Merge pull request #90 from acsone/7.0-mis_builder-lmi-2

7.0 mis builder backport from 8.0

.travis.yml

@@ -1,32 +1,39 @@
+sudo: false
+cache: pip
+
 addons:
   apt:
-    packages:
+   sources:
+      - pov-wkhtmltopdf
+   packages:
       - expect-dev  # provides unbuffer utility
       - python-lxml # because pip installation is slow
+      - wkhtmltopdf
 
 language: python
 
 python:
   - "2.7"
 
 env:
-  - VERSION="7.0" ODOO_REPO="odoo/odoo"
-  - VERSION="7.0" ODOO_REPO="OCA/OCB"
+  - VERSION="7.0" LINT_CHECK="1"
+  - VERSION="7.0" ODOO_REPO="odoo/odoo" LINT_CHECK="0"
+  - VERSION="7.0" ODOO_REPO="OCA/OCB" LINT_CHECK="0"
 
 virtualenv:
   system_site_packages: true
 
+before_install:
+  - "export DISPLAY=:99.0"
+  - "sh -e /etc/init.d/xvfb start"
+
 install:
-  - git clone https://github.com/OCA/reporting-engine ${HOME}/reporting-engine -b ${VERSION}
   - git clone https://github.com/OCA/maintainer-quality-tools.git ${HOME}/maintainer-quality-tools
-  - wget http://download.gna.org/wkhtmltopdf/0.12/0.12.1/wkhtmltox-0.12.1_linux-precise-amd64.deb
-  - sudo dpkg -i wkhtmltox-0.12.1_linux-precise-amd64.deb
   - export PATH=${HOME}/maintainer-quality-tools/travis:${PATH}
   - travis_install_nightly
 
 script:
-  - travis_run_flake8
   - travis_run_tests
 
 after_success:
-  coveralls
+  - travis_after_tests_success

account_chart_report/__openerp__.py

@@ -25,7 +25,7 @@
     'name': 'Print chart of accounts',
     'version': '1.0',
     'category': 'Reports/pdf',
-    'description': """Print chart of accounts.
+    'description': r"""Print chart of accounts.
 
 This module add the menu Accounting \ Charts \ Print chart of Accounts
 and allow to print the selected chart of accounts.

mis_builder/__init__.py

@@ -0,0 +1,27 @@
+# -*- 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 +1,172 @@
+# -*- coding: 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
+    """,
+    'description': """
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :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.
+
+* Then in Accounting > Reporting > MIS Reports you can create report instance
+by binding the templates to time period, hence defining the columns of your
+reports.
+
+* From the MIS Report view, you can preview the report, add it to and Odoo
+dashboard, and export it to Excel.
+
+Developer notes
+===============
+
+A typical extension is to provide a mechanism to filter reports on analytic
+dimensions or operational units. To implement this, you can override
+_get_additional_move_line_filter and _get_additional_filter to further
+filter move lines or queries based on a user selection. A typical use case
+could be to add an analytic account field on mis.report.instance, or even
+on mis.report.instance.period if you want different columns to show different
+analytic accounts.
+
+Known issues / Roadmap
+======================
+
+* Add 'Fiscal Year' period type.
+
+* Allow selecting accounts by type. This is currently possible by expressing
+  a query such as balp[][('account_id.user_type.code', '=', ...)].
+  This will work but would be more efficient if one could write balp[
+  user_type=...], as it would involve much less queries to the database.
+
+* 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%20
+reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior
+**>`_.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Stéphane Bidoul <stephane.bidoul@acsone.eu>
+* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
+* Adrien Peiffer <adrien.peiffer@acsone.eu>
+* Jordi Ballester <jordi.ballester@eficent.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+To contribute to this module, please visit http://odoo-community.org.
+    """,
+    'author': 'ACSONE SA/NV,'
+              'Odoo Community Association (OCA)',
+    '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',
+    ],
+    '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',
+    ],
+    'js': [
+        'static/src/js/*.js'
+    ],
+    'css': [
+        'static/src/css/*.css'
+    ],
+    'qweb': [
+        'static/src/xml/*.xml'
+    ],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+    'license': 'AGPL-3',
+}

mis_builder/migrations/7.0.0.2/pre-migration.py

@@ -0,0 +1,42 @@
+# -*- 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

@@ -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
+from . import aep