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Changelog

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.

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.

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.

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.

  • [IMP] hide button box in edit mode on the report instance settings form
  • [FIX] Fix sum aggregation of non-stored fields (issue #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. OCA#181
  • The copy of a MIS Report Template now copies KPIs and queries. OCA#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. OCA#170
  • Display blank cells instead of 0.0 when there is no data. OCA#169
  • Usability: better layout of the MIS Report periods settings on small screens. OCA#167
  • Include the download buttons inside the MIS Builder widget, and refactor the widget to open the door to analytic filtering in the previews. OCA#151
  • Add KPI rendering prefixes (so you can print $ in front of the value). OCA#158
  • Add hooks for analytic filtering. OCA#128 OCA#131

8.0.0.2.0

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