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account-financial-reporting/mis_builder/views/mis_builder.xml

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<?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>
<template id="assets_report" inherit_id="report.assets_common">
<xpath expr="." position="inside">
<link href="/mis_builder/static/src/css/report.css" rel="stylesheet"/>
</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"/>
</group>
<group string="Sub KPI's">
<field name="subkpi_ids" nolabel="1" colspan="2">
<tree string="Sub KPI's" editable="bottom">
<field name="sequence" widget="handle"/>
<field name="description"/>
<field name="name"/>
</tree>
</field>
</group>
<group string="Queries">
<field name="query_ids" nolabel="1" colspan="2">
<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>
</group>
<group string="KPI's">
<field name="kpi_ids" nolabel="1" colspan="2">
<tree string="KPI's">
<field name="sequence" widget="handle"/>
<field name="description"/>
<field name="name"/>
<field name="multi"/>
<field name="expression"/>
<field name="type"/>
<field name="dp" attrs="{'invisible': [('type', '=', 'str')]}"/>
<field name="divider" attrs="{'invisible': [('type', '=', 'str')]}"/>
<field name="prefix"/>
<field name="suffix"/>
<field name="compare_method" attrs="{'invisible': [('type', '=', 'str')]}"/>
</tree>
</field>
</group>
<group col="2" string="Legend (for kpi expressions)">
<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 id="mis_report_style_view_form" model="ir.ui.view">
<field name="name">mis.report.style.view.form</field>
<field name="model">mis.report.kpi.style</field>
<field name="arch" type="xml">
<form>
<group>
<field name="name" />
<field name="color" widget="web.colorpicker" />
<field name="background_color" />
<field name="font_style" />
<field name="font_weight" />
<field name="font_size" />
<field name="indent_level" />
</group>
</form>
</field>
</record>
<record id="mis_report_view_kpi_form" model="ir.ui.view">
<field name="name">mis.report.view.kpi.form</field>
<field name="model">mis.report.kpi</field>
<field name="arch" type="xml">
<form string="MIS Report KPI" version="7.0">
<group col="4">
<field name="description"/>
<field name="name"/>
<field name="type"/>
<field name="dp"
attrs="{'invisible': [('type', '=', 'str')]}"/>
<field name="divider"
attrs="{'invisible': [('type', '=', 'str')]}"/>
<field name="compare_method"
attrs="{'invisible': [('type', '=', 'str')]}"/>
<field name="prefix"/>
<field name="suffix"/>
<field name="style" colspan="4"/>
<field name="style_expression" colspan="4"/>
<!--<field name="sequence" />-->
</group>
<group string="Expression">
<field name="multi"/>
<field name="expression_ids" colspan="4" nolabel="1"
delete="0" create="0"
attrs="{'invisible': [('multi', '=', False)]}">
<tree editable="bottom">
<field name="subkpi_id"/>
<field name="name"/>
</tree>
</field>
<field name="expression" colspan="4" nolabel="1"
attrs="{'invisible': [('multi', '=', True)],
'readonly': [('multi', '=', True)]}"/>
</group>
<group string="Auto expand">
<field name="auto_expand_accounts"/>
</group>
<group col="2" string="Legend (for kpi expressions)">
<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>
</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.account_management_menu" 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.xlsx</field>
<field name="report_type">xlsx</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="20 "/>
<field name="arch" type="xml">
<form string="MIS Report Result" version="7.0" edit="false" create="false" delete="false" >
<widget type="mis_report"></widget>
</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">
<button name="preview" type="object" icon="gtk-print-preview" />
<button type="object" name="print_pdf" string="Print" icon="gtk-print" />
<button type="object" name="export_xls" string="Export" icon="gtk-go-down" />
<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="15"/>
<field name="arch" type="xml">
<form string="MIS Report Instance" version="7.0">
<sheet>
<field name="temporary" invisible="1"/>
<div class="oe_right oe_button_box" name="buttons">
<button type="object" name="preview" string="Preview" icon="gtk-print-preview" />
<button type="object" name="print_pdf" string="Print" icon="gtk-print" />
<button type="object" name="export_xls" string="Export" icon="gtk-go-down" />
<button type="action" name="%(mis_report_instance_add_to_dashboard_action)d" string="Add to dashboard" icon="gtk-add" attrs="{'invisible': [('temporary', '=', True)]}"/>
<button type="object" name="save_report" string="Save" icon="gtk-floppy" attrs="{'invisible': [('temporary', '=', False)]}"/>
</div>
<div class="oe_title">
<div class="oe_edit_only">
<label for="name"/>
</div>
<h1>
<field name="name" placeholder="Name"/>
</h1>
<field name="description"/>
</div>
<group>
<group>
<field name="report_id"/>
<field name="target_move" widget="radio"/>
<field name="landscape_pdf"/>
<field name="comparison_mode"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
<group>
<group name="simple_mode"
attrs="{'invisible': [('comparison_mode', '=', True)]}" colspan="4">
<field name="date_range_id"/>
<field name="date_from" attrs="{'required': [('comparison_mode', '=', False)]}"/>
<field name="date_to" attrs="{'required': [('comparison_mode', '=', False)]}"/>
</group>
</group>
</group>
<group name="comparison_mode" string="Comparison"
attrs="{'invisible': [('comparison_mode', '=', False)]}" colspan="4">
<field name="period_ids" colspan="4" nolabel="1" attrs="{'required': [('comparison_mode', '=', True)]}">
<tree string="KPI's" colors="red:valid==False">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="valid" invisible="1"/>
<field name="report_instance_id" invisible="1"/>
<field name="id" invisible="1"/>
<field name="subkpi_ids"
domain="[('report_id', '=', parent.report_id)]"
widget="many2many_tags"/>
<field name="comparison_column_ids" domain="[('report_instance_id', '=', report_instance_id), ('id', '!=', id)]" widget="many2many_tags"/>
</tree>
</field>
<field name="date"/>
</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>
<field name="domain">[('temporary', '=', False)]</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"/>
<record id="wizard_mis_report_instance_view_form" model="ir.ui.view">
<field name="model">mis.report.instance</field>
<field name="inherit_id" ref="mis_builder.mis_report_instance_view_form"/>
<field name="mode">primary</field>
<field name="arch" type="xml">
<field name="name" position="attributes">
<attribute name="readonly">1</attribute>
</field>
<label for="name" position="replace"/>
<field name="report_id" position="attributes">
<attribute name="invisible">1</attribute>
</field>
<div name="buttons" position="attributes">
<attribute name="invisible">1</attribute>
</div>
<sheet position="after">
<footer>
<button type="object" name="save_report" string="Save" icon="gtk-floppy"/>
<button type="object" name="preview" string="Preview" icon="gtk-print-preview" />
<button type="object" name="print_pdf" string="Print" icon="gtk-print" />
<button type="object" name="export_xls" string="Export" icon="gtk-go-down" />
or <button string="Cancel" class="oe_link" special="cancel" />
</footer>
</sheet>
</field>
</record>
<record model="ir.actions.act_window" id="last_mis_report_instance_view_action">
<field name="name">Last Reports Generated</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>
<field name="domain">[('temporary', '=', True)]</field>
</record>
<menuitem id="last_wizard_mis_report_instance_view_menu"
parent="account.menu_finance_reports"
name="Last Reports Generated"
action="last_mis_report_instance_view_action"
sequence="102"/>
<record model="ir.ui.view" id="mis_report_instance_period_view_form">
<field name="model">mis.report.instance.period</field>
<field name="priority" eval="16"/>
<field name="arch" type="xml">
<form string="KPI's">
<sheet>
<group>
<field name="mode" widget="radio"/>
<field name="valid" invisible="1"/>
<group name="relative" attrs="{'invisible': [('mode', '!=', 'relative')]}" colspan="4">
<group>
<field name="type" attrs="{'required': [('mode', '=', 'relative')]}"/>
<field name="date_range_type_id"
attrs="{'invisible': [('type', '!=', 'date_range')], 'required': [('type', '=', 'date_range')]}"/>
<field name="offset"/>
<field name="duration"/>
</group>
<group>
<field name="date_from"/>
<field name="date_to"/>
</group>
</group>
<group name="fix" attrs="{'invisible': [('mode', '!=', 'fix')]}" colspan="4">
<field name="date_range_id"/>
<field name="manual_date_from"
attrs="{'required': [('mode', '=', 'fix')]}"/>
<field name="manual_date_to"
attrs="{'required': [('mode', '=', 'fix')]}"/>
</group>
<field name="name" placeholder="Name"/>
<field name="normalize_factor"/>
<field name="report_instance_id" invisible="1"/>
<field name="id" invisible="1"/>
<field name="subkpi_ids"
domain="[('report_id', '=', parent.report_id)]"
widget="many2many_tags"/>
<field name="comparison_column_ids"
domain="[('report_instance_id', '=', report_instance_id), ('id', '!=', id)]"
widget="many2many_tags"/>
</group>
</sheet>
</form>
</field>
</record>
</data>
</openerp>