mis_builder

Purpose

Build Management Information System reports and dashboards by defining KPI rows across time periods using accounting data and other Odoo models with interactive viewing and export options.

Features

mis.report: Define report templates with queries, KPI lines, sub-KPIs, subreports, and a selectable move-line-like source model for accounting expressions.
mis.report.kpi: Configure KPI rows with typed values, accumulation and comparison methods, optional account auto-expansion, and dynamic style expressions.
mis.report.style: Maintain reusable styles controlling colors, fonts, indentation, number formatting, and visibility rules for KPI rendering.
mis.report.instance: Instantiate templates with pivot-date driven periods, target move scope, multi-company selection with optional currency conversion, analytic domains, and widget display options.
mis.report.instance.period: Define columns using relative or fixed date logic, year-to-date normalization, column-level analytic filters, alternate move-line sources, and comparison or sum relationships to other columns.
mis.report.instance: Compute KPI matrices with comparison and sum columns, optional column descriptions, and export them to PDF or XLSX.
mis.report.instance: Enable drilldown from report cells to underlying records using available model views.
mis.report.instance.annotation: Let permitted users attach, edit, or delete annotations on individual KPI cells with context-aware scoping.
dashboard: Wizard can add MIS report instances to board dashboards by generating embedded actions.
scheduler: Recurring job purges temporary MIS report instances to keep data clean.
web widget: Backend components render an interactive MIS report widget with filters, search integration, pivot date display, settings button, and annotation dialog.