expressions work on any model that has debit, - credit, account_id and date fields. Provided you can expose, say, - committed purchases, or your budget as a view with debit, credit and - account_id, this opens up a lot of possibilities -- [ADD] Comparison column source (more flexible than the previous, now - deprecated, comparison mechanism). CAVEAT: there is no automated - migration to the new mechanism. -- [ADD] Sum column source, to create columns that add/subtract other - columns. -- [ADD] mis.kpi.data abstract model as a basis for manual KPI values - supporting automatic ajustment to the reporting time period (the basis - for budget item, but could also server other purposes, such as - manually entering some KPI values, such as number of employee) -- [ADD] mis_builder_budget module providing a new budget data source -- [ADD] new "hide empty" style property -- [IMP] new AEP method to get accounts involved in an expression (this - is useful to find which KPI relate to a given P&L acount, to implement - budget control) -- [IMP] many UI improvements -- [IMP] many code style improvements and some refactoring -- [IMP] add the column date_from, date_to in expression evaluation - context, as well as time, datetime and dateutil modules +- [ADD] Alternative move line source per report column. This makes mis + buidler accounting expressions work on any model that has debit, + credit, account_id and date fields. Provided you can expose, say, + committed purchases, or your budget as a view with debit, credit and + account_id, this opens up a lot of possibilities +- [ADD] Comparison column source (more flexible than the previous, now + deprecated, comparison mechanism). CAVEAT: there is no automated + migration to the new mechanism. +- [ADD] Sum column source, to create columns that add/subtract other + columns. +- [ADD] mis.kpi.data abstract model as a basis for manual KPI values + supporting automatic ajustment to the reporting time period (the + basis for budget item, but could also server other purposes, such as + manually entering some KPI values, such as number of employee) +- [ADD] mis_builder_budget module providing a new budget data source +- [ADD] new "hide empty" style property +- [IMP] new AEP method to get accounts involved in an expression (this + is useful to find which KPI relate to a given P&L acount, to + implement budget control) +- [IMP] many UI improvements +- [IMP] many code style improvements and some refactoring +- [IMP] add the column date_from, date_to in expression evaluation + context, as well as time, datetime and dateutil modules Main bug fixes: -- [FIX] deletion of templates and reports (cascade and retricts) - (https://github.com/OCA/account-financial-reporting/issues/281) -- [FIX] copy of reports - (https://github.com/OCA/account-financial-reporting/issues/282) -- [FIX] better error message when periods have wrong/missing dates - (https://github.com/OCA/account-financial-reporting/issues/283) -- [FIX] xlsx export of string types KPI - (https://github.com/OCA/account-financial-reporting/issues/285) -- [FIX] sorting of detail by account -- [FIX] computation bug in detail by account when multiple accounting - expressions were used in a KPI -- [FIX] permission issue when adding report to dashboard with non admin - user +- [FIX] deletion of templates and reports (cascade and retricts) + (https://github.com/OCA/account-financial-reporting/issues/281) +- [FIX] copy of reports + (https://github.com/OCA/account-financial-reporting/issues/282) +- [FIX] better error message when periods have wrong/missing dates + (https://github.com/OCA/account-financial-reporting/issues/283) +- [FIX] xlsx export of string types KPI + (https://github.com/OCA/account-financial-reporting/issues/285) +- [FIX] sorting of detail by account +- [FIX] computation bug in detail by account when multiple accounting + expressions were used in a KPI +- [FIX] permission issue when adding report to dashboard with non admin + user 10.0.2.0.3 (unreleased) ----------------------- -- [IMP] more robust behaviour in presence of missing expressions -- [FIX] indent style -- [FIX] local variable 'ctx' referenced before assignment when - generating reports with no objects -- [IMP] use fontawesome icons -- [MIG] migrate to 10.0 -- [FIX] unicode error when exporting to Excel -- [IMP] provide full access to mis builder style for group Adviser. +- [IMP] more robust behaviour in presence of missing expressions +- [FIX] indent style +- [FIX] local variable 'ctx' referenced before assignment when + generating reports with no objects +- [IMP] use fontawesome icons +- [MIG] migrate to 10.0 +- [FIX] unicode error when exporting to Excel +- [IMP] provide full access to mis builder style for group Adviser. 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. +- [IMP] Add refresh button in mis report preview. +- [IMP] Widget code changes to allow to add fields in the widget more + easily. 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. +- [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. 9.0.2.0.0 (2016-05-24) ---------------------- @@ -646,71 +645,72 @@ 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. -- [IMP] hide button box in edit mode on the report instance settings - form -- [FIX] Fix sum aggregation of non-stored fields - (https://github.com/OCA/account-financial-reporting/issues/178) -- [IMP] There is now a default style at the report level -- [CHG] Number display properties (rounding, prefix, suffix, factor) are - now defined in styles -- [CHG] Percentage difference are rounded to 1 digit instead of the - kpi's rounding, as the KPI rounding does not make sense in this case -- [CHG] The divider suffix (k, M, etc) is not inserted automatically - anymore because it is inconsistent when working with prefixes; you - need to add it manually in the suffix -- [IMP] AccountingExpressionProcessor now supports 'balu' expressions to - obtain the unallocated profit/loss of previous fiscal years; - get_unallocated_pl is the corresponding convenience method -- [IMP] AccountingExpressionProcessor now has easy methods to obtain - balances by account: get_balances_initial, get_balances_end, - get_balances_variation -- [IMP] there is now an auto-expand feature to automatically display a - detail by account for selected kpis -- [IMP] the kpi and period lists are now manipulated through forms - instead of directly in the tree views -- [IMP] it is now possible to create a report through a wizard, such - reports are deemed temporary and available through a "Last Reports - Generated" menu, they are garbaged collected automatically, unless - saved permanently, which can be done using a Save button -- [IMP] there is now a beginner mode to configure simple reports with - only one period -- [IMP] it is now easier to configure periods with fixed start/end dates -- [IMP] the new sub-kpi mechanism allows the creation of columns with - multiple values, or columns with different values -- [IMP] thanks to the new style model, the Excel export is now styled -- [IMP] a new style model is now used to centralize style configuration -- [FIX] use =like instead of like to search for accounts, because the % - are added by the user in the expressions -- [FIX] Correctly compute the initial balance of income and expense - account based on the start of the fiscal year -- [IMP] Support date ranges (from OCA/server-tools/date_range) as a more - flexible alternative to fiscal periods -- v9 migration: fiscal periods are removed, account charts are removed, - consolidation accounts have been removed +- [IMP] hide button box in edit mode on the report instance settings + form +- [FIX] Fix sum aggregation of non-stored fields + (https://github.com/OCA/account-financial-reporting/issues/178) +- [IMP] There is now a default style at the report level +- [CHG] Number display properties (rounding, prefix, suffix, factor) + are now defined in styles +- [CHG] Percentage difference are rounded to 1 digit instead of the + kpi's rounding, as the KPI rounding does not make sense in this case +- [CHG] The divider suffix (k, M, etc) is not inserted automatically + anymore because it is inconsistent when working with prefixes; you + need to add it manually in the suffix +- [IMP] AccountingExpressionProcessor now supports 'balu' expressions + to obtain the unallocated profit/loss of previous fiscal years; + get_unallocated_pl is the corresponding convenience method +- [IMP] AccountingExpressionProcessor now has easy methods to obtain + balances by account: get_balances_initial, get_balances_end, + get_balances_variation +- [IMP] there is now an auto-expand feature to automatically display a + detail by account for selected kpis +- [IMP] the kpi and period lists are now manipulated through forms + instead of directly in the tree views +- [IMP] it is now possible to create a report through a wizard, such + reports are deemed temporary and available through a "Last Reports + Generated" menu, they are garbaged collected automatically, unless + saved permanently, which can be done using a Save button +- [IMP] there is now a beginner mode to configure simple reports with + only one period +- [IMP] it is now easier to configure periods with fixed start/end + dates +- [IMP] the new sub-kpi mechanism allows the creation of columns with + multiple values, or columns with different values +- [IMP] thanks to the new style model, the Excel export is now styled +- [IMP] a new style model is now used to centralize style configuration +- [FIX] use =like instead of like to search for accounts, because the % + are added by the user in the expressions +- [FIX] Correctly compute the initial balance of income and expense + account based on the start of the fiscal year +- [IMP] Support date ranges (from OCA/server-tools/date_range) as a + more flexible alternative to fiscal periods +- v9 migration: fiscal periods are removed, account charts are removed, + consolidation accounts have been removed 8.0.1.0.0 (2016-04-27) ---------------------- -- The copy of a MIS Report Instance now copies period. - https://github.com/OCA/account-financial-reporting/pull/181 -- The copy of a MIS Report Template now copies KPIs and queries. - https://github.com/OCA/account-financial-reporting/pull/177 -- Usability: the default view for MIS Report instances is now the - rendered preview, and the settings are accessible through a gear icon - in the list view and a button in the preview. - https://github.com/OCA/account-financial-reporting/pull/170 -- Display blank cells instead of 0.0 when there is no data. - https://github.com/OCA/account-financial-reporting/pull/169 -- Usability: better layout of the MIS Report periods settings on small - screens. https://github.com/OCA/account-financial-reporting/pull/167 -- Include the download buttons inside the MIS Builder widget, and - refactor the widget to open the door to analytic filtering in the - previews. https://github.com/OCA/account-financial-reporting/pull/151 -- Add KPI rendering prefixes (so you can print $ in front of the value). - https://github.com/OCA/account-financial-reporting/pull/158 -- Add hooks for analytic filtering. - https://github.com/OCA/account-financial-reporting/pull/128 - https://github.com/OCA/account-financial-reporting/pull/131 +- The copy of a MIS Report Instance now copies period. + https://github.com/OCA/account-financial-reporting/pull/181 +- The copy of a MIS Report Template now copies KPIs and queries. + https://github.com/OCA/account-financial-reporting/pull/177 +- Usability: the default view for MIS Report instances is now the + rendered preview, and the settings are accessible through a gear icon + in the list view and a button in the preview. + https://github.com/OCA/account-financial-reporting/pull/170 +- Display blank cells instead of 0.0 when there is no data. + https://github.com/OCA/account-financial-reporting/pull/169 +- Usability: better layout of the MIS Report periods settings on small + screens. https://github.com/OCA/account-financial-reporting/pull/167 +- Include the download buttons inside the MIS Builder widget, and + refactor the widget to open the door to analytic filtering in the + previews. https://github.com/OCA/account-financial-reporting/pull/151 +- Add KPI rendering prefixes (so you can print $ in front of the + value). https://github.com/OCA/account-financial-reporting/pull/158 +- Add hooks for analytic filtering. + https://github.com/OCA/account-financial-reporting/pull/128 + https://github.com/OCA/account-financial-reporting/pull/131 8.0.0.2.0 --------- @@ -738,36 +738,36 @@ Authors Contributors ------------ -- Stéphane Bidoul -- Laetitia Gangloff -- Adrien Peiffer -- Alexis de Lattre -- Alexandre Fayolle -- Jordi Ballester -- Thomas Binsfeld -- Giovanni Capalbo -- Marco Calcagni -- Sébastien Beau -- Laurent Mignon -- Luc De Meyer -- Benjamin Willig -- Martronic SA -- nicomacr -- Juan Jose Scarafia -- Richard deMeester -- Eric Caudal -- Andrea Stirpe -- Maxence Groine -- Arnaud Pineux -- Ernesto Tejeda -- Pedro M. Baeza -- Alexey Pelykh -- Jairo Llopis (https://www.moduon.team/) -- Dzung Tran -- Hoang Diep -- Miquel Pascual -- Antoni Marroig -- Chau Le +- Stéphane Bidoul +- Laetitia Gangloff +- Adrien Peiffer +- Alexis de Lattre +- Alexandre Fayolle +- Jordi Ballester +- Thomas Binsfeld +- Giovanni Capalbo +- Marco Calcagni +- Sébastien Beau +- Laurent Mignon +- Luc De Meyer +- Benjamin Willig +- Martronic SA +- nicomacr +- Juan Jose Scarafia +- Richard deMeester +- Eric Caudal +- Andrea Stirpe +- Maxence Groine +- Arnaud Pineux +- Ernesto Tejeda +- Pedro M. Baeza +- Alexey Pelykh +- Jairo Llopis (https://www.moduon.team/) +- Dzung Tran +- Hoang Diep +- Miquel Pascual +- Antoni Marroig +- Chau Le Maintainers ----------- diff --git a/mis_builder/models/kpimatrix.py b/mis_builder/models/kpimatrix.py index 63c706d7e..aa038db5d 100644 --- a/mis_builder/models/kpimatrix.py +++ b/mis_builder/models/kpimatrix.py @@ -464,6 +464,41 @@ def iter_subcols(self): for col in self.iter_cols(): yield from col.iter_subcols() + def iter_visible_rows(self): + """Iterate rows that must be displayed, in display order. + + yields KpiMatrixRow. + """ + for row in self.iter_rows(): + if not ( + (row.style_props.hide_empty and row.is_empty()) + or row.style_props.hide_always + ): + yield row + + def iter_cols_visible(self, hide_empty_columns=False): + """Iterate columns in display order. If hide_empty_columns is set, + columns where all cells are empty (across visible rows) are skipped. + + yields KpiMatrixCol: one for each column or comparison (if visible). + """ + if not hide_empty_columns: + yield from self.iter_cols() + return + visible_rows = list(self.iter_visible_rows()) + for col in self.iter_cols(): + if not self._col_is_empty(col, visible_rows): + yield col + + def iter_subcols_visible(self, hide_empty_columns=False): + """Iterate sub columns in display order, skipping empty columns. + + yields KpiMatrixSubCol: one for each subkpi in each column and + comparison (if visible). + """ + for col in self.iter_cols_visible(hide_empty_columns): + yield from col.iter_subcols() + def _load_account_names(self): account_ids = set() for detail_rows in self._detail_rows.values(): @@ -506,9 +541,21 @@ def get_account_name(self, account_id): self._load_account_names() return self._account_names[account_id] - def as_dict(self): + def _col_is_empty(self, col, rows): + for subcol in col.iter_subcols(): + for row in rows: + cell = subcol.get_cell_for_row(row) + if cell and cell.val not in (AccountingNone, None): + return False + return True + + def as_dict(self, hide_empty_columns=False): + visible_cols = list(self.iter_cols_visible(hide_empty_columns)) + visible_subcols = [ + subcol for col in visible_cols for subcol in col.iter_subcols() + ] header = [{"cols": []}, {"cols": []}] - for col in self.iter_cols(): + for col in visible_cols: header[0]["cols"].append( { "label": col.label, @@ -526,18 +573,14 @@ def as_dict(self): ) body = [] - for row in self.iter_rows(): - if ( - row.style_props.hide_empty and row.is_empty() - ) or row.style_props.hide_always: - continue + for row in self.iter_visible_rows(): row_data = { "label": row.label, "description": row.description, "style": self._style_model.to_css_style(row.style_props), "cells": [], } - for cell in row.iter_cells(): + for cell in row.iter_cells(subcols=visible_subcols): if cell is None: # TODO use subcol style here row_data["cells"].append({}) diff --git a/mis_builder/models/mis_report_instance.py b/mis_builder/models/mis_report_instance.py index bbb9268e5..c6c7b83ec 100644 --- a/mis_builder/models/mis_report_instance.py +++ b/mis_builder/models/mis_report_instance.py @@ -605,6 +605,10 @@ def _compute_pivot_date(self): wide_display_by_default = fields.Boolean( string="Open report in wide mode by default", ) + hide_empty_columns = fields.Boolean( + string="Hide empty columns", + help="Hide columns for which all displayed values are empty.", + ) @api.depends("report_id.move_lines_source") def _compute_widget_search_view_id(self): @@ -709,6 +713,12 @@ def _inverse_comparison_mode(self): record.date_from = None record.date_to = None + @api.onchange("comparison_mode") + def _onchange_comparison_mode(self): + # hiding empty columns only makes sense when comparing columns + if not self.comparison_mode: + self.hide_empty_columns = False + @api.onchange("date_range_id") def _onchange_date_range(self): if self.date_range_id: @@ -901,7 +911,7 @@ def _compute_matrix(self): def compute(self): self.ensure_one() kpi_matrix = self._compute_matrix() - ret = kpi_matrix.as_dict() + ret = kpi_matrix.as_dict(hide_empty_columns=self.hide_empty_columns) ret["notes"] = self.get_notes_by_cell_id() return ret diff --git a/mis_builder/report/mis_report_instance_qweb.xml b/mis_builder/report/mis_report_instance_qweb.xml index abdfebec2..50f175898 100644 --- a/mis_builder/report/mis_report_instance_qweb.xml +++ b/mis_builder/report/mis_report_instance_qweb.xml @@ -19,6 +19,10 @@ +

@@ -44,7 +48,10 @@
- +
@@ -63,7 +70,7 @@
- +
@@ -75,11 +82,8 @@
- -
+ +
- +
-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 @@ -467,8 +462,8 @@

    Usage

    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.
      • +create report instance by binding the templates to time periods, +hence defining the columns of your reports.

    image2

      @@ -477,15 +472,15 @@

      Usage

    image3

      -
    • On the MIS Reports view, you can add annotations on each cells (except -cells coming from the option “details by account”). Added notes will -be pinted when exporting to PDF and Excel. Only users having either -the group to read or the group to update annotations can see those -annotations.
      • +
    • On the MIS Reports view, you can add annotations on each cells +(except cells coming from the option “details by account”). Added +notes will be pinted when exporting to PDF and Excel. Only users +having either the group to read or the group to update annotations +can see those annotations.
-

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

  • Resolve a permission issue when creating report periods with a user @@ -553,15 +548,15 @@

    16.0.5.1.8 (2024-02-08)

-

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

16.0.5.0.0 (2023-04-01)

+

16.0.5.0.0 (2023-04-01)

Features

  • Migration to 16.0
      @@ -577,18 +572,19 @@

      16.0.5.0.0 (2023-04-01)

      analytic_distribution mechanism is not compatible; support may be introduced in separate module, depending on use cases.
    • Abandon the mis_report_filters context key which had security -implication. It is replaced by a mis_analytic_domain context key -which is ANDed with other report-defined filters. +implication. It is replaced by a mis_analytic_domain context +key which is ANDed with other report-defined filters. (#472)
    • Rename the get_filter_descriptions_from_context method to get_filter_descriptions. This method may be overridden to -provide additional subtitles on the PDF or XLS report, representing -user-selected filters.
      • +provide additional subtitles on the PDF or XLS report, +representing user-selected filters.
    • The hide_analytic_filters has been replaced by widget_show_filters.
    • The visibility of the settings button on the widget is now -controlled by a show_settings_button. Before it was visible only -for the account_user group but this was not flexible enough.
      • +controlled by a show_settings_button. Before it was visible +only for the account_user group but this was not flexible +enough.
    • The widget configuration settings are now grouped in a dedicated Widget tab in the report configuration form.
    @@ -601,7 +597,7 @@

    16.0.5.0.0 (2023-04-01)

-

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 -Instance form. +
  • Fix access right issue when clicking the “Save” button on a MIS +Report Instance form. (#410)
-

14.0.4.0.0 (2022-01-08)

+

14.0.4.0.0 (2022-01-08)

Features

  • Remove various field size limits. @@ -635,8 +631,8 @@

    14.0.4.0.0 (2022-01-08)

    Bugfixes

    • Support for the Odoo 13+ multi-company model. In multi-company mode, -several allowed companies can be declared on MIS Report instances, and -the report operates on the intersection of report companies and +several allowed companies can be declared on MIS Report instances, +and the report operates on the intersection of report companies and companies selected in the user context. (#327)

      • @@ -645,9 +641,10 @@

      14.0.4.0.0 (2022-01-08)

      (#375)

    • Use the parent_state field of account.move.line to filter -entries in posted and draft state only. Before, when reporting -in draft mode, all entries were used (i.e. there was no filter), and -that started including the cancelled entries/invoices in Odoo 13.+.

      +entries in posted and draft state only. Before, when +reporting in draft mode, all entries were used (i.e. there was no +filter), and that started including the cancelled entries/invoices in +Odoo 13.+.

      This change also contains a breaking change in the internal API. For quite a while the target_move argument of AEP and other methods was not used by MIS Builder itself and was kept for backward @@ -658,12 +655,12 @@

      14.0.4.0.0 (2022-01-08)

-

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 -type comparison, you couldn’t currently select any existing period to -compare. This happened because the field domain was searching in a +
  • When on a MIS Report Instance, if you wanted to generate a new line +of type comparison, you couldn’t currently select any existing period +to compare. This happened because the field domain was searching in a NewId context, thus not finding a correct period. Changing the domain and making it use a computed field with a search for the _origin record solves the problem. @@ -671,7 +668,7 @@

    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 +676,7 @@

    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 +714,7 @@

    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 @@ -726,15 +723,16 @@

    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

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

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 +751,11 @@

    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’ @@ -774,22 +772,22 @@

    12.0.3.5.0 (2019-10-26)

  • Support analytic tag filters in the backend view and preview widget. Selecting several tags in the filter means filtering on move lines which have all these tags set. This is to support the most common -use case of using tags for different dimensions. The filter also makes -a AND with the analytic account filter. +use case of using tags for different dimensions. The filter also +makes a AND with the analytic account filter. (#228)
  • Display company in account details rows in multi-company mode. (#242)

Bugfixes

    -
  • Propagate context to xlsx report, so the analytic account filter works -when exporting to xslx too. This also requires a fix to +
  • Propagate context to xlsx report, so the analytic account filter +works when exporting to xslx too. This also requires a fix to report_xlsx (see https://github.com/OCA/reporting-engine/pull/259). (#178)
    • -
  • In columns of type Sum, preserve styles for KPIs that are not summable -(eg percentage values). Before this fix, such cells were displayed -without style. +
  • In columns of type Sum, preserve styles for KPIs that are not +summable (eg percentage values). Before this fix, such cells were +displayed without style. (#219)
  • In Excel export, keep the percentage point suffix (pp) instead of replacing it with %. @@ -797,13 +795,13 @@

    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

  • New year-to-date mode for defining periods. (#165)
    • -
  • Add support for move lines with negative debit or credit. Used by some -for storno accounting. Not officially supported. +
  • Add support for move lines with negative debit or credit. Used by +some for storno accounting. Not officially supported. (#175)
  • In Excel export, use a number format with thousands separator. The specific separator used depends on the Excel configuration (eg @@ -822,7 +820,7 @@

    12.0.3.4.0 (2019-07-09)

-

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 +871,7 @@

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

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 +947,7 @@

    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 @@ -979,14 +977,14 @@

    10.0.3.0.2 (2017-10-01)

  • [ADD] Sum column source, to create columns that add/subtract other columns.
  • [ADD] mis.kpi.data abstract model as a basis for manual KPI values -supporting automatic ajustment to the reporting time period (the basis -for budget item, but could also server other purposes, such as +supporting automatic ajustment to the reporting time period (the +basis for budget item, but could also server other purposes, such as manually entering some KPI values, such as number of employee)
  • [ADD] mis_builder_budget module providing a new budget data source
  • [ADD] new “hide empty” style property
  • [IMP] new AEP method to get accounts involved in an expression (this -is useful to find which KPI relate to a given P&L acount, to implement -budget control)
    • +is useful to find which KPI relate to a given P&L acount, to +implement budget control)
  • [IMP] many UI improvements
  • [IMP] many code style improvements and some refactoring
  • [IMP] add the column date_from, date_to in expression evaluation @@ -1010,7 +1008,7 @@

    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 +1021,7 @@

    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 +1029,7 @@

    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 +1037,7 @@

    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.

@@ -1049,15 +1047,15 @@

9.0.2.0.0 (2016-05-24)

  • [FIX] Fix sum aggregation of non-stored fields (https://github.com/OCA/account-financial-reporting/issues/178)
  • [IMP] There is now a default style at the report level
    • -
  • [CHG] Number display properties (rounding, prefix, suffix, factor) are -now defined in styles
    • +
  • [CHG] Number display properties (rounding, prefix, suffix, factor) +are now defined in styles
  • [CHG] Percentage difference are rounded to 1 digit instead of the kpi’s rounding, as the KPI rounding does not make sense in this case
  • [CHG] The divider suffix (k, M, etc) is not inserted automatically anymore because it is inconsistent when working with prefixes; you need to add it manually in the suffix
    • -
  • [IMP] AccountingExpressionProcessor now supports ‘balu’ expressions to -obtain the unallocated profit/loss of previous fiscal years; +
  • [IMP] AccountingExpressionProcessor now supports ‘balu’ expressions +to obtain the unallocated profit/loss of previous fiscal years; get_unallocated_pl is the corresponding convenience method
  • [IMP] AccountingExpressionProcessor now has easy methods to obtain balances by account: get_balances_initial, get_balances_end, @@ -1072,7 +1070,8 @@

    9.0.2.0.0 (2016-05-24)

    saved permanently, which can be done using a Save button
  • [IMP] there is now a beginner mode to configure simple reports with only one period
    • -
  • [IMP] it is now easier to configure periods with fixed start/end dates
    • +
  • [IMP] it is now easier to configure periods with fixed start/end +dates
  • [IMP] the new sub-kpi mechanism allows the creation of columns with multiple values, or columns with different values
  • [IMP] thanks to the new style model, the Excel export is now styled
    • @@ -1081,14 +1080,14 @@

    9.0.2.0.0 (2016-05-24)

    are added by the user in the expressions
  • [FIX] Correctly compute the initial balance of income and expense account based on the start of the fiscal year
    • -
  • [IMP] Support date ranges (from OCA/server-tools/date_range) as a more -flexible alternative to fiscal periods
    • +
  • [IMP] Support date ranges (from OCA/server-tools/date_range) as a +more flexible alternative to fiscal periods
  • v9 migration: fiscal periods are removed, account charts are removed, consolidation accounts have been removed
    • -

    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 +1125,15 @@

    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 +1183,5 @@

    Maintainers

    -
    diff --git a/mis_builder/tests/test_mis_report_instance.py b/mis_builder/tests/test_mis_report_instance.py index 59bdb2b65..e20ef96b9 100644 --- a/mis_builder/tests/test_mis_report_instance.py +++ b/mis_builder/tests/test_mis_report_instance.py @@ -355,7 +355,6 @@ def setUp(self): ], ) ) - # create a duplicate of first instance with different period self.report_instance_4 = self.env["mis.report.instance"].create( dict( @@ -376,6 +375,55 @@ def setUp(self): ], ) ) + # report with a single KPI: it yields value only for period starting + # in 2020, and AccountingNone otherwise, to test column emptiness + self.report_5 = self.env["mis.report"].create( + dict( + name="test report 5", + kpi_ids=[ + ( + 0, + 0, + dict( + name="k", + description="kpi", + expression="1.0 if date_from.year == 2020" + " else AccountingNone", + ), + ) + ], + ) + ) + # instance with one empty column (2019) and one populated column (2020) + self.report_instance_5 = self.env["mis.report.instance"].create( + dict( + name="test instance 5", + report_id=self.report_5.id, + company_id=self.env.ref("base.main_company").id, + period_ids=[ + ( + 0, + 0, + dict( + name="empty", + mode="fix", + manual_date_from="2019-01-01", + manual_date_to="2019-12-31", + ), + ), + ( + 0, + 0, + dict( + name="filled", + mode="fix", + manual_date_from="2020-01-01", + manual_date_to="2020-12-31", + ), + ), + ], + ) + ) def test_compute(self): matrix = self.report_instance._compute_matrix() @@ -391,6 +439,25 @@ def test_compute(self): # k7 references k3 via subkpi names self.assertEqual(vals, [AccountingNone, AccountingNone, 1.0]) + def test_hide_empty_columns(self): + instance = self.report_instance_5 + # with option off, both columns are present + header = instance.compute()["header"] + self.assertEqual( + [col["label"] for col in header[0]["cols"]], + ["empty", "filled"], + ) + # with the option on, the empty column is dropped from header and body + instance.hide_empty_columns = True + ret = instance.compute() + self.assertEqual( + [col["label"] for col in ret["header"][0]["cols"]], + ["filled"], + ) + self.assertEqual(len(ret["header"][1]["cols"]), 1) + for row in ret["body"]: + self.assertEqual(len(row["cells"]), 1) + def test_multi_company_compute(self): self.report_instance.write( { diff --git a/mis_builder/views/mis_report_instance.xml b/mis_builder/views/mis_report_instance.xml index d1f2c7df9..2d5dbea5c 100644 --- a/mis_builder/views/mis_report_instance.xml +++ b/mis_builder/views/mis_report_instance.xml @@ -194,6 +194,10 @@ +