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[IMP] cherry-pick commits from v8 and adapt.

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jbeficent 9 years ago
committed by Stéphane Bidoul
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4 changed files with 81 additions and 107 deletions
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  1. 97
      mis_builder/README.rst
  2. 81
      mis_builder/__openerp__.py
  3. 4
      mis_builder/models/mis_builder.py
  4. 6
      mis_builder/report/__init__.py

97
mis_builder/README.rst
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@ -1,97 +0,0 @@
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:alt: License: AGPL-3
<<<<<<< HEAD
Module name
=======
===========
MIS Builder
>>>>>>> 536c616... [FIX] Heading levels
===========
This module allows you to build Management Information Systems dashboards.
Such style of reports presents KPI in rows and time periods in columns.
Reports mainly fetch data from account moves, but can also combine data coming
from arbitrary Odoo models. Reports can be exported to PDF, Excel and they
can be added to Odoo dashboards.
Installation
============
There is no specific installation procedure for this module.
Configuration and Usage
=======================
To configure this module, you need to:
* Go to Accounting > Configuration > Financial Reports > MIS Report Templates where
you can create report templates by defining KPI's. KPI's constitute the rows of your
reports. Such report templates are time independent.
.. figure:: static/description/ex_report_template.png
:scale: 80 %
:alt: Sample report template
* Then in Accounting > Reporting > MIS Reports you can create report instance by
binding the templates to time period, hence defining the columns of your reports.
.. figure:: static/description/ex_report.png
:alt: Sample report configuration
* From the MIS Report view, you can preview the report, add it to and Odoo dashboard,
and export it to PDF or Excel.
.. figure:: static/description/ex_dashboard.png
:alt: Sample dashboard view
For further information, please visit:
* https://www.odoo.com/forum/help-1
Known issues / Roadmap
======================
* More tests should be added. The first part is creating test data, then it will be
easier. At the minimum, We need the following test data:
* one account charts with a few normal accounts and view accounts,
* two fiscal years,
* an opening entry in the second fiscal year,
* to test multi-company consolidation, we need a second company with it's own
account chart and two fiscal years, but without opening entry; we also need
a third company which is the parent of the other two and has a consolidation
chart of account.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
`here <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
* Adrien Peiffer <adrien.peiffer@acsone.eu>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
To contribute to this module, please visit http://odoo-community.org.

81
mis_builder/__openerp__.py
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@ -30,6 +30,87 @@
Build 'Management Information System' Reports and Dashboards
""",
'description': """
===========
MIS Builder
===========
This module allows you to build Management Information Systems dashboards.
Such style of reports presents KPI in rows and time periods in columns.
Reports mainly fetch data from account moves, but can also combine data coming
from arbitrary Odoo models. Reports can be exported to PDF, Excel and they
can be added to Odoo dashboards.
Installation
============
There is no specific installation procedure for this module.
Configuration and Usage
=======================
To configure this module, you need to:
* Go to Accounting > Configuration > Financial Reports > MIS Report Templates where
you can create report templates by defining KPI's. KPI's constitute the rows of your
reports. Such report templates are time independent.
* Then in Accounting > Reporting > MIS Reports you can create report instance by
binding the templates to time period, hence defining the columns of your reports.
* From the MIS Report view, you can preview the report, add it to and Odoo dashboard,
and export it to Excel.
For further information, please visit:
* https://www.odoo.com/forum/help-1
Known issues / Roadmap
======================
* More tests should be added. The first part is creating test data, then it will be
easier. At the minimum, We need the following test data:
* one account charts with a few normal accounts and view accounts,
* two fiscal years,
* an opening entry in the second fiscal year,
* to test multi-company consolidation, we need a second company with it's own
account chart and two fiscal years, but without opening entry; we also need
a third company which is the parent of the other two and has a consolidation
chart of account.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
`here <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20mis_builder%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Stéphane Bidoul <stephane.bidoul@acsone.eu>
* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
* Adrien Peiffer <adrien.peiffer@acsone.eu>
* Jordi Ballester <jordi.ballester@eficent.com>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
To contribute to this module, please visit http://odoo-community.org.
""",
'author': 'ACSONE SA/NV,'
'Odoo Community Association (OCA)',

4
mis_builder/models/mis_builder.py
View File

@ -75,7 +75,6 @@ def _is_valid_python_var(name):
return re.match("[_A-Za-z][_a-zA-Z0-9]*$", name)
<<<<<<< HEAD
def _sum(l):
if not l:
return None
@ -101,9 +100,6 @@ def _max(*l):
class MisReportKpi(orm.Model):
=======
class MisReportKpi(models.Model):
>>>>>>> f4d0bb2... [FIX] mis_builder: correct implementation and doctests for _min/_max
""" A KPI is an element (ie a line) of a MIS report.
In addition to a name and description, it has an expression

6
mis_builder/report/__init__.py
View File

@ -22,13 +22,7 @@
#
##############################################################################
<<<<<<< HEAD
from . import mis_builder_xls
=======
try:
from . import mis_builder_xls
except ImportError:
pass # this module is not installed
from . import report_mis_report_instance
>>>>>>> 586ddbe... import guard for report_xls
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