mis_builder
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.
Key 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.