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3a45f64
[ADD] mis_builder_analytic: New module
ernestotejeda Oct 28, 2019
9b284d7
[IMP] mis_builder_analytic: black, isort
ernestotejeda Oct 30, 2019
31b610c
[UPD] README.rst
OCA-git-bot Oct 31, 2019
1428842
[ADD] icon.png
OCA-git-bot Oct 31, 2019
7b2676e
[IMP] mis_builder_analytic: black, isort, prettier
marcelsavegnago Jan 13, 2022
3042fb0
[IMP] mis_builder_analytic: Migration to 12.0
marcelsavegnago Jan 13, 2022
8c9c469
[UPD] Update mis_builder_analytic.pot
oca-travis Jan 19, 2022
6192e13
[UPD] README.rst
OCA-git-bot Jan 19, 2022
74474f8
[IMP] mis_account_analytic: black, isort, prettier
marcelsavegnago Jul 8, 2022
ae564f7
[MIG] mis_account_analytic: Migration to 14.0
marcelsavegnago Jul 8, 2022
ab7a390
[RFC] mis_account_analytic: change model of account_id to account.acc…
marcelsavegnago Jul 8, 2022
266bb28
[UPD] Update mis_builder_analytic.pot
oca-travis Aug 18, 2022
15f6bc8
[UPD] README.rst
OCA-git-bot Aug 18, 2022
9bdbced
Added translation using Weblate (Italian)
francesco-ooops Nov 14, 2022
5b24698
Translated using Weblate (Italian)
francesco-ooops Nov 14, 2022
fc0bde3
[UPD] README.rst
OCA-git-bot Sep 4, 2023
6d6b31c
[FIX] mis_builder_analytic: lint fix
etobella Oct 25, 2023
bf82d78
[BOT] post-merge updates
OCA-git-bot Oct 25, 2023
8bd26e6
[IMP] mis_builder_analytic: pre-commit auto fixes
BurkhalterY Oct 23, 2024
116c653
[MIG] mis_builder_analytic: Migration to 17.0
BurkhalterY Oct 23, 2024
6a82091
[UPD] Update mis_builder_analytic.pot
Mar 14, 2025
40da7d4
[BOT] post-merge updates
OCA-git-bot Mar 14, 2025
72c30e7
Translated using Weblate (Italian)
mymage Mar 20, 2025
53565a8
[MIG] mis_builder_analytic: Migration to 18.0
christian-ramos-tecnativa Dec 12, 2025
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95 changes: 95 additions & 0 deletions mis_builder_analytic/README.rst
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====================
MIS Builder Analytic
====================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:804552383a29425621d4a339cc647df3cc6ed29d9cdf3645fd7e1bb67ceefacb
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |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--contrib-lightgray.png?logo=github
:target: https://github.com/OCA/mis-builder-contrib/tree/18.0/mis_builder_analytic
:alt: OCA/mis-builder-contrib
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/mis-builder-contrib-18-0/mis-builder-contrib-18-0-mis_builder_analytic
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/mis-builder-contrib&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to create a MIS report using Analytic entries as
data source

**Table of contents**

.. contents::
:local:

Usage
=====

To use this module, you need to:

1. Go to *Invoicing -> Reporting -> MIS Reporting -> MIS Reports*.
2. Create a new *MIS Report*
3. On *MIS Report* form view enable comparison mode and create a new
Period on *Columns* tab.
4. In this form view select *Actuals (alternative)* option on the field
*Source* and select *MIS Account Analytic Line* on the field *Move
lines source*,
5. Complete the rest of the report fields and click on Preview button.
6. Yow will se the report based on Account Analytic Lines.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder-contrib/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
`feedback <https://github.com/OCA/mis-builder-contrib/issues/new?body=module:%20mis_builder_analytic%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Ernesto Tejeda
- Pedro M. Baeza

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/mis-builder-contrib <https://github.com/OCA/mis-builder-contrib/tree/18.0/mis_builder_analytic>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions mis_builder_analytic/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
17 changes: 17 additions & 0 deletions mis_builder_analytic/__manifest__.py
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# Copyright 2018 Tecnativa - Ernesto Tejeda
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

{
"name": "MIS Builder Analytic",
"summary": "Provide account analytic lines for MIS builder reports",
"version": "18.0.1.0.0",
"license": "AGPL-3",
"author": "Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/mis-builder-contrib",
"depends": ["mis_builder"],
"data": [
"views/mis_account_analytic_line_views.xml",
"security/ir.model.access.csv",
],
"installable": True,
}
92 changes: 92 additions & 0 deletions mis_builder_analytic/i18n/it.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * mis_builder_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-03-20 12:06+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.10.2\n"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__account_id
msgid "Account"
msgstr "Conto"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_account_id
msgid "Analytic Account"
msgstr "Conto analitico"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_line_id
msgid "Analytic entry"
msgstr "Registrazione analitica"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__balance
msgid "Balance"
msgstr "Saldo"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__company_id
msgid "Company"
msgstr "Azienda"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__credit
msgid "Credit"
msgstr "Credito"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__date
msgid "Date"
msgstr "Data"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__debit
msgid "Debit"
msgstr "Debito"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__display_name
msgid "Display Name"
msgstr "Nome visualizzato"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__id
msgid "ID"
msgstr "ID"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line____last_update
msgid "Last Modified on"
msgstr "Ultima modifica il"

#. module: mis_builder_analytic
#: model:ir.model,name:mis_builder_analytic.model_mis_account_analytic_line
msgid "MIS Account Analytic Line"
msgstr "Riga analitica account MIS"

#. module: mis_builder_analytic
#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__posted
msgid "Posted"
msgstr "Registrata"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__state
msgid "Status"
msgstr "Stato"

#. module: mis_builder_analytic
#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__draft
msgid "Unposted"
msgstr "Non registrata"
84 changes: 84 additions & 0 deletions mis_builder_analytic/i18n/mis_builder_analytic.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * mis_builder_analytic
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 17.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__account_id
msgid "Account"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_account_id
msgid "Analytic Account"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__analytic_line_id
msgid "Analytic entry"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__balance
msgid "Balance"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__company_id
msgid "Company"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__credit
msgid "Credit"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__date
msgid "Date"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__debit
msgid "Debit"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__display_name
msgid "Display Name"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__id
msgid "ID"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model,name:mis_builder_analytic.model_mis_account_analytic_line
msgid "MIS Account Analytic Line"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__posted
msgid "Posted"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields,field_description:mis_builder_analytic.field_mis_account_analytic_line__state
msgid "Status"
msgstr ""

#. module: mis_builder_analytic
#: model:ir.model.fields.selection,name:mis_builder_analytic.selection__mis_account_analytic_line__state__draft
msgid "Unposted"
msgstr ""
3 changes: 3 additions & 0 deletions mis_builder_analytic/models/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import mis_account_analytic_line
53 changes: 53 additions & 0 deletions mis_builder_analytic/models/mis_account_analytic_line.py
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# Copyright 2018 Tecnativa - Ernesto Tejeda
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from odoo import fields, models, tools


class MisAccountAnalyticLine(models.Model):
_name = "mis.account.analytic.line"
_auto = False
_description = "MIS Account Analytic Line"

date = fields.Date()
analytic_line_id = fields.Many2one(
string="Analytic entry", comodel_name="account.analytic.line"
)
account_id = fields.Many2one(string="Account", comodel_name="account.account")
analytic_account_id = fields.Many2one(
string="Analytic Account", comodel_name="account.analytic.account"
)
company_id = fields.Many2one(string="Company", comodel_name="res.company")
balance = fields.Float()
debit = fields.Float()
credit = fields.Float()
state = fields.Selection(
[("draft", "Unposted"), ("posted", "Posted")], string="Status"
)

def init(self):
tools.drop_view_if_exists(self._cr, "mis_account_analytic_line")
self._cr.execute(
"""
CREATE OR REPLACE VIEW mis_account_analytic_line AS (
SELECT
aal.id AS id,
aal.id AS analytic_line_id,
aal.date as date,
aal.general_account_id as account_id,
aal.account_id as analytic_account_id,
aal.company_id as company_id,
'posted'::VARCHAR as state,
CASE
WHEN aal.amount >= 0.0 THEN aal.amount
ELSE 0.0
END AS credit,
CASE
WHEN aal.amount < 0 THEN (aal.amount * -1)
ELSE 0.0
END AS debit,
aal.amount as balance
FROM
account_analytic_line aal
)"""
)
3 changes: 3 additions & 0 deletions mis_builder_analytic/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
3 changes: 3 additions & 0 deletions mis_builder_analytic/readme/CONTRIBUTORS.md
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- [Tecnativa](https://www.tecnativa.com):
- Ernesto Tejeda
- Pedro M. Baeza
2 changes: 2 additions & 0 deletions mis_builder_analytic/readme/DESCRIPTION.md
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@@ -0,0 +1,2 @@
This module allows you to create a MIS report using Analytic entries as
data source
11 changes: 11 additions & 0 deletions mis_builder_analytic/readme/USAGE.md
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@@ -0,0 +1,11 @@
To use this module, you need to:

1. Go to *Invoicing -\> Reporting -\> MIS Reporting -\> MIS Reports*.
2. Create a new *MIS Report*
3. On *MIS Report* form view enable comparison mode and create a new
Period on *Columns* tab.
4. In this form view select *Actuals (alternative)* option on the field
*Source* and select *MIS Account Analytic Line* on the field *Move
lines source*,
5. Complete the rest of the report fields and click on Preview button.
6. Yow will se the report based on Account Analytic Lines.
2 changes: 2 additions & 0 deletions mis_builder_analytic/security/ir.model.access.csv
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@@ -0,0 +1,2 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_mis_account_analytic_line,access_mis_account_analytic_line,model_mis_account_analytic_line,analytic.group_analytic_accounting,1,0,0,0
Binary file added mis_builder_analytic/static/description/icon.png
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