mirror of
https://gitlab.com/flectra-community/mis-builder.git
synced 2024-11-16 11:12:07 +00:00
324 lines
16 KiB
XML
324 lines
16 KiB
XML
<?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 string="MIS Reports">
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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 string="KPI's">
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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 string="Queries" 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="query_context"/>
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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 string="Sub KPI's" 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 string="Sub Reports" 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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<group>
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<group>
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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
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the expressions to compute accounting data:
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<code>
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{bal|crd|deb|pbal|nbal}{pieu}[account
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selector][journal items domain]
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</code>
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.
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</p>
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<ul>
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<li>
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<b>bal, crd, deb, pbal, nbal</b>
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: balance, debit, credit, positive balance,
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negative balance.
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</li>
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<li>
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<b>p, i, e</b>
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: respectively variation over the period,
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initial balance, ending balance
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</li>
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<li>
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The
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<b>account selector</b>
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is a like expression on the account code (eg
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70%, etc).
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</li>
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<li>
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The
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<b>journal items domain</b>
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is an Flectra domain filter on journal items.
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</li>
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<li>
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<b>balu[]</b>
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: (u for unallocated) is a special
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expression that shows the unallocated
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profit/loss of previous
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fiscal years.
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</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 kpi1 + kpi2,
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kpi2.subkpi1, query1.field1).
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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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<b>sum, min, max, len, avg</b>
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: behave as expected, very similar to the
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python builtins.
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</li>
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<li>
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<b>datetime, datetime, dateutil</b>
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: the python modules.
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</li>
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<li>
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<b>date_from, date_to</b>
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: beginning and end date of the period.
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</li>
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<li>
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<b>AccountingNone</b>
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: a null value that behaves as 0 in
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arithmetic operations.
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</li>
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</ul>
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</div>
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</group>
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<group>
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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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<b>bal[70]</b>
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: variation of the balance of account 70
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over the period (it is the same as balp[70].
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</li>
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<li>
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<b>bali[70,60]</b>
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: initial balance of accounts 70 and 60.
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</li>
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<li>
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<b>bale[1%%]</b>
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: balance of accounts starting with 1 at end
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of period.
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</li>
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<li>
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<b>crdp[40%]</b>
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: sum of all credits on accounts starting
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with 40 during the period.
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</li>
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<li>
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<b>
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debp[55%][('journal_id.code', '=',
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'BNK1')]
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</b>
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: sum of all debits on accounts 55 and
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journal BNK1 during the period.
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</li>
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<li>
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<b>
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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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</b>
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: variation of the balance of all receivable
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accounts over the period.
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</li>
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<li>
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<b>
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balp[][('tax_line_id.tag_ids', '=',
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ref('l10n_be.tax_tag_56').id)]
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</b>
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: balance of move lines related to tax grid
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56.
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</li>
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<li>
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<b>pbale[55%]</b>
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: sum of all ending balances of accounts
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starting with 55 whose
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ending balance is positive.
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</li>
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</ul>
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</div>
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</group>
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</group>
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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_type">form</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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