[19.0][IMP] mis_builder: generic KPI detail expansion by field

mis_builder/README.rst

@@ -110,6 +110,17 @@ can be found on GitHub.
 Changelog
 =========
 
+19.0.1.1.0 (2026-07-20)
+-----------------------
+
+Features
+~~~~~~~~
+
+- Add KPI option to expand detail rows by partner (customer/vendor), in
+  addition to the existing expansion by account. The new ``detail_by``
+  field supersedes ``auto_expand_accounts`` while keeping backward
+  compatibility.
+
 18.0.1.7.2 (2025-10-29)
 -----------------------
 

mis_builder/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     "name": "MIS Builder",
-    "version": "19.0.1.1.1",
+    "version": "19.0.1.1.0",
     "category": "Reporting",
     "summary": """
         Build 'Management Information System' Reports and Dashboards

mis_builder/migrations/19.0.1.1.0/post-migration.py

@@ -0,0 +1,41 @@
+# Copyright 2026 Odoo Community Association (OCA)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+
+def migrate(cr, version):
+    """Map legacy detail expansion flags onto detail_groupby."""
+    cr.execute(
+        """
+        SELECT column_name
+          FROM information_schema.columns
+         WHERE table_name = 'mis_report_kpi'
+           AND column_name IN ('detail_by', 'detail_groupby', 'auto_expand_accounts')
+        """
+    )
+    columns = {row[0] for row in cr.fetchall()}
+    if "detail_groupby" not in columns:
+        return
+
+    if "detail_by" in columns:
+        cr.execute(
+            """
+            UPDATE mis_report_kpi
+               SET detail_groupby = CASE
+                    WHEN detail_by = 'account' THEN 'account_id'
+                    WHEN detail_by = 'partner' THEN 'partner_id'
+                    WHEN auto_expand_accounts IS TRUE THEN 'account_id'
+                    ELSE detail_groupby
+               END
+             WHERE detail_groupby IS NULL
+                OR detail_groupby = ''
+            """
+        )
+    else:
+        cr.execute(
+            """
+            UPDATE mis_report_kpi
+               SET detail_groupby = 'account_id'
+             WHERE auto_expand_accounts IS TRUE
+               AND (detail_groupby IS NULL OR detail_groupby = '')
+            """
+        )