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[19.0][ADD] mis_builder_cash_flow: cash-flow forecast source for MIS Builder#7

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[19.0][ADD] mis_builder_cash_flow: cash-flow forecast source for MIS Builder#7
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@dnplkndll dnplkndll commented Jun 16, 2026

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Clean 19.0 rebuild of mis_builder_cash_flow (last shipped on OCA/account-financial-reporting@13.0, ADHOC/Tecnativa). Adds the mis.cash_flow SQL-view source so MIS Builder reports can forecast cash flow from unreconciled move-line residuals UNIONed with manual forecast lines.

Depends on OCA#752 (mis_builder) — merged into 19.0.

Non-mechanical adaptations worth flagging

  • account.account type API: 19.0 dropped user_type_id/account_internal_type. The SQL view now joins account_account and exposes account_type as a real column (with a Selection mirror on the model so it is groupable/filterable in the AEP's _read_group); the report KPI domains map liquidity→asset_cash, receivable→asset_receivable, payable→liability_payable.
  • SQL-view source / target_move: the view column was renamed stateparent_state so mis_builder core's generic posted/all filter (_supports_target_move_filter + _get_target_move_domain, keyed on parent_state) applies automatically. The 13.0 mis.report.instance.period._get_additional_move_line_filter override that hard-coded ("state","=","posted") is therefore dropped.
  • Multi-company accounts: account.account.company_id is gone in 19.0; the company constraint and view domains use company_ids.

@dnplkndll dnplkndll force-pushed the 19.0-add-mis_builder_cash_flow branch 6 times, most recently from 0646cc0 to b90d79b Compare June 16, 2026 12:08
- mis.cash_flow SQL-view source (unreconciled move-line residuals UNION
  forecast lines) for MIS Builder, rebuilt clean for 19.0.
- account.account.user_type_id removed in 19.0 -> source exposes account_type
  (granular) for the AEP; ALSO exposes a mapped legacy account_internal_type
  (asset_cash->liquidity, asset_receivable->receivable, liability_payable->
  payable, else other) so pre-19.0 cash-flow reports that filter on
  account_internal_type keep computing unchanged.
- target_move now handled by mis_builder core (parent_state); dropped the old
  period filter override. company_id->company_ids; removed invalid auto_join.
@dnplkndll dnplkndll force-pushed the 19.0-add-mis_builder_cash_flow branch from b90d79b to 3b51c35 Compare June 16, 2026 12:22
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