mis-builder/mis_builder/views/mis_report.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 string="MIS Reports">
                <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 string="KPI's">
                                    <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 string="Queries" 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="query_context"/>
                                    <field name="domain" />
                                </tree>
                            </field>
                        </page>
                        <page string="Sub KPI's">
                            <field name="subkpi_ids" nolabel="1" colspan="2">
                                <tree string="Sub KPI's" 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 string="Sub Reports" 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)">
                        <group>
                            <group>
                                <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>
                                            <b>bal, crd, deb, pbal, nbal</b>
                                            : balance, debit, credit, positive balance,
                                            negative balance.
                                        </li>
                                        <li>
                                            <b>p, i, e</b>
                                            : 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
                                            70%, etc).
                                        </li>
                                        <li>
                                            The
                                            <b>journal items domain</b>
                                            is an Flectra domain filter on journal items.
                                        </li>
                                        <li>
                                            <b>balu[]</b>
                                            : (u 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 kpi1 + kpi2,
                                        kpi2.subkpi1, query1.field1).
                                    </p>
                                    <p>
                                        Additionally following variables are available
                                        in the evaluation context:
                                    </p>
                                    <ul>
                                        <li>
                                            <b>sum, min, max, len, avg</b>
                                            : behave as expected, very similar to the
                                            python builtins.
                                        </li>
                                        <li>
                                            <b>datetime, datetime, dateutil</b>
                                            : the python modules.
                                        </li>
                                        <li>
                                            <b>date_from, date_to</b>
                                            : beginning and end date of the period.
                                        </li>
                                        <li>
                                            <b>AccountingNone</b>
                                            : a null value that behaves as 0 in
                                            arithmetic operations.
                                        </li>
                                    </ul>
                                </div>
                            </group>
                            <group>
                                <div>
                                    <p>Examples:</p>
                                    <ul>
                                        <li>
                                            <b>bal[70]</b>
                                            : variation of the balance of account 70
                                            over the period (it is the same as balp[70].
                                        </li>
                                        <li>
                                            <b>bali[70,60]</b>
                                            : initial balance of accounts 70 and 60.
                                        </li>
                                        <li>
                                            <b>bale[1%%]</b>
                                            : balance of accounts starting with 1 at end
                                            of period.
                                        </li>
                                        <li>
                                            <b>crdp[40%]</b>
                                            : sum of all credits on accounts starting
                                            with 40 during the period.
                                        </li>
                                        <li>
                                            <b>
                                                debp[55%][('journal_id.code', '=',
                                                'BNK1')]
                                            </b>
                                            : sum of all debits on accounts 55 and
                                            journal BNK1 during the period.
                                        </li>
                                        <li>
                                            <b>
                                                balp[('user_type_id', '=',
                                                ref('account.
                                                data_account_type_receivable').id)][]
                                            </b>
                                            : variation of the balance of all receivable
                                            accounts over the period.
                                        </li>
                                        <li>
                                            <b>
                                                balp[][('tax_line_id.tag_ids', '=',
                                                ref('l10n_be.tax_tag_56').id)]
                                            </b>
                                            : balance of move lines related to tax grid
                                            56.
                                        </li>
                                        <li>
                                            <b>pbale[55%]</b>
                                            : sum of all ending balances of accounts
                                            starting with 55 whose
                                          ending balance is positive.
                                        </li>
                                    </ul>
                                </div>
                            </group>
                        </group>
                    </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_type">form</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>