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14 changes: 5 additions & 9 deletions mis_builder/README.rst
Original file line number Diff line number Diff line change
@@ -1,7 +1,3 @@
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

===========
MIS Builder
===========
Expand All @@ -17,7 +13,7 @@ MIS Builder
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmis--builder-lightgray.png?logo=github
Expand Down Expand Up @@ -59,16 +55,16 @@ Usage

To configure this module, you need to:

- Go to Accounting > Configuration > MIS Reporting > MIS Report
- Go to MIS Reports > Configuration > MIS Reporting > 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.

|image1|

- Then in Accounting > Reports > MIS Reporting > MIS Reports you can
create report instance by binding the templates to time periods, hence
defining the columns of your reports.
- Then in MIS Reports > Reporting > MIS Reports you can create report
instance by binding the templates to time periods, hence defining the
columns of your reports.

|image2|

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1 change: 1 addition & 0 deletions mis_builder/__manifest__.py
Original file line number Diff line number Diff line change
Expand Up @@ -19,6 +19,7 @@
"data": [
"security/res_groups.xml",
"wizard/mis_builder_dashboard.xml",
"views/menu.xml",
"views/mis_report.xml",
"views/mis_report_instance.xml",
"views/mis_report_style.xml",
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4 changes: 2 additions & 2 deletions mis_builder/readme/USAGE.md
Original file line number Diff line number Diff line change
@@ -1,13 +1,13 @@
To configure this module, you need to:

- Go to Accounting \> Configuration \> MIS Reporting \> MIS Report
- Go to MIS Reports \> Configuration \> MIS Reporting \> 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.

![](https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png)

- Then in Accounting \> Reports \> MIS Reporting \> MIS Reports you can
- Then in MIS Reports \> Reporting \> MIS Reports you can
create report instance by binding the templates to time periods, hence
defining the columns of your reports.

Expand Down
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122 changes: 58 additions & 64 deletions mis_builder/static/description/index.html

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24 changes: 24 additions & 0 deletions mis_builder/views/menu.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,24 @@
<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<menuitem
name="MIS Reports"
id="menu_main_mis_builder"
sequence="20"
web_icon="mis_builder,static/description/icon.png"
/>

<menuitem
id="mis_report_finance_menu"
parent="menu_main_mis_builder"
name="Reporting"
sequence="10"
groups="account.group_account_manager"
/>

<menuitem
id="mis_report_conf_menu"
parent="menu_main_mis_builder"
name="Configuration"
sequence="100"
/>
</odoo>
7 changes: 1 addition & 6 deletions mis_builder/views/mis_report.xml
Original file line number Diff line number Diff line change
Expand Up @@ -299,12 +299,7 @@
<field name="view_mode">list,form</field>
<field name="path">mis-report-templates</field>
</record>
<menuitem
id="mis_report_conf_menu"
parent="account.menu_finance_configuration"
name="MIS Reporting"
sequence="90"
/>

<menuitem
id="mis_report_view_menu"
parent="mis_report_conf_menu"
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8 changes: 1 addition & 7 deletions mis_builder/views/mis_report_instance.xml
Original file line number Diff line number Diff line change
Expand Up @@ -220,13 +220,7 @@
<field name="domain">[('temporary', '=', False)]</field>
<field name="path">mis-report-instances</field>
</record>
<menuitem
id="mis_report_finance_menu"
parent="account.menu_finance_reports"
name="MIS Reporting"
sequence="101"
groups="account.group_account_manager"
/>

<menuitem
id="mis_report_instance_view_menu"
parent="mis_report_finance_menu"
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