Merge pull request #86 from acsone/8.0-mis_builder

[8.0] mis_builder

mis_builder/README.rst

@@ -0,0 +1,92 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :alt: License: AGPL-3
+
+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.
+
+.. 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.

mis_builder/__init__.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import models
+from . import wizard
+from . import report

mis_builder/__openerp__.py

@@ -0,0 +1,62 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    'name': 'MIS Builder',
+    'version': '0.2',
+    'category': 'Reporting',
+    'summary': """
+        Build 'Management Information System' Reports and Dashboards
+    """,
+    'author': 'ACSONE SA/NV,'
+              'Odoo Community Association (OCA)',
+    'website': 'http://acsone.eu',
+    'depends': [
+        'account',
+        'report_xls',  # OCA/reporting-engine
+    ],
+    'data': [
+        'wizard/mis_builder_dashboard.xml',
+        'views/mis_builder.xml',
+        'security/ir.model.access.csv',
+        'security/mis_builder_security.xml',
+        'report/report_mis_report_instance.xml',
+    ],
+    'test': [
+    ],
+    'demo': [
+        'tests/mis.report.kpi.csv',
+        'tests/mis.report.query.csv',
+        'tests/mis.report.csv',
+        'tests/mis.report.instance.period.csv',
+        'tests/mis.report.instance.csv',
+    ],
+    'qweb': [
+        'static/src/xml/*.xml'
+    ],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+    'license': 'AGPL-3',
+}

mis_builder/migrations/8.0.0.2/pre-migration.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        ALTER TABLE mis_report_instance
+        ADD COLUMN root_account INTEGER
+        """)
+    cr.execute("""
+        UPDATE mis_report_instance
+        SET root_account = (
+            SELECT id FROM account_account
+            WHERE parent_id IS NULL
+              AND company_id = mis_report_instance.company_id
+            LIMIT 1
+        )
+        """)

mis_builder/models/__init__.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import mis_builder
+from . import aep

mis_builder/models/aep.py

@@ -0,0 +1,382 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import re
+from collections import defaultdict
+
+from openerp.exceptions import Warning
+from openerp.osv import expression
+from openerp.tools.safe_eval import safe_eval
+from openerp.tools.translate import _
+
+MODE_VARIATION = 'p'
+MODE_INITIAL = 'i'
+MODE_END = 'e'
+
+
+class AccountingExpressionProcessor(object):
+    """ Processor for accounting expressions.
+
+    Expressions of the form <field><mode>[accounts][optional move line domain]
+    are supported, where:
+        * field is bal, crd, deb
+        * mode is i (initial balance), e (ending balance),
+          p (moves over period)
+        * accounts is a list of accounts, possibly containing % wildcards
+        * an optional domain on move lines allowing filters on eg analytic
+          accounts or journal
+
+    Examples:
+        * bal[70]: variation of the balance of moves on account 70
+          over the period (it is the same as balp[70]);
+        * bali[70,60]: balance of accounts 70 and 60 at the start of period;
+        * bale[1%]: balance of accounts starting with 1 at end of period.
+
+    How to use:
+        * repeatedly invoke parse_expr() for each expression containing
+          accounting variables as described above; this lets the processor
+          group domains and modes and accounts;
+        * when all expressions have been parsed, invoke done_parsing()
+          to notify the processor that it can prepare to query (mainly
+          search all accounts - children, consolidation - that will need to
+          be queried;
+        * for each period, call do_queries(), then call replace_expr() for each
+          expression to replace accounting variables with their resulting value
+          for the given period.
+
+    How it works:
+        * by accumulating the expressions before hand, it ensures to do the
+          strict minimum number of queries to the database (for each period,
+          one query per domain and mode);
+        * it queries using the orm read_group which reduces to a query with
+          sum on debit and credit and group by on account_id (note: it seems
+          the orm then does one query per account to fetch the account
+          name...);
+        * additionally, one query per view/consolidation account is done to
+          discover the children accounts.
+    """
+
+    ACC_RE = re.compile(r"(?P<field>\bbal|\bcrd|\bdeb)"
+                        r"(?P<mode>[pise])?"
+                        r"(?P<accounts>_[a-zA-Z0-9]+|\[.*?\])"
+                        r"(?P<domain>\[.*?\])?")
+
+    def __init__(self, env):
+        self.env = env
+        # before done_parsing: {(domain, mode): set(account_codes)}
+        # after done_parsing: {(domain, mode): list(account_ids)}
+        self._map_account_ids = defaultdict(set)
+        self._account_ids_by_code = defaultdict(set)
+
+    def _load_account_codes(self, account_codes, root_account):
+        account_model = self.env['account.account']
+        # TODO: account_obj is necessary because _get_children_and_consol
+        #       does not work in new API?
+        account_obj = self.env.registry('account.account')
+        exact_codes = set()
+        like_codes = set()
+        for account_code in account_codes:
+            if account_code in self._account_ids_by_code:
+                continue
+            if account_code is None:
+                # by convention the root account is keyed as
+                # None in _account_ids_by_code, so it is consistent
+                # with what _parse_match_object returns for an
+                # empty list of account codes, ie [None]
+                exact_codes.add(root_account.code)
+            elif '%' in account_code:
+                like_codes.add(account_code)
+            else:
+                exact_codes.add(account_code)
+        for account in account_model.\
+                search([('code', 'in', list(exact_codes)),
+                        ('parent_id', 'child_of', root_account.id)]):
+            if account.code == root_account.code:
+                code = None
+            else:
+                code = account.code
+            if account.type in ('view', 'consolidation'):
+                self._account_ids_by_code[code].update(
+                    account_obj._get_children_and_consol(
+                        self.env.cr, self.env.uid,
+                        [account.id],
+                        self.env.context))
+            else:
+                self._account_ids_by_code[code].add(account.id)
+        for like_code in like_codes:
+            for account in account_model.\
+                    search([('code', 'like', like_code),
+                            ('parent_id', 'child_of', root_account.id)]):
+                if account.type in ('view', 'consolidation'):
+                    self._account_ids_by_code[like_code].update(
+                        account_obj._get_children_and_consol(
+                            self.env.cr, self.env.uid,
+                            [account.id],
+                            self.env.context))
+                else:
+                    self._account_ids_by_code[like_code].add(account.id)
+
+    def _parse_match_object(self, mo):
+        """Split a match object corresponding to an accounting variable
+
+        Returns field, mode, [account codes], (domain expression).
+        """
+        field, mode, account_codes, domain = mo.groups()
+        if not mode:
+            mode = MODE_VARIATION
+        elif mode == 's':
+            mode = MODE_END
+        if account_codes.startswith('_'):
+            account_codes = account_codes[1:]
+        else:
+            account_codes = account_codes[1:-1]
+        if account_codes.strip():
+            account_codes = [a.strip() for a in account_codes.split(',')]
+        else:
+            account_codes = [None]
+        domain = domain or '[]'
+        domain = tuple(safe_eval(domain))
+        return field, mode, account_codes, domain
+
+    def parse_expr(self, expr):
+        """Parse an expression, extracting accounting variables.
+
+        Domains and accounts are extracted and stored in the map
+        so when all expressions have been parsed, we know which
+        account codes to query for each domain and mode.
+        """
+        for mo in self.ACC_RE.finditer(expr):
+            _, mode, account_codes, domain = self._parse_match_object(mo)
+            key = (domain, mode)
+            self._map_account_ids[key].update(account_codes)
+
+    def done_parsing(self, root_account):
+        """Load account codes and replace account codes by
+        account ids in map."""
+        for key, account_codes in self._map_account_ids.items():
+            self._load_account_codes(account_codes, root_account)
+            account_ids = set()
+            for account_code in account_codes:
+                account_ids.update(self._account_ids_by_code[account_code])
+            self._map_account_ids[key] = list(account_ids)
+
+    @classmethod
+    def has_account_var(cls, expr):
+        """Test if an string contains an accounting variable."""
+        return bool(cls.ACC_RE.search(expr))
+
+    def get_aml_domain_for_expr(self, expr,
+                                date_from, date_to,
+                                period_from, period_to,
+                                target_move):
+        """ Get a domain on account.move.line for an expression.
+
+        Prerequisite: done_parsing() must have been invoked.
+
+        Returns a domain that can be used to search on account.move.line.
+        """
+        aml_domains = []
+        date_domain_by_mode = {}
+        for mo in self.ACC_RE.finditer(expr):
+            field, mode, account_codes, domain = self._parse_match_object(mo)
+            aml_domain = list(domain)
+            account_ids = set()
+            for account_code in account_codes:
+                account_ids.update(self._account_ids_by_code[account_code])
+            aml_domain.append(('account_id', 'in', tuple(account_ids)))
+            if field == 'crd':
+                aml_domain.append(('credit', '>', 0))
+            elif field == 'deb':
+                aml_domain.append(('debit', '>', 0))
+            aml_domains.append(expression.normalize_domain(aml_domain))
+            if mode not in date_domain_by_mode:
+                date_domain_by_mode[mode] = \
+                    self.get_aml_domain_for_dates(date_from, date_to,
+                                                  period_from, period_to,
+                                                  mode, target_move)
+        return expression.OR(aml_domains) + \
+            expression.OR(date_domain_by_mode.values())
+
+    def _period_has_moves(self, period):
+        move_model = self.env['account.move']
+        return bool(move_model.search([('period_id', '=', period.id)],
+                                      limit=1))
+
+    def _get_previous_opening_period(self, period, company_id):
+        period_model = self.env['account.period']
+        periods = period_model.search(
+            [('date_start', '<=', period.date_start),
+             ('special', '=', True),
+             ('company_id', '=', company_id)],
+            order="date_start desc",
+            limit=1)
+        return periods and periods[0]
+
+    def _get_previous_normal_period(self, period, company_id):
+        period_model = self.env['account.period']
+        periods = period_model.search(
+            [('date_start', '<', period.date_start),
+             ('special', '=', False),
+             ('company_id', '=', company_id)],
+            order="date_start desc",
+            limit=1)
+        return periods and periods[0]
+
+    def _get_first_normal_period(self, company_id):
+        period_model = self.env['account.period']
+        periods = period_model.search(
+            [('special', '=', False),
+             ('company_id', '=', company_id)],
+            order="date_start asc",
+            limit=1)
+        return periods and periods[0]
+
+    def _get_period_ids_between(self, period_from, period_to, company_id):
+        period_model = self.env['account.period']
+        periods = period_model.search(
+            [('date_start', '>=', period_from.date_start),
+             ('date_stop', '<=', period_to.date_stop),
+             ('special', '=', False),
+             ('company_id', '=', company_id)])
+        period_ids = [p.id for p in periods]
+        if period_from.special:
+            period_ids.append(period_from.id)
+        return period_ids
+
+    def _get_period_company_ids(self, period_from, period_to):
+        period_model = self.env['account.period']
+        periods = period_model.search(
+            [('date_start', '>=', period_from.date_start),
+             ('date_stop', '<=', period_to.date_stop),
+             ('special', '=', False)])
+        return set([p.company_id.id for p in periods])
+
+    def _get_period_ids_for_mode(self, period_from, period_to, mode):
+        assert not period_from.special
+        assert not period_to.special
+        assert period_from.company_id == period_to.company_id
+        assert period_from.date_start <= period_to.date_start
+        period_ids = []
+        for company_id in self._get_period_company_ids(period_from, period_to):
+            if mode == MODE_VARIATION:
+                period_ids.extend(self._get_period_ids_between(
+                    period_from, period_to, company_id))
+            else:
+                if mode == MODE_INITIAL:
+                    period_to = self._get_previous_normal_period(
+                        period_from, company_id)
+                # look for opening period with moves
+                opening_period = self._get_previous_opening_period(
+                    period_from, company_id)
+                if opening_period and \
+                        self._period_has_moves(opening_period[0]):
+                    # found opening period with moves
+                    if opening_period.date_start == period_from.date_start and\
+                            mode == MODE_INITIAL:
+                        # if the opening period has the same start date as
+                        # period_from, then we'll find the initial balance
+                        # in the initial period and that's it
+                        period_ids.append(opening_period[0].id)
+                        continue
+                    period_from = opening_period[0]
+                else:
+                    # no opening period with moves,
+                    # use very first normal period
+                    period_from = self._get_first_normal_period(company_id)
+                if period_to:
+                    period_ids.extend(self._get_period_ids_between(
+                        period_from, period_to, company_id))
+        return period_ids
+
+    def get_aml_domain_for_dates(self, date_from, date_to,
+                                 period_from, period_to,
+                                 mode,
+                                 target_move):
+        if period_from and period_to:
+            period_ids = self._get_period_ids_for_mode(
+                period_from, period_to, mode)
+            domain = [('period_id', 'in', period_ids)]
+        else:
+            if mode == MODE_VARIATION:
+                domain = [('date', '>=', date_from), ('date', '<=', date_to)]
+            else:
+                raise Warning(_("Modes i and e are only applicable for "
+                                "fiscal periods"))
+        if target_move == 'posted':
+            domain.append(('move_id.state', '=', 'posted'))
+        return expression.normalize_domain(domain)
+
+    def do_queries(self, date_from, date_to, period_from, period_to,
+                   target_move):
+        """Query sums of debit and credit for all accounts and domains
+        used in expressions.
+
+        This method must be executed after done_parsing().
+        """
+        aml_model = self.env['account.move.line']
+        # {(domain, mode): {account_id: (debit, credit)}}
+        self._data = defaultdict(dict)
+        domain_by_mode = {}
+        for key in self._map_account_ids:
+            domain, mode = key
+            if mode not in domain_by_mode:
+                domain_by_mode[mode] = \
+                    self.get_aml_domain_for_dates(date_from, date_to,
+                                                  period_from, period_to,
+                                                  mode, target_move)
+            domain = list(domain) + domain_by_mode[mode]
+            domain.append(('account_id', 'in', self._map_account_ids[key]))
+            # fetch sum of debit/credit, grouped by account_id
+            accs = aml_model.read_group(domain,
+                                        ['debit', 'credit', 'account_id'],
+                                        ['account_id'])
+            for acc in accs:
+                self._data[key][acc['account_id'][0]] = \
+                    (acc['debit'] or 0.0, acc['credit'] or 0.0)
+
+    def replace_expr(self, expr):
+        """Replace accounting variables in an expression by their amount.
+
+        Returns a new expression string.
+
+        This method must be executed after do_queries().
+        """
+        def f(mo):
+            field, mode, account_codes, domain = self._parse_match_object(mo)
+            key = (domain, mode)
+            account_ids_data = self._data[key]
+            v = 0.0
+            for account_code in account_codes:
+                account_ids = self._account_ids_by_code[account_code]
+                for account_id in account_ids:
+                    debit, credit = \
+                        account_ids_data.get(account_id, (0.0, 0.0))
+                    if field == 'bal':
+                        v += debit - credit
+                    elif field == 'deb':
+                        v += debit
+                    elif field == 'crd':
+                        v += credit
+            return '(' + repr(v) + ')'
+        return self.ACC_RE.sub(f, expr)

mis_builder/models/mis_builder.py

@@ -0,0 +1,741 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import datetime
+import dateutil
+import logging
+import re
+import time
+import traceback
+
+import pytz
+
+from openerp import api, fields, models, _
+from openerp.tools.safe_eval import safe_eval
+
+from .aep import AccountingExpressionProcessor as AEP
+
+_logger = logging.getLogger(__name__)
+
+
+class AutoStruct(object):
+
+    def __init__(self, **kwargs):
+        for k, v in kwargs.items():
+            setattr(self, k, v)
+
+
+def _get_selection_label(selection, value):
+    for v, l in selection:
+        if v == value:
+            return l
+    return ''
+
+
+def _utc_midnight(d, tz_name, add_day=0):
+    d = fields.Datetime.from_string(d) + datetime.timedelta(days=add_day)
+    utc_tz = pytz.timezone('UTC')
+    context_tz = pytz.timezone(tz_name)
+    local_timestamp = context_tz.localize(d, is_dst=False)
+    return fields.Datetime.to_string(local_timestamp.astimezone(utc_tz))
+
+
+def _python_var(var_str):
+    return re.sub(r'\W|^(?=\d)', '_', var_str).lower()
+
+
+def _is_valid_python_var(name):
+    return re.match("[_A-Za-z][_a-zA-Z0-9]*$", name)
+
+
+def _sum(l):
+    if not l:
+        return None
+    return sum(l)
+
+
+def _avg(l):
+    if not l:
+        return None
+    return sum(l) / float(len(l))
+
+
+def _min(l):
+    if not l:
+        return None
+    return min(l)
+
+
+def _max(l):
+    if not l:
+        return None
+    return max(l)
+
+
+class MisReportKpi(models.Model):
+    """ A KPI is an element (ie a line) of a MIS report.
+
+    In addition to a name and description, it has an expression
+    to compute it based on queries defined in the MIS report.
+    It also has various informations defining how to render it
+    (numeric or percentage or a string, a suffix, divider) and
+    how to render comparison of two values of the KPI.
+    KPI's have a sequence and are ordered inside the MIS report.
+    """
+
+    _name = 'mis.report.kpi'
+
+    name = fields.Char(size=32, required=True,
+                       string='Name')
+    description = fields.Char(required=True,
+                              string='Description',
+                              translate=True)
+    expression = fields.Char(required=True,
+                             string='Expression')
+    default_css_style = fields.Char(string='Default CSS style')
+    css_style = fields.Char(string='CSS style expression')
+    type = fields.Selection([('num', _('Numeric')),
+                             ('pct', _('Percentage')),
+                             ('str', _('String'))],
+                            required=True,
+                            string='Type',
+                            default='num')
+    divider = fields.Selection([('1e-6', _('µ')),
+                                ('1e-3', _('m')),
+                                ('1', _('1')),
+                                ('1e3', _('k')),
+                                ('1e6', _('M'))],
+                               string='Factor',
+                               default='1')
+    dp = fields.Integer(string='Rounding', default=0)
+    suffix = fields.Char(size=16, string='Suffix')
+    compare_method = fields.Selection([('diff', _('Difference')),
+                                       ('pct', _('Percentage')),
+                                       ('none', _('None'))],
+                                      required=True,
+                                      string='Comparison Method',
+                                      default='pct')
+    sequence = fields.Integer(string='Sequence', default=100)
+    report_id = fields.Many2one('mis.report',
+                                string='Report',
+                                ondelete='cascade')
+
+    _order = 'sequence, id'
+
+    @api.one
+    @api.constrains('name')
+    def _check_name(self):
+        return _is_valid_python_var(self.name)
+
+    @api.onchange('name')
+    def _onchange_name(self):
+        if self.name and not _is_valid_python_var(self.name):
+            return {
+                'warning': {
+                    'title': 'Invalid name %s' % self.name,
+                    'message': 'The name must be a valid python identifier'
+                }
+            }
+
+    @api.onchange('description')
+    def _onchange_description(self):
+        """ construct name from description """
+        if self.description and not self.name:
+            self.name = _python_var(self.description)
+
+    @api.onchange('type')
+    def _onchange_type(self):
+        if self.type == 'num':
+            self.compare_method = 'pct'
+            self.divider = '1'
+            self.dp = 0
+        elif self.type == 'pct':
+            self.compare_method = 'diff'
+            self.divider = '1'
+            self.dp = 0
+        elif self.type == 'str':
+            self.compare_method = 'none'
+            self.divider = ''
+            self.dp = 0
+
+    def render(self, lang_id, value):
+        """ render a KPI value as a unicode string, ready for display """
+        assert len(self) == 1
+        if value is None:
+            return '#N/A'
+        elif self.type == 'num':
+            return self._render_num(lang_id, value, self.divider,
+                                    self.dp, self.suffix)
+        elif self.type == 'pct':
+            return self._render_num(lang_id, value, 0.01,
+                                    self.dp, '%')
+        else:
+            return unicode(value)
+
+    def render_comparison(self, lang_id, value, base_value,
+                          average_value, average_base_value):
+        """ render the comparison of two KPI values, ready for display """
+        assert len(self) == 1
+        if value is None or base_value is None:
+            return ''
+        if self.type == 'pct':
+            return self._render_num(
+                lang_id,
+                value - base_value,
+                0.01, self.dp, _('pp'), sign='+')
+        elif self.type == 'num':
+            if average_value:
+                value = value / float(average_value)
+            if average_base_value:
+                base_value = base_value / float(average_base_value)
+            if self.compare_method == 'diff':
+                return self._render_num(
+                    lang_id,
+                    value - base_value,
+                    self.divider, self.dp, self.suffix, sign='+')
+            elif self.compare_method == 'pct':
+                if round(base_value, self.dp) != 0:
+                    return self._render_num(
+                        lang_id,
+                        (value - base_value) / abs(base_value),
+                        0.01, self.dp, '%', sign='+')
+        return ''
+
+    def _render_num(self, lang_id, value, divider,
+                    dp, suffix, sign='-'):
+        divider_label = _get_selection_label(
+            self._columns['divider'].selection, divider)
+        if divider_label == '1':
+            divider_label = ''
+        # format number following user language
+        value = round(value / float(divider or 1), dp) or 0
+        value = self.env['res.lang'].browse(lang_id).format(
+            '%%%s.%df' % (sign, dp),
+            value,
+            grouping=True)
+        value = u'%s\N{NO-BREAK SPACE}%s%s' % \
+            (value, divider_label, suffix or '')
+        value = value.replace('-', u'\N{NON-BREAKING HYPHEN}')
+        return value
+
+
+class MisReportQuery(models.Model):
+    """ A query to fetch arbitrary data for a MIS report.
+
+    A query works on a model and has a domain and list of fields to fetch.
+    At runtime, the domain is expanded with a "and" on the date/datetime field.
+    """
+
+    _name = 'mis.report.query'
+
+    @api.one
+    @api.depends('field_ids')
+    def _compute_field_names(self):
+        field_names = [field.name for field in self.field_ids]
+        self.field_names = ', '.join(field_names)
+
+    name = fields.Char(size=32, required=True,
+                       string='Name')
+    model_id = fields.Many2one('ir.model', required=True,
+                               string='Model')
+    field_ids = fields.Many2many('ir.model.fields', required=True,
+                                 string='Fields to fetch')
+    field_names = fields.Char(compute='_compute_field_names',
+                              string='Fetched fields name')
+    aggregate = fields.Selection([('sum', _('Sum')),
+                                  ('avg', _('Average')),
+                                  ('min', _('Min')),
+                                  ('max', _('Max'))],
+                                 string='Aggregate')
+    date_field = fields.Many2one('ir.model.fields', required=True,
+                                 string='Date field',
+                                 domain=[('ttype', 'in',
+                                         ('date', 'datetime'))])
+    domain = fields.Char(string='Domain')
+    report_id = fields.Many2one('mis.report', string='Report',
+                                ondelete='cascade')
+
+    _order = 'name'
+
+    @api.one
+    @api.constrains('name')
+    def _check_name(self):
+        return _is_valid_python_var(self.name)
+
+
+class MisReport(models.Model):
+    """ A MIS report template (without period information)
+
+    The MIS report holds:
+    * a list of explicit queries; the result of each query is
+      stored in a variable with same name as a query, containing as list
+      of data structures populated with attributes for each fields to fetch;
+      when queries have an aggregate method and no fields to group, it returns
+      a data structure with the aggregated fields
+    * a list of KPI to be evaluated based on the variables resulting
+      from the accounting data and queries (KPI expressions can references
+      queries and accounting expression - see AccoutingExpressionProcessor)
+    """
+
+    _name = 'mis.report'
+
+    name = fields.Char(required=True,
+                       string='Name', translate=True)
+    description = fields.Char(required=False,
+                              string='Description', translate=True)
+    query_ids = fields.One2many('mis.report.query', 'report_id',
+                                string='Queries')
+    kpi_ids = fields.One2many('mis.report.kpi', 'report_id',
+                              string='KPI\'s')
+
+    # TODO: kpi name cannot be start with query name
+
+
+class MisReportInstancePeriod(models.Model):
+    """ A MIS report instance has the logic to compute
+    a report template for a given date period.
+
+    Periods have a duration (day, week, fiscal period) and
+    are defined as an offset relative to a pivot date.
+    """
+
+    @api.one
+    @api.depends('report_instance_id.pivot_date', 'type', 'offset', 'duration')
+    def _compute_dates(self):
+        self.date_from = False
+        self.date_to = False
+        self.period_from = False
+        self.period_to = False
+        self.valid = False
+        d = fields.Date.from_string(self.report_instance_id.pivot_date)
+        if self.type == 'd':
+            date_from = d + datetime.timedelta(days=self.offset)
+            date_to = date_from + \
+                datetime.timedelta(days=self.duration - 1)
+            self.date_from = fields.Date.to_string(date_from)
+            self.date_to = fields.Date.to_string(date_to)
+            self.valid = True
+        elif self.type == 'w':
+            date_from = d - datetime.timedelta(d.weekday())
+            date_from = date_from + datetime.timedelta(days=self.offset * 7)
+            date_to = date_from + \
+                datetime.timedelta(days=(7 * self.duration) - 1)
+            self.date_from = fields.Date.to_string(date_from)
+            self.date_to = fields.Date.to_string(date_to)
+            self.valid = True
+        elif self.type == 'fp':
+            current_periods = self.env['account.period'].search(
+                [('special', '=', False),
+                 ('date_start', '<=', d),
+                 ('date_stop', '>=', d),
+                 ('company_id', '=',
+                  self.report_instance_id.company_id.id)])
+            if current_periods:
+                all_periods = self.env['account.period'].search(
+                    [('special', '=', False),
+                     ('company_id', '=',
+                      self.report_instance_id.company_id.id)],
+                    order='date_start')
+                all_period_ids = [p.id for p in all_periods]
+                p = all_period_ids.index(current_periods[0].id) + self.offset
+                if p >= 0 and p + self.duration <= len(all_period_ids):
+                    periods = all_periods[p:p + self.duration]
+                    self.date_from = periods[0].date_start
+                    self.date_to = periods[-1].date_stop
+                    self.period_from = periods[0]
+                    self.period_to = periods[-1]
+                    self.valid = True
+
+    _name = 'mis.report.instance.period'
+
+    name = fields.Char(size=32, required=True,
+                       string='Description', translate=True)
+    type = fields.Selection([('d', _('Day')),
+                             ('w', _('Week')),
+                             ('fp', _('Fiscal Period')),
+                             # ('fy', _('Fiscal Year'))
+                             ],
+                            required=True,
+                            string='Period type')
+    offset = fields.Integer(string='Offset',
+                            help='Offset from current period',
+                            default=-1)
+    duration = fields.Integer(string='Duration',
+                              help='Number of periods',
+                              default=1)
+    date_from = fields.Date(compute='_compute_dates', string="From")
+    date_to = fields.Date(compute='_compute_dates', string="To")
+    period_from = fields.Many2one(compute='_compute_dates',
+                                  comodel_name='account.period',
+                                  string="From period")
+    period_to = fields.Many2one(compute='_compute_dates',
+                                comodel_name='account.period',
+                                string="To period")
+    valid = fields.Boolean(compute='_compute_dates',
+                           type='boolean',
+                           string='Valid')
+    sequence = fields.Integer(string='Sequence', default=100)
+    report_instance_id = fields.Many2one('mis.report.instance',
+                                         string='Report Instance',
+                                         ondelete='cascade')
+    comparison_column_ids = fields.Many2many(
+        comodel_name='mis.report.instance.period',
+        relation='mis_report_instance_period_rel',
+        column1='period_id',
+        column2='compare_period_id',
+        string='Compare with')
+    normalize_factor = fields.Integer(
+        string='Factor',
+        help='Factor to use to normalize the period (used in comparison',
+        default=1)
+
+    _order = 'sequence, id'
+
+    _sql_constraints = [
+        ('duration', 'CHECK (duration>0)',
+         'Wrong duration, it must be positive!'),
+        ('normalize_factor', 'CHECK (normalize_factor>0)',
+         'Wrong normalize factor, it must be positive!'),
+        ('name_unique', 'unique(name, report_instance_id)',
+         'Period name should be unique by report'),
+    ]
+
+    @api.multi
+    def drilldown(self, expr):
+        assert len(self) == 1
+        if AEP.has_account_var(expr):
+            aep = AEP(self.env)
+            aep.parse_expr(expr)
+            aep.done_parsing(self.report_instance_id.root_account)
+            domain = aep.get_aml_domain_for_expr(
+                expr,
+                self.date_from, self.date_to,
+                self.period_from, self.period_to,
+                self.report_instance_id.target_move)
+            return {
+                'name': expr + ' - ' + self.name,
+                'domain': domain,
+                'type': 'ir.actions.act_window',
+                'res_model': 'account.move.line',
+                'views': [[False, 'list'], [False, 'form']],
+                'view_type': 'list',
+                'view_mode': 'list',
+                'target': 'current',
+            }
+        else:
+            return False
+
+    def _fetch_queries(self):
+        assert len(self) == 1
+        res = {}
+        for query in self.report_instance_id.report_id.query_ids:
+            model = self.env[query.model_id.model]
+            eval_context = {
+                'env': self.env,
+                'time': time,
+                'datetime': datetime,
+                'dateutil': dateutil,
+                # deprecated
+                'uid': self.env.uid,
+                'context': self.env.context,
+            }
+            domain = query.domain and \
+                safe_eval(query.domain, eval_context) or []
+            if query.date_field.ttype == 'date':
+                domain.extend([(query.date_field.name, '>=', self.date_from),
+                               (query.date_field.name, '<=', self.date_to)])
+            else:
+                datetime_from = _utc_midnight(
+                    self.date_from, self._context.get('tz', 'UTC'))
+                datetime_to = _utc_midnight(
+                    self.date_to, self._context.get('tz', 'UTC'), add_day=1)
+                domain.extend([(query.date_field.name, '>=', datetime_from),
+                               (query.date_field.name, '<', datetime_to)])
+            field_names = [f.name for f in query.field_ids]
+            if not query.aggregate:
+                data = model.search_read(domain, field_names)
+                res[query.name] = [AutoStruct(**d) for d in data]
+            elif query.aggregate == 'sum':
+                data = model.read_group(
+                    domain, field_names, [])
+                s = AutoStruct(count=data[0]['__count'])
+                for field_name in field_names:
+                    v = data[0][field_name]
+                    setattr(s, field_name, v)
+                res[query.name] = s
+            else:
+                data = model.search_read(domain, field_names)
+                s = AutoStruct(count=len(data))
+                if query.aggregate == 'min':
+                    agg = _min
+                elif query.aggregate == 'max':
+                    agg = _max
+                elif query.aggregate == 'avg':
+                    agg = _avg
+                for field_name in field_names:
+                    setattr(s, field_name,
+                            agg([d[field_name] for d in data]))
+                res[query.name] = s
+        return res
+
+    def _compute(self, lang_id, aep):
+        res = {}
+
+        localdict = {
+            'registry': self.pool,
+            'sum': _sum,
+            'min': _min,
+            'max': _max,
+            'len': len,
+            'avg': _avg,
+        }
+
+        localdict.update(self._fetch_queries())
+
+        aep.do_queries(self.date_from, self.date_to,
+                       self.period_from, self.period_to,
+                       self.report_instance_id.target_move)
+
+        compute_queue = self.report_instance_id.report_id.kpi_ids
+        recompute_queue = []
+        while True:
+            for kpi in compute_queue:
+                try:
+                    kpi_val_comment = kpi.name + " = " + kpi.expression
+                    kpi_eval_expression = aep.replace_expr(kpi.expression)
+                    kpi_val = safe_eval(kpi_eval_expression, localdict)
+                except ZeroDivisionError:
+                    kpi_val = None
+                    kpi_val_rendered = '#DIV/0'
+                    kpi_val_comment += '\n\n%s' % (traceback.format_exc(),)
+                except (NameError, ValueError):
+                    recompute_queue.append(kpi)
+                    kpi_val = None
+                    kpi_val_rendered = '#ERR'
+                    kpi_val_comment += '\n\n%s' % (traceback.format_exc(),)
+                except:
+                    kpi_val = None
+                    kpi_val_rendered = '#ERR'
+                    kpi_val_comment += '\n\n%s' % (traceback.format_exc(),)
+                else:
+                    kpi_val_rendered = kpi.render(lang_id, kpi_val)
+
+                localdict[kpi.name] = kpi_val
+                try:
+                    kpi_style = None
+                    if kpi.css_style:
+                        kpi_style = safe_eval(kpi.css_style, localdict)
+                except:
+                    _logger.warning("error evaluating css stype expression %s",
+                                    kpi.css_style, exc_info=True)
+                    kpi_style = None
+
+                drilldown = (kpi_val is not None and
+                             AEP.has_account_var(kpi.expression))
+
+                res[kpi.name] = {
+                    'val': kpi_val,
+                    'val_r': kpi_val_rendered,
+                    'val_c': kpi_val_comment,
+                    'style': kpi_style,
+                    'suffix': kpi.suffix,
+                    'dp': kpi.dp,
+                    'is_percentage': kpi.type == 'pct',
+                    'period_id': self.id,
+                    'expr': kpi.expression,
+                    'drilldown': drilldown,
+                }
+
+            if len(recompute_queue) == 0:
+                # nothing to recompute, we are done
+                break
+            if len(recompute_queue) == len(compute_queue):
+                # could not compute anything in this iteration
+                # (ie real Value errors or cyclic dependency)
+                # so we stop trying
+                break
+            # try again
+            compute_queue = recompute_queue
+            recompute_queue = []
+
+        return res
+
+
+class MisReportInstance(models.Model):
+    """The MIS report instance combines everything to compute
+    a MIS report template for a set of periods."""
+
+    @api.one
+    @api.depends('date')
+    def _compute_pivot_date(self):
+        if self.date:
+            self.pivot_date = self.date
+        else:
+            self.pivot_date = fields.Date.context_today(self)
+
+    _name = 'mis.report.instance'
+
+    name = fields.Char(required=True,
+                       string='Name', translate=True)
+    description = fields.Char(required=False,
+                              string='Description', translate=True)
+    date = fields.Date(string='Base date',
+                       help='Report base date '
+                            '(leave empty to use current date)')
+    pivot_date = fields.Date(compute='_compute_pivot_date',
+                             string="Pivot date")
+    report_id = fields.Many2one('mis.report',
+                                required=True,
+                                string='Report')
+    period_ids = fields.One2many('mis.report.instance.period',
+                                 'report_instance_id',
+                                 required=True,
+                                 string='Periods')
+    target_move = fields.Selection([('posted', 'All Posted Entries'),
+                                    ('all', 'All Entries')],
+                                   string='Target Moves',
+                                   required=True,
+                                   default='posted')
+    company_id = fields.Many2one(comodel_name='res.company',
+                                 string='Company',
+                                 readonly=True,
+                                 related='root_account.company_id',
+                                 store=True)
+    root_account = fields.Many2one(comodel_name='account.account',
+                                   domain='[("parent_id", "=", False)]',
+                                   string="Account chart",
+                                   required=True)
+    landscape_pdf = fields.Boolean(string='Landscape PDF')
+
+    def _format_date(self, lang_id, date):
+        # format date following user language
+        date_format = self.env['res.lang'].browse(lang_id).date_format
+        return datetime.datetime.strftime(
+            fields.Date.from_string(date), date_format)
+
+    @api.multi
+    def preview(self):
+        assert len(self) == 1
+        view_id = self.env.ref('mis_builder.'
+                               'mis_report_instance_result_view_form')
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'mis.report.instance',
+            'res_id': self.id,
+            'view_mode': 'form',
+            'view_type': 'form',
+            'view_id': view_id.id,
+            'target': 'new',
+        }
+
+    @api.multi
+    def compute(self):
+        assert len(self) == 1
+
+        # prepare AccountingExpressionProcessor
+        aep = AEP(self.env)
+        for kpi in self.report_id.kpi_ids:
+            aep.parse_expr(kpi.expression)
+        aep.done_parsing(self.root_account)
+
+        # fetch user language only once
+        # TODO: is this necessary?
+        lang = self.env.user.lang
+        if not lang:
+            lang = 'en_US'
+        lang_id = self.env['res.lang'].search([('code', '=', lang)]).id
+
+        # compute kpi values for each period
+        kpi_values_by_period_ids = {}
+        for period in self.period_ids:
+            if not period.valid:
+                continue
+            kpi_values = period._compute(lang_id, aep)
+            kpi_values_by_period_ids[period.id] = kpi_values
+
+        # prepare header and content
+        header = []
+        header.append({
+            'kpi_name': '',
+            'cols': []
+        })
+        content = []
+        rows_by_kpi_name = {}
+        for kpi in self.report_id.kpi_ids:
+            rows_by_kpi_name[kpi.name] = {
+                'kpi_name': kpi.description,
+                'cols': [],
+                'default_style': kpi.default_css_style
+            }
+            content.append(rows_by_kpi_name[kpi.name])
+
+        # populate header and content
+        for period in self.period_ids:
+            if not period.valid:
+                continue
+            # add the column header
+            if period.duration > 1 or period.type == 'w':
+                # from, to
+                if period.period_from and period.period_to:
+                    date_from = period.period_from.name
+                    date_to = period.period_to.name
+                else:
+                    date_from = self._format_date(lang_id, period.date_from)
+                    date_to = self._format_date(lang_id, period.date_to)
+                header_date = _('from %s to %s') % (date_from, date_to)
+            else:
+                # one period or one day
+                if period.period_from and period.period_to:
+                    header_date = period.period_from.name
+                else:
+                    header_date = self._format_date(lang_id, period.date_from)
+            header[0]['cols'].append(dict(name=period.name, date=header_date))
+            # add kpi values
+            kpi_values = kpi_values_by_period_ids[period.id]
+            for kpi_name in kpi_values:
+                rows_by_kpi_name[kpi_name]['cols'].append(kpi_values[kpi_name])
+
+            # add comparison columns
+            for compare_col in period.comparison_column_ids:
+                compare_kpi_values = \
+                    kpi_values_by_period_ids.get(compare_col.id)
+                if compare_kpi_values:
+                    # add the comparison column header
+                    header[0]['cols'].append(
+                        dict(name=_('%s vs %s') % (period.name,
+                                                   compare_col.name),
+                             date=''))
+                    # add comparison values
+                    for kpi in self.report_id.kpi_ids:
+                        rows_by_kpi_name[kpi.name]['cols'].append({
+                            'val_r': kpi.render_comparison(
+                                lang_id,
+                                kpi_values[kpi.name]['val'],
+                                compare_kpi_values[kpi.name]['val'],
+                                period.normalize_factor,
+                                compare_col.normalize_factor)
+                        })
+
+        return {'header': header,
+                'content': content}

mis_builder/report/__init__.py

@@ -0,0 +1,26 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import mis_builder_xls
+from . import report_mis_report_instance

mis_builder/report/mis_builder_xls.py

@@ -0,0 +1,138 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import xlwt
+from openerp.report import report_sxw
+from openerp.addons.report_xls.report_xls import report_xls
+import logging
+_logger = logging.getLogger(__name__)
+
+
+class mis_builder_xls_parser(report_sxw.rml_parse):
+
+    def __init__(self, cr, uid, name, context):
+        super(mis_builder_xls_parser, self).__init__(
+            cr, uid, name, context=context)
+        self.context = context
+
+
+class mis_builder_xls(report_xls):
+
+    def __init__(self, name, table, rml=False, parser=False, header=True,
+                 store=False):
+        super(mis_builder_xls, self).__init__(
+            name, table, rml, parser, header, store)
+
+        # Cell Styles
+        _xs = self.xls_styles
+        # header
+        rh_cell_format = _xs['bold'] + _xs['fill'] + \
+            _xs['borders_all'] + _xs['right']
+        self.rh_cell_style = xlwt.easyxf(rh_cell_format)
+        self.rh_cell_style_date = xlwt.easyxf(
+            rh_cell_format, num_format_str=report_xls.date_format)
+        # lines
+        self.mis_rh_cell_style = xlwt.easyxf(
+            _xs['borders_all'] + _xs['bold'] + _xs['fill'])
+
+    def generate_xls_report(self, _p, _xs, data, objects, wb):
+
+        report_name = objects[0].name
+        ws = wb.add_sheet(report_name[:31])
+        ws.panes_frozen = True
+        ws.remove_splits = True
+        ws.portrait = 0  # Landscape
+        ws.fit_width_to_pages = 1
+        row_pos = 0
+
+        # set print header/footer
+        ws.header_str = self.xls_headers['standard']
+        ws.footer_str = self.xls_footers['standard']
+
+        # Title
+        c_specs = [
+            ('report_name', 1, 0, 'text', report_name),
+        ]
+        row_data = self.xls_row_template(c_specs, ['report_name'])
+        row_pos = self.xls_write_row(
+            ws, row_pos, row_data, row_style=xlwt.easyxf(_xs['xls_title']))
+        row_pos += 1
+
+        # get the computed result of the report
+        data = self.pool.get('mis.report.instance').compute(
+            self.cr, self.uid, objects[0].id)
+
+        # Column headers
+        header_name_list = ['']
+        col_specs_template = {'': {'header': [1, 30, 'text', ''],
+                                   'header_date': [1, 1, 'text', '']}}
+        for col in data['header'][0]['cols']:
+            col_specs_template[col['name']] = {'header': [1, 30, 'text',
+                                                          col['name']],
+                                               'header_date': [1, 1, 'text',
+                                                               col['date']]}
+            header_name_list.append(col['name'])
+        c_specs = map(
+            lambda x: self.render(x, col_specs_template, 'header'),
+            header_name_list)
+        row_data = self.xls_row_template(c_specs, [x[0] for x in c_specs])
+        row_pos = self.xls_write_row(
+            ws, row_pos, row_data, row_style=self.rh_cell_style,
+            set_column_size=True)
+        c_specs = map(lambda x: self.render(
+            x, col_specs_template, 'header_date'), header_name_list)
+        row_data = self.xls_row_template(c_specs, [x[0] for x in c_specs])
+        row_pos = self.xls_write_row(
+            ws, row_pos, row_data, row_style=self.rh_cell_style_date)
+
+        ws.set_horz_split_pos(row_pos)
+        ws.set_vert_split_pos(1)
+
+        for line in data['content']:
+            col = 0
+            ws.write(row_pos, col, line['kpi_name'], self.mis_rh_cell_style)
+            for value in line['cols']:
+                col += 1
+                num_format_str = '#'
+                if value.get('dp'):
+                    num_format_str += '.'
+                    num_format_str += '0' * int(value['dp'])
+                if value.get('suffix'):
+                    num_format_str = num_format_str + ' "%s"' % value['suffix']
+                kpi_cell_style = xlwt.easyxf(
+                    _xs['borders_all'] + _xs['right'],
+                    num_format_str=num_format_str)
+                if value.get('val'):
+                    val = value['val']
+                    if value.get('is_percentage'):
+                        val = val / 0.01
+                    ws.write(row_pos, col, val, kpi_cell_style)
+                else:
+                    ws.write(row_pos, col, value['val_r'], kpi_cell_style)
+            row_pos += 1
+
+
+mis_builder_xls('report.mis.report.instance.xls',
+                'mis.report.instance',
+                parser=mis_builder_xls_parser)

mis_builder/report/report_mis_report_instance.py

@@ -0,0 +1,67 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import logging
+
+from openerp import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class ReportMisReportInstance(models.AbstractModel):
+
+    _name = 'report.mis_builder.report_mis_report_instance'
+
+    @api.multi
+    def render_html(self, data=None):
+        docs = self.env['mis.report.instance'].browse(self._ids)
+        docs_computed = {}
+        for doc in docs:
+            docs_computed[doc.id] = doc.compute()
+        docargs = {
+            'doc_ids': self._ids,
+            'doc_model': 'mis.report.instance',
+            'docs': docs,
+            'docs_computed': docs_computed,
+        }
+        return self.env['report'].\
+            render('mis_builder.report_mis_report_instance', docargs)
+
+
+class Report(models.Model):
+    _inherit = "report"
+
+    @api.v7
+    def get_pdf(self, cr, uid, ids, report_name, html=None, data=None,
+                context=None):
+        if ids:
+            report = self._get_report_from_name(cr, uid, report_name)
+            obj = self.pool[report.model].browse(cr, uid, ids,
+                                                 context=context)[0]
+            context = context.copy()
+            if hasattr(obj, 'landscape_pdf') and obj.landscape_pdf:
+                context.update({'landscape': True})
+        return super(Report, self).get_pdf(cr, uid, ids, report_name,
+                                           html=html, data=data,
+                                           context=context)

mis_builder/report/report_mis_report_instance.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+  <data>
+
+    <template id="report_mis_report_instance">
+      <t t-call="report.html_container">
+        <t t-foreach="docs" t-as="o">
+          <t t-call="report.internal_layout">
+            <div class="page">
+              <h2 t-field="o.name"></h2>
+              <table class="table table-condensed">
+                <thead>
+                  <tr>
+                    <t t-foreach="docs_computed[o.id]['header']" t-as="h">
+                      <th>
+                        <div>
+                          <t t-esc="h_value['kpi_name']"/>
+                        </div>
+                      </th>
+                      <th t-foreach="h_value['cols']" t-as="col" class="text-center">
+                        <div>
+                          <t t-esc="col['name']"/>
+                        </div>
+                        <div>
+                          <t t-esc="col['date']"/>
+                        </div>
+                      </th>
+                    </t>
+                  </tr>
+                </thead>
+                <tbody>
+                  <tr t-foreach="docs_computed[o.id]['content']" t-as="c">
+                    <td t-att-style="c_value['default_style']">
+                      <div class="text-left">
+                        <t t-esc="c_value['kpi_name']"/>
+                      </div>
+                    </td>
+                    <t t-foreach="c_value['cols']" t-as="value">
+                      <td t-att-style="c_value['default_style']">
+                        <div t-att-style="value_value.get('style')" class="text-right">
+                          <t t-esc="value_value['val_r']"/>
+                        </div>
+                      </td>
+                    </t>
+                  </tr>
+                </tbody>
+              </table>
+            </div>
+          </t>
+        </t>
+      </t>
+    </template>
+
+  </data>
+</openerp>

mis_builder/security/ir.model.access.csv

@@ -0,0 +1,11 @@
+"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
+manage_mis_report_kpi,manage_mis_report_kpi,model_mis_report_kpi,account.group_account_manager,1,1,1,1
+access_mis_report_kpi,access_mis_report_kpi,model_mis_report_kpi,base.group_user,1,0,0,0
+manage_mis_report_query,manage_mis_report_query,model_mis_report_query,account.group_account_manager,1,1,1,1
+access_mis_report_query,access_mis_report_query,model_mis_report_query,base.group_user,1,0,0,0
+manage_mis_report,manage_mis_report,model_mis_report,account.group_account_manager,1,1,1,1
+access_mis_report,access_mis_report,model_mis_report,base.group_user,1,0,0,0
+manage_mis_report_instance_period,manage_mis_report_instance_period,model_mis_report_instance_period,account.group_account_manager,1,1,1,1
+access_mis_report_instance_period,access_mis_report_instance_period,model_mis_report_instance_period,base.group_user,1,0,0,0
+manage_mis_report_instance,manage_mis_report_instance,model_mis_report_instance,account.group_account_manager,1,1,1,1
+access_mis_report_instance,access_mis_report_instance,model_mis_report_instance,base.group_user,1,0,0,0

mis_builder/security/mis_builder_security.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data noupdate="0">
+
+        <record id="mis_builder_multi_company_rule" model="ir.rule">
+            <field name="name">Mis Builder multi company</field>
+            <field name="model_id" ref="model_mis_report_instance"/>
+            <field name="global" eval="True"/>
+            <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
+        </record>
+
+    </data>
+</openerp>

mis_builder/static/src/css/custom.css

@@ -0,0 +1,13 @@
+.openerp .mis_builder_ralign {
+  text-align: right;
+}
+
+.openerp .mis_builder a {
+  /* we don't want the link color, to respect user styles */
+  color: inherit;
+}
+
+.openerp .mis_builder a:hover {
+  /* underline links on hover to give a visual cue */
+  text-decoration: underline;
+}

mis_builder/static/src/js/mis_builder.js

@@ -0,0 +1,48 @@
+openerp.mis_builder = function(instance) {
+
+    instance.mis_builder.MisReport = instance.web.form.FormWidget.extend({
+        template: "mis_builder.MisReport",
+
+        init: function() {
+            this._super.apply(this, arguments);
+            this.mis_report_data = null;
+        },
+
+        start: function() {
+            this._super.apply(this, arguments);
+            var self = this;
+            new instance.web.Model("mis.report.instance").call(
+                "compute", 
+                [self.getParent().dataset.context.active_id], 
+                {'context': new instance.web.CompoundContext()}
+            ).then(function(result){
+                self.mis_report_data = result;
+                self.renderElement();
+            });
+        },
+
+        events: {
+            "click a.mis_builder_drilldown": "drilldown",
+        },
+
+        drilldown: function(event) {
+            var self = this;
+            var drilldown = JSON.parse($(event.target).data("drilldown"));
+            if (drilldown) {
+                var period_id = JSON.parse($(event.target).data("period-id"));
+                var val_c = JSON.parse($(event.target).data("expr"));
+                new instance.web.Model("mis.report.instance.period").call(
+                    "drilldown",
+                    [period_id, val_c],
+                    {'context': new instance.web.CompoundContext()}
+                ).then(function(result) {
+                    if (result) {
+                        self.do_action(result);
+                    }
+                });
+            }
+        },
+    });
+
+    instance.web.form.custom_widgets.add('mis_report', 'instance.mis_builder.MisReport');
+}

mis_builder/static/src/xml/mis_widget.xml

@@ -0,0 +1,62 @@
+<template>
+    <t t-name="mis_builder.MisReport">
+        <p> </p>
+        <table t-if="widget.mis_report_data" class="oe_list_content mis_builder">
+            <thead>
+                <tr class="oe_list_header_columns">
+                    <t t-foreach="widget.mis_report_data.header" t-as="h">
+                        <th class="oe_list_header_char">
+                            <div>
+                                <t t-esc="h_value.kpi_name"/>
+                            </div>
+                        </th>
+                        <th t-foreach="h_value.cols" t-as="col" class="oe_list_header_char mis_builder_ralign">
+                            <div>
+                                <t t-esc="col.name"/>
+                            </div>
+                            <div>
+                                <t t-esc="col.date"/>
+                            </div>
+                        </th>
+                    </t>
+                </tr>
+            </thead>
+            <tbody>
+                <tr t-foreach="widget.mis_report_data.content" t-as="c">
+                    <td t-att="{'style': c_value.default_style}">
+                        <div>
+                            <t t-esc="c_value.kpi_name"/>
+                        </div>
+                    </td>
+                    <t t-foreach="c_value.cols" t-as="value">
+                        <td t-att="{'style': c_value.default_style}" class="mis_builder_ralign">
+                            <div t-att="{'style': value_value.style, 'title': value_value.val_c}">
+                                <t t-if="value_value.drilldown">
+                                    <a href="javascript:void(0)"
+                                       class="mis_builder_drilldown"
+                                       t-att-data-drilldown="JSON.stringify(value_value.drilldown)"
+                                       t-att-data-period-id="JSON.stringify(value_value.period_id)"
+                                       t-att-data-expr="JSON.stringify(value_value.expr)"
+                                    >
+                                        <t t-esc="value_value.val_r"/>
+                                    </a>
+                                </t>
+                                <t t-if="!value_value.drilldown">
+                                    <t t-esc="value_value.val_r"/>
+                                </t>
+                            </div>
+                        </td>
+                    </t>
+                </tr>
+            </tbody>
+            <tfoot>
+                <tr>
+                    <td class="oe_list_footer" />
+                    <t t-foreach="widget.mis_report_data.header" t-as="f">
+                        <td t-foreach="f_value.cols" class="oe_list_footer" />
+                    </t>
+                </tr>
+            </tfoot>
+        </table>
+    </t>
+</template>

mis_builder/tests/__init__.py

@@ -0,0 +1,25 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import test_mis_builder

mis_builder/tests/mis.report.csv

@@ -0,0 +1,2 @@
+"id","description","kpi_ids/id","name","query_ids/id"
+"mis_report_test","","mis_report_kpi_test","Test report","mis_report_query_test"

mis_builder/tests/mis.report.instance.csv

@@ -0,0 +1,2 @@
+"id","date","description","name","period_ids/id","report_id/id","root_account/id"
+"mis_report_instance_test","2014-07-31","","Test-report-instance without company","mis_report_instance_period_test","mis_report_test","account.chart0"

mis_builder/tests/mis.report.instance.period.csv

@@ -0,0 +1,2 @@
+"id","duration","name","offset","type","sequence"
+"mis_report_instance_period_test","1","today","","Day",""

mis_builder/tests/mis.report.kpi.csv

@@ -0,0 +1,2 @@
+"id","compare_method","description","expression","divider","name","dp","sequence","type","suffix"
+"mis_report_kpi_test","Percentage","total test","len(test)","","total_test","","1","Numeric",""

mis_builder/tests/mis.report.query.csv

@@ -0,0 +1,2 @@
+"id","date_field/id","domain","field_ids/id","model_id/id","name"
+"mis_report_query_test","account.field_account_analytic_balance_date1","","account.field_account_analytic_balance_empty_acc","account.model_account_analytic_balance","test"

mis_builder/tests/test_mis_builder.py

@@ -0,0 +1,82 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import openerp.tests.common as common
+
+from ..models import mis_builder
+
+
+class test_mis_builder(common.TransactionCase):
+
+    def setUp(self):
+        super(test_mis_builder, self).setUp()
+
+    def test_datetime_conversion(self):
+        date_to_convert = '2014-07-05'
+        date_time_convert = mis_builder._utc_midnight(
+            date_to_convert, 'Europe/Brussels')
+        self.assertEqual(date_time_convert, '2014-07-04 22:00:00',
+                         'The converted date time convert must contains hour')
+        date_time_convert = mis_builder._utc_midnight(
+            date_to_convert, 'Europe/Brussels', add_day=1)
+        self.assertEqual(date_time_convert, '2014-07-05 22:00:00',
+                         'The converted date time convert must contains hour')
+        date_time_convert = mis_builder._utc_midnight(
+            date_to_convert, 'US/Pacific')
+        self.assertEqual(date_time_convert, '2014-07-05 07:00:00',
+                         'The converted date time convert must contains hour')
+        date_time_convert = mis_builder._utc_midnight(
+            date_to_convert, 'US/Pacific', add_day=1)
+        self.assertEqual(date_time_convert, '2014-07-06 07:00:00',
+                         'The converted date time convert must contains hour')
+
+    def test_fetch_query(self):
+        # create a report on a model without company_id field :
+        # account.analytic.balance
+        data = self.registry('mis.report.instance').compute(
+            self.cr, self.uid,
+            self.ref('mis_builder.mis_report_instance_test'))
+        self.assertDictContainsSubset(
+            {'content':
+                [{'kpi_name': u'total test',
+                  'default_style': False,
+                  'cols': [{'period_id': self.ref('mis_builder.'
+                                                  'mis_report_instance_'
+                                                  'period_test'),
+                            'style': None,
+                            'suffix': False,
+                            'expr': 'len(test)',
+                            'val_c': 'total_test = len(test)',
+                            'val': 0,
+                            'val_r': u'0\xa0',
+                            'is_percentage': False,
+                            'dp': 0,
+                            'drilldown': False}]
+                  }],
+             'header':
+                 [{'kpi_name': '',
+                   'cols': [{'date': '07/31/2014',
+                             'name': u'today'}]
+                   }],
+             }, data)

mis_builder/views/mis_builder.xml

@@ -0,0 +1,211 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+    <data>
+
+       <template id="assets_backend" name="mis_builder" inherit_id="web.assets_backend">
+            <xpath expr="." position="inside">
+                <link rel="stylesheet" href="/mis_builder/static/src/css/custom.css"/>
+                <script type="text/javascript" src="/mis_builder/static/src/js/mis_builder.js"></script>
+            </xpath>
+        </template>
+
+        <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" version="7.0">
+                <sheet>
+                    <group col="2">
+                        <field name="name"/>
+                        <field name="description"/>
+                        <field name="query_ids">
+                            <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="domain"/>
+                            </tree>
+                        </field>
+                        <field name="kpi_ids">
+                            <tree string="KPI's" editable="bottom">
+                                <field name="sequence" widget="handle"/>
+                                <field name="description"/>
+                                <field name="name"/>
+                                <field name="expression"/>
+                                <field name="type"/>
+                                <field name="dp" attrs="{'invisible': [('type', '=', 'str')]}"/>
+                                <field name="divider" attrs="{'invisible': [('type', '=', 'str')]}"/>
+                                <field name="suffix"/>
+                                <field name="compare_method" attrs="{'invisible': [('type', '=', 'str')]}"/>
+                                <field name="default_css_style"/>
+                                <field name="css_style"/>
+                            </tree>
+                        </field>
+                    </group>
+                    <group col="2" string="Legend (for expression)">
+                        <group>
+                            <label colspan="2" string="Expressions are of the form &lt;field&gt;&lt;mode&gt;[accounts][domain]"/>
+                            <label colspan="2" string="Possible values for 'field' can be:"/>
+                            <group>
+                                <label colspan="2" string="* bal for balance (debit - credit)"/>
+                                <label colspan="2" string="* crd for credit"/>
+                                <label colspan="2" string="* deb for debit"/>
+                            </group>
+                            <label colspan="2" string="Possible values for 'mode' are:"/>
+                            <group>
+                                <label colspan="2" string="* nothing or p: variation over the period"/>
+                                <label colspan="2" string="* i: at the beginning of the period"/>
+                                <label colspan="2" string="* e: at the end of the period"/>
+                            </group>
+                            <label colspan="2" string="'accounts' is a comma-separated list of account codes, possibly containing %% wildcards"/>
+                            <label colspan="2" string="'domain' is an optional filter on move lines (eg to filter on analytic accounts or journal)"/>
+                       </group>
+                       <group>
+                            <label colspan="2" string="Examples"/>
+                            <group>
+                                <label colspan="2" string="* bal[70]: variation of the balance of account 70 over the period (it is the same as balp[70]);"/>
+                                <label colspan="2" string="* bali[70,60]: initial balance of accounts 70 and 60;"/>
+                                <label colspan="2" string="* bale[1%%]: balance of accounts starting with 1 at end of period."/>
+                            </group>
+                        </group>
+                    </group>
+                </sheet>
+                </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_view_menu" parent="account.menu_account_reports" name="MIS Report Templates" action="mis_report_view_action" sequence="21"/>
+
+	    <record id="xls_export" model="ir.actions.report.xml">
+	      <field name="name">MIS report instance XLS report</field>
+	      <field name="model">mis.report.instance</field>
+	      <field name="type">ir.actions.report.xml</field>
+	      <field name="report_name">mis.report.instance.xls</field>
+	      <field name="report_type">xls</field>
+	      <field name="auto" eval="False"/>
+	    </record>
+
+        <record id="qweb_pdf_export" model="ir.actions.report.xml">
+          <field name="name">MIS report instance QWEB PDF report</field>
+          <field name="model">mis.report.instance</field>
+          <field name="type">ir.actions.report.xml</field>
+          <field name="report_name">mis_builder.report_mis_report_instance</field>
+          <field name="report_type">qweb-pdf</field>
+          <field name="auto" eval="False"/>
+        </record>
+
+        <record model="ir.ui.view" id="mis_report_instance_result_view_form">
+            <field name="name">mis.report.instance.result.view.form</field>
+            <field name="model">mis.report.instance</field>
+            <field name="priority" eval="17"/>
+            <field name="arch" type="xml">
+                <form string="MIS Report Result" version="7.0">
+                    <widget type="mis_report"></widget>
+                    <button icon="gtk-print" name="%(qweb_pdf_export)d" string="Print" type="action" colspan="2"/>
+                    <button icon="gtk-execute" name="%(xls_export)d" string="Export" type="action" colspan="2"/>
+                </form>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="mis_report_instance_view_tree">
+            <field name="name">mis.report.instance.view.tree</field>
+            <field name="model">mis.report.instance</field>
+            <field name="arch" type="xml">
+                <tree string="MIS Report Instances">
+                    <field name="name"/>
+                    <field name="description"/>
+                    <field name="report_id"/>
+                    <field name="target_move"/>
+                    <field name="pivot_date"/>
+                    <field name="company_id"/>
+                </tree>
+            </field>
+        </record>
+
+        <record model="ir.ui.view" id="mis_report_instance_view_form">
+            <field name="name">mis.report.instance.view.form</field>
+            <field name="model">mis.report.instance</field>
+            <field name="priority" eval="16"/>
+            <field name="arch" type="xml">
+                <form string="MIS Report Instance" version="7.0">
+                <sheet>
+                    <div class="oe_title">
+                        <div class="oe_edit_only">
+                            <label for="name"/>
+                        </div>
+                        <h1>
+                            <field name="name" placeholder="Name"/>
+                        </h1>
+                    </div>
+                    <div class="oe_right oe_button_box" name="buttons"> 
+                        <button type="object" name="preview" string="Preview" icon="gtk-print-preview" />
+                        <button type="action" name="%(qweb_pdf_export)d" string="Print" icon="gtk-print" />
+                        <button type="action" name="%(xls_export)d" string="Export" icon="gtk-execute" />
+                        <button type="action" name="%(mis_report_instance_add_to_dashboard_action)d" string="Add to dashboard" icon="gtk-add" />
+                    </div>
+                    <group col="4">
+                        <field name="report_id" colspan="4"/>
+                        <field name="description"/>
+                        <field name="landscape_pdf" />
+                        <field name="root_account"/>
+                        <field name="company_id" groups="base.group_multi_company"/>
+                        <field name="date"/>
+                        <field name="target_move"/>
+                        <field name="period_ids" colspan="4">
+                            <tree string="KPI's" editable="bottom" colors="red:valid==False">
+                                <field name="sequence" widget="handle"/>
+                                <field name="name"/>
+                                <field name="type"/>
+                                <field name="offset"/>
+                                <field name="duration"/>
+                                <field name="normalize_factor"/>
+                                <field name="date_from"/>
+                                <field name="date_to"/>
+                                <field name="period_from"/>
+                                <field name="period_to"/>
+                                <field name="valid" invisible="1"/>
+                                <field name="report_instance_id" invisible="1"/>
+                                <field name="id" invisible="1"/>
+                                <field name="comparison_column_ids" domain="[('report_instance_id', '=', report_instance_id), ('id', '!=', id)]" widget="many2many_tags"/>
+                            </tree>
+                        </field>
+                    </group>
+                </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record model="ir.actions.act_window" id="mis_report_instance_view_action">
+            <field name="name">MIS Reports</field>
+            <field name="view_id" ref="mis_report_instance_view_tree"/>
+            <field name="res_model">mis.report.instance</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+        </record>
+
+        <menuitem id="mis_report_instance_view_menu" parent="account.menu_finance_reports" name="MIS Reports" action="mis_report_instance_view_action" sequence="101"/>
+
+    </data>
+</openerp>

mis_builder/wizard/__init__.py

@@ -0,0 +1,25 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import mis_builder_dashboard

mis_builder/wizard/mis_builder_dashboard.py

@@ -0,0 +1,87 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for Odoo, Management Information System Builder
+#    Copyright (C) 2014-2015 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from openerp.osv import orm, fields
+from lxml import etree
+
+
+class add_mis_report_instance_dashboard(orm.TransientModel):
+    _name = "add.mis.report.instance.dashboard.wizard"
+
+    _columns = {'name': fields.char('Name', size=32, required=True),
+                'dashboard_id': fields.many2one(
+                    'ir.actions.act_window',
+                    string="Dashboard", required=True,
+                    domain="[('res_model', '=', 'board.board')]"),
+                }
+
+    def default_get(self, cr, uid, fields, context=None):
+        if context is None:
+            context = {}
+        if context.get('active_id'):
+            res = super(add_mis_report_instance_dashboard, self).default_get(
+                cr, uid, fields, context=context)
+            # get report instance name
+            res['name'] = self.pool['mis.report.instance'].read(
+                cr, uid, context['active_id'], ['name'])['name']
+        return res
+
+    def action_add_to_dashboard(self, cr, uid, ids, context=None):
+        if context is None:
+            context = {}
+        assert 'active_id' in context, "active_id missing in context"
+        wizard_data = self.browse(cr, uid, ids, context=context)[0]
+        # create the act_window corresponding to this report
+        view_id = self.pool['ir.model.data'].get_object_reference(
+            cr, uid, 'mis_builder', 'mis_report_instance_result_view_form')[1]
+        report_result = self.pool['ir.actions.act_window'].create(
+            cr, uid,
+            {'name': 'mis.report.instance.result.view.action.%d'
+             % context['active_id'],
+             'res_model': 'mis.report.instance',
+             'res_id': context['active_id'],
+             'target': 'current',
+             'view_mode': 'form',
+             'view_id': view_id})
+        # add this result in the selected dashboard
+        last_customization = self.pool['ir.ui.view.custom'].search(
+            cr, uid,
+            [('user_id', '=', uid),
+             ('ref_id', '=', wizard_data.dashboard_id.view_id.id)], limit=1)
+        arch = wizard_data.dashboard_id.view_id.arch
+        if last_customization:
+            arch = self.pool['ir.ui.view.custom'].read(
+                cr, uid, last_customization[0], ['arch'])['arch']
+        new_arch = etree.fromstring(arch)
+        column = new_arch.xpath("//column")[0]
+        column.append(etree.Element('action', {'context': str(context),
+                                               'name': str(report_result),
+                                               'string': wizard_data.name,
+                                               'view_mode': 'form'}))
+        self.pool['ir.ui.view.custom'].create(
+            cr, uid, {'user_id': uid,
+                      'ref_id': wizard_data.dashboard_id.view_id.id,
+                      'arch': etree.tostring(new_arch, pretty_print=True)})
+
+        return {'type': 'ir.actions.act_window_close', }

mis_builder/wizard/mis_builder_dashboard.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+    <data>
+
+        <record model="ir.ui.view" id="mis_report_instance_add_to_dashboard_form_view">
+            <field name="name">add.mis.report.instance.dashboard.wizard.view</field>
+            <field name="model">add.mis.report.instance.dashboard.wizard</field>
+            <field name="arch" type="xml">
+                <form string="Add to dashboard" version="7.0">
+                    <group>
+                        <field name="name"/>
+                        <field name="dashboard_id"/>
+                    </group>
+                    <footer>
+                        <button name="action_add_to_dashboard" string="Add to dashboard" type="object" default_focus="1" class="oe_highlight"/>
+                        or
+                        <button string="Cancel" class="oe_link" special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+        <record model="ir.actions.act_window" id="mis_report_instance_add_to_dashboard_action">
+            <field name="name">Add to dashboard</field>
+            <field name="res_model">add.mis.report.instance.dashboard.wizard</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="mis_report_instance_add_to_dashboard_form_view"/>
+            <field name="target">new</field>
+        </record>
+
+    </data>
+</openerp>

mis_builder_demo/README.rst

@@ -0,0 +1,46 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :alt: License: AGPL-3
+
+MIS Builder demo data
+=====================
+
+This module adds some demo data for the mis_builder module.
+
+Installation
+============
+
+There is no specific installation procedure for this module.
+
+
+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.

mis_builder_demo/__init__.py

@@ -0,0 +1,23 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for OpenERP, Management Information System Builder
+#    Copyright (C) 2014 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################

mis_builder_demo/__openerp__.py

@@ -0,0 +1,53 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    mis_builder module for OpenERP, Management Information System Builder
+#    Copyright (C) 2014 ACSONE SA/NV (<http://acsone.eu>)
+#
+#    This file is a part of mis_builder
+#
+#    mis_builder is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License v3 or later
+#    as published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    mis_builder is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License v3 or later for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    v3 or later along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    'name': 'MIS Builder demo data',
+    'version': '0.1',
+    'category': 'Reporting',
+    'summary': """
+        Demo data for the mis_builder module
+    """,
+    'author': 'ACSONE SA/NV,'
+              'Odoo Community Association (OCA)',
+    'website': 'http://acsone.eu',
+    'depends': [
+        'account_accountant',
+        'mis_builder',
+        'crm'
+    ],
+    'data': [
+    ],
+    'demo': [
+        'mis.report.kpi.csv',
+        'mis.report.query.csv',
+        'mis.report.csv',
+        'mis.report.instance.period.csv',
+        'mis.report.instance.csv',
+    ],
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+    'license': 'AGPL-3',
+}

mis_builder_demo/mis.report.csv

@@ -0,0 +1,3 @@
+"id","description","kpi_ids/id","name","query_ids/id"
+"mis_report","","mis_report_kpi_1,mis_report_kpi_2,mis_report_kpi_3,mis_report_kpi_4,mis_report_kpi_5","Demo margin report","mis_report_query"
+"mis_report_phonecall","","mis_report_phonecall_kpi_1,mis_report_phonecall_kpi_2,mis_report_phonecall_kpi_3,mis_report_phonecall_kpi_4","Demo phonecall report","mis_report_phonecall_query"

mis_builder_demo/mis.report.instance.csv

@@ -0,0 +1,3 @@
+id,date,description,name,period_ids/id,report_id/id,root_account/id
+mis_report_instance,,,Test-margin-report-instance,"mis_report_instance_period_1,mis_report_instance_period_2,mis_report_instance_period_3,mis_report_instance_period_4",mis_report,account.chart0
+mis_report_phonecall_instance,,,Test phonecall report instance,"mis_report_phonecall_instance_period_1,mis_report_phonecall_instance_period_2,mis_report_phonecall_instance_period_3",mis_report_phonecall,account.chart0

mis_builder_demo/mis.report.instance.period.csv

@@ -0,0 +1,8 @@
+id,duration,name,offset,type,sequence
+mis_report_instance_period_1,1,today,0,Day,1
+mis_report_instance_period_2,1,yesterday,-1,Day,2
+mis_report_instance_period_3,1,last week,-1,Week,3
+mis_report_instance_period_4,1,last period,-1,Fiscal Period,4
+mis_report_phonecall_instance_period_1,1,today,0,Day,1
+mis_report_phonecall_instance_period_2,1,this period,0,Fiscal Period,2
+mis_report_phonecall_instance_period_3,1,previous period,-1,Fiscal Period,3

mis_builder_demo/mis.report.kpi.csv

@@ -0,0 +1,10 @@
+id,compare_method,description,expression,divider,name,dp,sequence,type,suffix
+mis_report_kpi_1,Percentage,CA,-bal[X2001],,ca,,1,Numeric,€
+mis_report_kpi_2,Percentage,CAHT invoice,sum([s.amount_untaxed for s in inv]),,total_invoice,,2,Numeric,€
+mis_report_kpi_3,Percentage,Cost,bal[X2110],,cost,,3,Numeric,€
+mis_report_kpi_4,Percentage,Profit,ca - cost,,profit,,4,Numeric,€
+mis_report_kpi_5,Difference,Margin,profit/ca,,margin,,5,Percentage,%
+mis_report_phonecall_kpi_1,Percentage,Total phone call,len(phone),,total_phone_call,,1,Numeric,
+mis_report_phonecall_kpi_2,Percentage,Average duration phone call,sum([p.duration for p in phone])/total_phone_call,,average_duration_phone_call,2,2,Numeric,
+mis_report_phonecall_kpi_3,Percentage,Total converted phone call,sum([p.opportunity_id and 1 or 0 for p in phone]),,phone_call_convert,,3,Numeric,
+mis_report_phonecall_kpi_4,Percentage,Average duration converted phone call,sum([p.opportunity_id and p.duration or 0 for p in phone]),,average_convert_duration_phone_c,2,4,Numeric,

mis_builder_demo/mis.report.query.csv

@@ -0,0 +1,3 @@
+"id","date_field/id","domain","field_ids/id","model_id/id","name"
+"mis_report_query","account.field_account_invoice_date_invoice","","account.field_account_invoice_amount_untaxed","account.model_account_invoice","inv"
+"mis_report_phonecall_query","crm.field_crm_phonecall_date","","crm.field_crm_phonecall_duration,crm.field_crm_phonecall_opportunity_id","crm.model_crm_phonecall","phone"