mirror of
https://gitlab.com/flectra-community/mis-builder.git
synced 2024-09-28 19:29:03 +00:00
302 lines
15 KiB
XML
302 lines
15 KiB
XML
|
<?xml version="1.0" encoding="UTF-8" ?>
|
||
|
|
<flectra>
|
||
|
|
<record model="ir.ui.view" id="mis_report_view_tree">
|
||
|
|
<field name="name">mis.report.view.tree</field>
|
||
|
|
<field name="model">mis.report</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<tree>
|
||
|
|
<field name="name" />
|
||
|
|
<field name="description" />
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record model="ir.ui.view" id="mis_report_view_form">
|
||
|
|
<field name="name">mis.report.view.form</field>
|
||
|
|
<field name="model">mis.report</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<form string="MIS Report">
|
||
|
|
<sheet>
|
||
|
|
<group col="2">
|
||
|
|
<field name="name" />
|
||
|
|
<field name="description" />
|
||
|
|
<field name="style_id" />
|
||
|
|
<field name="move_lines_source" options="{'no_open': true}" />
|
||
|
|
</group>
|
||
|
|
<notebook>
|
||
|
|
<page string="KPI's">
|
||
|
|
<field
|
||
|
|
name="kpi_ids"
|
||
|
|
nolabel="1"
|
||
|
|
colspan="2"
|
||
|
|
context="{'default_report_id': id}"
|
||
|
|
>
|
||
|
|
<tree>
|
||
|
|
<field name="sequence" widget="handle" />
|
||
|
|
<field name="description" />
|
||
|
|
<field name="name" />
|
||
|
|
<field name="type" />
|
||
|
|
<field
|
||
|
|
name="compare_method"
|
||
|
|
attrs="{'invisible': [('type', '=', 'str')]}"
|
||
|
|
/>
|
||
|
|
<field
|
||
|
|
name="accumulation_method"
|
||
|
|
attrs="{'invisible': [('type', '=', 'str')]}"
|
||
|
|
/>
|
||
|
|
<field name="expression" />
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</page>
|
||
|
|
<page string="Queries">
|
||
|
|
<field
|
||
|
|
name="query_ids"
|
||
|
|
nolabel="1"
|
||
|
|
colspan="2"
|
||
|
|
context="{'default_report_id': id}"
|
||
|
|
>
|
||
|
|
<tree editable="bottom">
|
||
|
|
<field name="name" />
|
||
|
|
<field name="model_id" />
|
||
|
|
<field
|
||
|
|
name="field_ids"
|
||
|
|
domain="[('model_id', '=', model_id)]"
|
||
|
|
widget="many2many_tags"
|
||
|
|
/>
|
||
|
|
<field name="field_names" />
|
||
|
|
<field name="aggregate" />
|
||
|
|
<field
|
||
|
|
name="date_field"
|
||
|
|
domain="[('model_id', '=', model_id), ('ttype', 'in', ('date', 'datetime'))]"
|
||
|
|
/>
|
||
|
|
<field name="domain" />
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</page>
|
||
|
|
<page string="Sub KPI's">
|
||
|
|
<field name="subkpi_ids" nolabel="1" colspan="2">
|
||
|
|
<tree editable="bottom">
|
||
|
|
<field name="sequence" widget="handle" />
|
||
|
|
<field name="description" />
|
||
|
|
<field name="name" />
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</page>
|
||
|
|
<page string="Sub Reports">
|
||
|
|
<field
|
||
|
|
name="subreport_ids"
|
||
|
|
nolabel="1"
|
||
|
|
colspan="2"
|
||
|
|
context="{'default_report_id': id}"
|
||
|
|
>
|
||
|
|
<tree editable="bottom">
|
||
|
|
<field name="name" />
|
||
|
|
<field
|
||
|
|
name="subreport_id"
|
||
|
|
domain="[('id', '!=', parent.id)]"
|
||
|
|
/>
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</page>
|
||
|
|
</notebook>
|
||
|
|
</sheet>
|
||
|
|
</form>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record id="mis_report_view_kpi_form" model="ir.ui.view">
|
||
|
|
<field name="name">mis.report.view.kpi.form</field>
|
||
|
|
<field name="model">mis.report.kpi</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<form string="MIS Report KPI">
|
||
|
|
<group col="4">
|
||
|
|
<field name="description" />
|
||
|
|
<field name="name" />
|
||
|
|
<field name="type" />
|
||
|
|
<newline />
|
||
|
|
<field name="compare_method" />
|
||
|
|
<field name="accumulation_method" />
|
||
|
|
<field name="style_id" />
|
||
|
|
<field name="style_expression" />
|
||
|
|
<field name='id' invisible='1' />
|
||
|
|
<field
|
||
|
|
name="report_id"
|
||
|
|
invisible="1"
|
||
|
|
attrs="{'required': [('id', '!=', False)]}"
|
||
|
|
/>
|
||
|
|
</group>
|
||
|
|
<notebook>
|
||
|
|
<page string="Expressions">
|
||
|
|
<group col="2">
|
||
|
|
<field name="multi" />
|
||
|
|
<newline />
|
||
|
|
<field
|
||
|
|
name="expression_ids"
|
||
|
|
colspan="2"
|
||
|
|
nolabel="1"
|
||
|
|
attrs="{'invisible': [('multi', '=', False)]}"
|
||
|
|
>
|
||
|
|
<tree editable="bottom">
|
||
|
|
<field
|
||
|
|
name="subkpi_id"
|
||
|
|
domain="[('report_id', '=', parent.report_id)]"
|
||
|
|
/>
|
||
|
|
<field name="name" />
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
<field
|
||
|
|
name="expression"
|
||
|
|
colspan="2"
|
||
|
|
nolabel="1"
|
||
|
|
attrs="{'invisible': [('multi', '=', True)],
|
||
|
|
'readonly': [('multi', '=', True)]}"
|
||
|
|
placeholder="Enter expression here, for example balp[70%]. See also help tab."
|
||
|
|
/>
|
||
|
|
</group>
|
||
|
|
<group col="4" string="Auto expand">
|
||
|
|
<field name="auto_expand_accounts" />
|
||
|
|
<field
|
||
|
|
name="auto_expand_accounts_style_id"
|
||
|
|
attrs="{'invisible': [('auto_expand_accounts', '!=', True)]}"
|
||
|
|
/>
|
||
|
|
</group>
|
||
|
|
</page>
|
||
|
|
<page string="Help (for KPI expressions)">
|
||
|
|
<div style="display: flex; width: 100;">
|
||
|
|
<div>
|
||
|
|
<p>
|
||
|
|
Expressions can be any valid python expressions.
|
||
|
|
</p>
|
||
|
|
<p
|
||
|
|
> The following special elements are recognized in the expressions
|
||
|
|
to compute accounting data: <code
|
||
|
|
>{bal|crd|deb|pbal|nbal}{pieu}[account
|
||
|
|
selector][journal items domain]</code>. </p>
|
||
|
|
<ul>
|
||
|
|
<li>
|
||
|
|
<code>bal</code>, <code>crd</code>, <code
|
||
|
|
>deb</code>, <code>
|
||
|
|
pbal</code>, <code
|
||
|
|
>nbal</code> : balance, debit, credit,
|
||
|
|
positive balance, negative balance. </li>
|
||
|
|
<li>
|
||
|
|
<code>p</code>, <code>i</code>, <code
|
||
|
|
>e</code> : respectively variation over the period,
|
||
|
|
initial balance, ending balance </li>
|
||
|
|
<li> The <b
|
||
|
|
>account selector</b> is a like expression on the
|
||
|
|
account code (eg <code
|
||
|
|
>70%</code>, etc), or a domain over accounts
|
||
|
|
(eg <code
|
||
|
|
>[('code', 'like', '60%')]</code>). </li>
|
||
|
|
<li> The <b
|
||
|
|
>journal items domain</b> is an Flectra domain filter on
|
||
|
|
journal items. </li>
|
||
|
|
<li>
|
||
|
|
<code>balu[]</code> : (<code
|
||
|
|
>u</code> for unallocated) is a special expression
|
||
|
|
that shows the unallocated profit/loss of previous fiscal
|
||
|
|
years. </li>
|
||
|
|
</ul>
|
||
|
|
<p>
|
||
|
|
Expressions can involve other KPI, sub KPI and
|
||
|
|
query results by name (eg <code>kpi1 + kpi2</code>,
|
||
|
|
<code>kpi2.subkpi1</code>, <code
|
||
|
|
>query1.field1</code>).
|
||
|
|
</p>
|
||
|
|
<p>
|
||
|
|
Additionally following variables are available
|
||
|
|
in the evaluation context:
|
||
|
|
</p>
|
||
|
|
<ul>
|
||
|
|
<li>
|
||
|
|
<code>sum</code>, <code>min</code>,
|
||
|
|
<code>max</code>, <code>len</code>,
|
||
|
|
<code>avg</code> : behave as expected, very
|
||
|
|
similar to the python builtins. </li>
|
||
|
|
<li>
|
||
|
|
<code>datetime</code>, <code
|
||
|
|
>datetime</code>, <code
|
||
|
|
>dateutil</code> : the python modules. </li>
|
||
|
|
<li>
|
||
|
|
<code>date_from</code>, <code
|
||
|
|
>date_to</code> : beginning and end date of the
|
||
|
|
period. </li>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>AccountingNone</code> : a null value that behaves as 0 in
|
||
|
|
arithmetic operations. </li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
<div>
|
||
|
|
<p>Examples:</p>
|
||
|
|
<ul>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>bal[70]</code> : variation of the balance of account 70 over
|
||
|
|
the period (it is the same as <code
|
||
|
|
>balp[70]</code>. </li>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>bali[70,60]</code> : initial balance of accounts 70 and 60. </li>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>bale[1%%]</code> : balance of accounts starting with 1 at
|
||
|
|
end of period. </li>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>crdp[40%]</code> : sum of all credits on accounts starting
|
||
|
|
with 40 during the period. </li>
|
||
|
|
<li>
|
||
|
|
<code>
|
||
|
|
debp[55%][('journal_id.code', '=',
|
||
|
|
'BNK1')]
|
||
|
|
</code>
|
||
|
|
: sum of all debits on accounts 55 and journal BNK1 during
|
||
|
|
the period. </li>
|
||
|
|
<li>
|
||
|
|
<code>
|
||
|
|
balp[('user_type_id', '=',
|
||
|
|
ref('account.
|
||
|
|
data_account_type_receivable').id)][]
|
||
|
|
</code>
|
||
|
|
: variation of the balance of all receivable accounts over
|
||
|
|
the period. </li>
|
||
|
|
<li>
|
||
|
|
<code>
|
||
|
|
balp[][('tax_line_id.tag_ids', '=', ref('l10n_be.tax_tag_56').id)]
|
||
|
|
</code>
|
||
|
|
: balance of move lines related to tax grid 56. </li>
|
||
|
|
<li>
|
||
|
|
<code
|
||
|
|
>pbale[55%]</code> : sum of all ending balances of accounts
|
||
|
|
starting with 55 whose ending balance is positive. </li>
|
||
|
|
</ul>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</page>
|
||
|
|
</notebook>
|
||
|
|
</form>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
<record model="ir.actions.act_window" id="mis_report_view_action">
|
||
|
|
<field name="name">MIS Report Templates</field>
|
||
|
|
<field name="view_id" ref="mis_report_view_tree" />
|
||
|
|
<field name="res_model">mis.report</field>
|
||
|
|
<field name="view_mode">tree,form</field>
|
||
|
|
</record>
|
||
|
|
<menuitem
|
||
|
|
id="mis_report_conf_menu"
|
||
|
|
parent="account.menu_finance_configuration"
|
||
|
|
name="MIS Reporting"
|
||
|
|
sequence="90"
|
||
|
|
/>
|
||
|
|
<menuitem
|
||
|
|
id="mis_report_view_menu"
|
||
|
|
parent="mis_report_conf_menu"
|
||
|
|
name="MIS Report Templates"
|
||
|
|
action="mis_report_view_action"
|
||
|
|
sequence="21"
|
||
|
|
/>
|
||
|
|
</flectra>
|