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[19.0][MIG] mis_builder_cash_flow: Migration to version 19.0 - #1554

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Tecnativa:19.0-mig-mis_builder_cash_flow
Sep 7, 2026
Merged

OCA-git-bot merged 58 commits into
OCA:19.0from
Tecnativa:19.0-mig-mis_builder_cash_flow

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This PR performs the standard migration of the module and includes the implementation introduced in PR #1543.

@Tecnativa TT61712

@OCA-git-bot OCA-git-bot added series:19.0 mod:mis_builder_cash_flow Module mis_builder_cash_flow labels Aug 4, 2026
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adasatorres-tecnativa force-pushed the 19.0-mig-mis_builder_cash_flow branch 2 times, most recently from 94d31de to 45d6f34 Compare August 10, 2026 10:42
@eduezerouali-tecnativa

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This #1543 should be included in separate commit before the migrations ones. Also squash administrative commits please.

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adasatorres-tecnativa force-pushed the 19.0-mig-mis_builder_cash_flow branch from 45d6f34 to 9f0c844 Compare August 20, 2026 07:44
jjscarafia and others added 24 commits August 20, 2026 08:47
For mis_builder to compute correctly bale we need accounts with user type include_initial_balance. We use receivable type which is the more accurate for this purpose
Currently translated at 100.0% (52 of 52 strings)

Translation: account-financial-reporting-12.0/account-financial-reporting-12.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-12-0/account-financial-reporting-12-0-mis_builder_cash_flow/pt/
Currently translated at 100.0% (53 of 53 strings)

Translation: account-financial-reporting-13.0/account-financial-reporting-13.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-mis_builder_cash_flow/es_AR/
Currently translated at 37.7% (20 of 53 strings)

Translation: account-financial-reporting-13.0/account-financial-reporting-13.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-mis_builder_cash_flow/nl/
Currently translated at 81.1% (43 of 53 strings)

Translation: account-financial-reporting-13.0/account-financial-reporting-13.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-mis_builder_cash_flow/es/
- On v13, invoices are journal entries, so we have to explicitly exclude
  cancelled invoices from the expression. We leave draft ones, as they
  are good for forecasting.
- Default value for the company of the forecast line doesn't follow new
  specification, putting an incorrect value.
- Extra improvement: avoid a non needed casting of the fixed column type.
"Target Moves" option in MIS report instance was previously ignored.

Now it's taken into account, but still excluding cancelled entries.
Currently translated at 100.0% (55 of 55 strings)

Translation: account-financial-reporting-13.0/account-financial-reporting-13.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-mis_builder_cash_flow/es_AR/
Currently translated at 100.0% (55 of 55 strings)

Translation: account-financial-reporting-14.0/account-financial-reporting-14.0-mis_builder_cash_flow
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-14-0/account-financial-reporting-14-0-mis_builder_cash_flow/it/
Comment thread mis_builder_cash_flow/tests/test_cash_flow.py
Comment thread mis_builder_cash_flow/tests/test_cash_flow.py Outdated
Comment thread mis_builder_cash_flow/views/account_account_views.xml Outdated
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ping @eduezerouali-tecnativa @pedrobaeza.

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/ocabot migration mis_builder_cash_flow

@adasatorres-tecnativa please cherry-pick latest commit from the 17 improvement about plans (the commit name seems weird right now).

@OCA-git-bot OCA-git-bot added this to the 19.0 milestone Aug 28, 2026
@OCA-git-bot OCA-git-bot mentioned this pull request Aug 28, 2026
6 tasks
cgarcia-solvos and others added 2 commits September 1, 2026 13:03
Cash flow plans are a recurring template that generates a whole series
of forecast lines with a single click.

A per-company, configurable limit on the number of forecast lines a
single plan can generate at once, to avoid runaway series over very
long date ranges.
@adasatorres-tecnativa
adasatorres-tecnativa force-pushed the 19.0-mig-mis_builder_cash_flow branch from 62be1c3 to acffa30 Compare September 1, 2026 12:06
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Ready @pedrobaeza

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@eduezerouali-tecnativa please check

Comment thread mis_builder_cash_flow/tests/test_cash_flow.py Outdated
Comment thread mis_builder_cash_flow/tests/test_cash_flow.py Outdated
Comment thread mis_builder_cash_flow/models/mis_cash_flow_plan.py Outdated
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ping @eduezerouali-tecnativa

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LGTM + tested on runboat

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ping @pedrobaeza

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/ocabot merge nobump

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What a great day to merge this nice PR. Let's do it!
Prepared branch 19.0-ocabot-merge-pr-1554-by-pedrobaeza-bump-nobump, awaiting test results.

@OCA-git-bot
OCA-git-bot merged commit 9ae5d5e into OCA:19.0 Sep 7, 2026
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Congratulations, your PR was merged at 6a7c307. Thanks a lot for contributing to OCA. ❤️

@pedrobaeza
pedrobaeza deleted the 19.0-mig-mis_builder_cash_flow branch September 7, 2026 17:59
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