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Changelog
---------
.. Future (?)
.. ~~~~~~~~~~
..
.. *
9.0.2.0.3 (unreleased)
~~~~~~~~~~~~~~~~~~~~~~
* [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.
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
~~~~~~~~~
Pre-history. Or rather, you need to look at the git log.
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