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[19.0][IMP] mis_builder: expand KPI detail rows by partner - #817

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max3903 wants to merge 3 commits into
OCA:19.0from
ursais:19.0-detail-by-partner
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[19.0][IMP] mis_builder: expand KPI detail rows by partner#817
max3903 wants to merge 3 commits into
OCA:19.0from
ursais:19.0-detail-by-partner

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@max3903

@max3903 max3903 commented Jul 20, 2026

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Summary

  • Add KPI detail_by selection (none / account / partner) so report rows can expand one line per partner, not only per account.
  • Keep auto_expand_accounts as a stored compute/inverse for backward compatibility, with a post-migration mapping existing flags to detail_by=account.
  • Extend AEP/evaluator/matrix/drilldown for partner-level queries (sentinel 0 = empty partner).

Test plan

  • Install/upgrade mis_builder to 19.0.1.1.0 and confirm KPIs with auto_expand_accounts still expand by account
  • Create a KPI with detail_by=partner on receivable/payable expressions and verify one row per partner (+ “(No partner)” when empty)
  • Drilldown from a partner detail cell and confirm domain includes partner_id
  • Run mis_builder.tests.test_partner_detail and existing auto-expand tests (test_data_sources)

Made with Cursor

Allow KPIs to display one detail row per partner in addition to the
existing account expansion, via a new detail_by field that keeps
auto_expand_accounts for backward compatibility.
@OCA-git-bot

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Hi @sbidoul,
some modules you are maintaining are being modified, check this out!

Treat False like None when packing cell ids so notes match parent KPI
cells (empty middle segment), not the literal string "False".
@max3903
max3903 force-pushed the 19.0-detail-by-partner branch from 844d38a to 4a4f4a8 Compare July 20, 2026 16:58
@max3903
max3903 requested a review from sbidoul July 20, 2026 17:47
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2 participants