mirror of
https://gitlab.com/flectra-community/mis-builder.git
synced 2024-11-16 19:22:04 +00:00
302 lines
15 KiB
XML
302 lines
15 KiB
XML
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<?xml version="1.0" encoding="UTF-8" ?>
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<flectra>
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<record model="ir.ui.view" id="mis_report_view_tree">
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<field name="name">mis.report.view.tree</field>
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<field name="model">mis.report</field>
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<field name="arch" type="xml">
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<tree>
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<field name="name" />
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<field name="description" />
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</tree>
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</field>
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</record>
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<record model="ir.ui.view" id="mis_report_view_form">
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<field name="name">mis.report.view.form</field>
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<field name="model">mis.report</field>
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<field name="arch" type="xml">
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<form string="MIS Report">
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<sheet>
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<group col="2">
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<field name="name" />
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<field name="description" />
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<field name="style_id" />
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<field name="move_lines_source" options="{'no_open': true}" />
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</group>
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<notebook>
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<page string="KPI's">
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<field
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name="kpi_ids"
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nolabel="1"
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colspan="2"
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context="{'default_report_id': id}"
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>
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<tree>
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<field name="sequence" widget="handle" />
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<field name="description" />
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<field name="name" />
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<field name="type" />
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<field
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name="compare_method"
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attrs="{'invisible': [('type', '=', 'str')]}"
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/>
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<field
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name="accumulation_method"
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attrs="{'invisible': [('type', '=', 'str')]}"
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/>
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<field name="expression" />
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</tree>
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</field>
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</page>
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<page string="Queries">
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<field
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name="query_ids"
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nolabel="1"
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colspan="2"
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context="{'default_report_id': id}"
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>
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<tree editable="bottom">
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<field name="name" />
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<field name="model_id" />
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<field
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name="field_ids"
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domain="[('model_id', '=', model_id)]"
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widget="many2many_tags"
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/>
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<field name="field_names" />
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<field name="aggregate" />
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<field
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name="date_field"
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domain="[('model_id', '=', model_id), ('ttype', 'in', ('date', 'datetime'))]"
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/>
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<field name="domain" />
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</tree>
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</field>
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</page>
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<page string="Sub KPI's">
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<field name="subkpi_ids" nolabel="1" colspan="2">
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<tree editable="bottom">
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<field name="sequence" widget="handle" />
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<field name="description" />
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<field name="name" />
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</tree>
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</field>
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</page>
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<page string="Sub Reports">
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<field
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name="subreport_ids"
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nolabel="1"
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colspan="2"
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context="{'default_report_id': id}"
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>
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<tree editable="bottom">
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<field name="name" />
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<field
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name="subreport_id"
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domain="[('id', '!=', parent.id)]"
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/>
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</tree>
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</field>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="mis_report_view_kpi_form" model="ir.ui.view">
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<field name="name">mis.report.view.kpi.form</field>
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<field name="model">mis.report.kpi</field>
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<field name="arch" type="xml">
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<form string="MIS Report KPI">
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<group col="4">
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<field name="description" />
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<field name="name" />
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<field name="type" />
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<newline />
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<field name="compare_method" />
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<field name="accumulation_method" />
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<field name="style_id" />
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<field name="style_expression" />
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<field name='id' invisible='1' />
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<field
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name="report_id"
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invisible="1"
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attrs="{'required': [('id', '!=', False)]}"
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/>
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</group>
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<notebook>
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<page string="Expressions">
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<group col="2">
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<field name="multi" />
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<newline />
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<field
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name="expression_ids"
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colspan="2"
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nolabel="1"
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attrs="{'invisible': [('multi', '=', False)]}"
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>
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<tree editable="bottom">
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<field
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name="subkpi_id"
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domain="[('report_id', '=', parent.report_id)]"
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/>
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<field name="name" />
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</tree>
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</field>
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<field
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name="expression"
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colspan="2"
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nolabel="1"
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attrs="{'invisible': [('multi', '=', True)],
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'readonly': [('multi', '=', True)]}"
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placeholder="Enter expression here, for example balp[70%]. See also help tab."
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/>
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</group>
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<group col="4" string="Auto expand">
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<field name="auto_expand_accounts" />
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<field
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name="auto_expand_accounts_style_id"
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attrs="{'invisible': [('auto_expand_accounts', '!=', True)]}"
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/>
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</group>
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</page>
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<page string="Help (for KPI expressions)">
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<div style="display: flex; width: 100;">
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<div>
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<p>
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Expressions can be any valid python expressions.
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</p>
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<p
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> The following special elements are recognized in the expressions
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to compute accounting data: <code
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>{bal|crd|deb|pbal|nbal}{pieu}[account
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selector][journal items domain]</code>. </p>
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<ul>
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<li>
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<code>bal</code>, <code>crd</code>, <code
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>deb</code>, <code>
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pbal</code>, <code
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>nbal</code> : balance, debit, credit,
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positive balance, negative balance. </li>
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<li>
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<code>p</code>, <code>i</code>, <code
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>e</code> : respectively variation over the period,
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initial balance, ending balance </li>
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<li> The <b
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>account selector</b> is a like expression on the
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account code (eg <code
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>70%</code>, etc), or a domain over accounts
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(eg <code
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>[('code', 'like', '60%')]</code>). </li>
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<li> The <b
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>journal items domain</b> is an Flectra domain filter on
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journal items. </li>
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<li>
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<code>balu[]</code> : (<code
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>u</code> for unallocated) is a special expression
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that shows the unallocated profit/loss of previous fiscal
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years. </li>
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</ul>
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<p>
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Expressions can involve other KPI, sub KPI and
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query results by name (eg <code>kpi1 + kpi2</code>,
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<code>kpi2.subkpi1</code>, <code
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>query1.field1</code>).
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</p>
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<p>
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Additionally following variables are available
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in the evaluation context:
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</p>
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<ul>
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<li>
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<code>sum</code>, <code>min</code>,
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<code>max</code>, <code>len</code>,
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<code>avg</code> : behave as expected, very
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similar to the python builtins. </li>
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<li>
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<code>datetime</code>, <code
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>datetime</code>, <code
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>dateutil</code> : the python modules. </li>
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<li>
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<code>date_from</code>, <code
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>date_to</code> : beginning and end date of the
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period. </li>
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<li>
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<code
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>AccountingNone</code> : a null value that behaves as 0 in
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arithmetic operations. </li>
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</ul>
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</div>
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<div>
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<p>Examples:</p>
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<ul>
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<li>
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<code
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>bal[70]</code> : variation of the balance of account 70 over
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the period (it is the same as <code
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>balp[70]</code>. </li>
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<li>
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<code
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>bali[70,60]</code> : initial balance of accounts 70 and 60. </li>
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<li>
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<code
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>bale[1%%]</code> : balance of accounts starting with 1 at
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end of period. </li>
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<li>
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<code
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>crdp[40%]</code> : sum of all credits on accounts starting
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with 40 during the period. </li>
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<li>
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<code>
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debp[55%][('journal_id.code', '=',
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'BNK1')]
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</code>
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: sum of all debits on accounts 55 and journal BNK1 during
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the period. </li>
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<li>
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<code>
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balp[('user_type_id', '=',
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ref('account.
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data_account_type_receivable').id)][]
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</code>
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: variation of the balance of all receivable accounts over
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the period. </li>
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<li>
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<code>
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balp[][('tax_line_id.tag_ids', '=', ref('l10n_be.tax_tag_56').id)]
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</code>
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: balance of move lines related to tax grid 56. </li>
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<li>
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<code
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>pbale[55%]</code> : sum of all ending balances of accounts
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starting with 55 whose ending balance is positive. </li>
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</ul>
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</div>
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</div>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<record model="ir.actions.act_window" id="mis_report_view_action">
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<field name="name">MIS Report Templates</field>
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<field name="view_id" ref="mis_report_view_tree" />
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<field name="res_model">mis.report</field>
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<field name="view_mode">tree,form</field>
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</record>
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<menuitem
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id="mis_report_conf_menu"
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parent="account.menu_finance_configuration"
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name="MIS Reporting"
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sequence="90"
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/>
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<menuitem
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id="mis_report_view_menu"
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parent="mis_report_conf_menu"
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name="MIS Report Templates"
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action="mis_report_view_action"
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sequence="21"
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/>
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</flectra>
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