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[REF] mis_template_financial_report: reorder kpi for readability

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Julien Guenat
2025-09-01 12:42:39 +02:00
parent 638f4d422d
commit 18e94d7bca
1 changed files with 37 additions and 40 deletions
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77
mis_template_financial_report/data/mis_report_kpi.xml
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@@ -1,17 +1,5 @@
<odoo>
<record id="kpi_loss" model="mis.report.kpi">
<field name="name">loss</field>
<field name="description">Loss</field>
<field name="expression">balp[('account_type', 'like', 'expense%')][]</field>
<field name="auto_expand_accounts">true</field>
<field name="auto_expand_accounts_style_id" ref="style_details" />
<field name="style_id" ref="style_header" />
<field name="type">num</field>
<field name="compare_method">diff</field>
<field name="accumulation_method">sum</field>
<field name="sequence">100</field>
<field name="report_id" ref="report_pl" />
</record>
<!-- profit & loss -->
<record id="kpi_profit" model="mis.report.kpi">
<field name="name">profit</field>
<field name="description">Profit</field>
@@ -28,8 +16,20 @@
<field name="report_id" ref="report_pl" />
<field name="split_after" eval="True" />
</record>
<record id="kpi_loss" model="mis.report.kpi">
<field name="name">loss</field>
<field name="description">Loss</field>
<field name="expression">balp[('account_type', 'like', 'expense%')][]</field>
<field name="auto_expand_accounts">true</field>
<field name="auto_expand_accounts_style_id" ref="style_details" />
<field name="style_id" ref="style_header" />
<field name="type">num</field>
<field name="compare_method">diff</field>
<field name="accumulation_method">sum</field>
<field name="sequence">100</field>
<field name="report_id" ref="report_pl" />
</record>
<record id="kpi_pl_to_report" model="mis.report.kpi">
<field name="id">3</field>
<field name="name">pl_to_report</field>
<field name="description">Profit or loss to report</field>
<field name="expression">profit - loss</field>
@@ -41,8 +41,22 @@
<field name="sequence">101</field>
<field name="report_id" ref="report_pl" />
</record>
<!-- balance sheet -->
<record id="kpi_assets" model="mis.report.kpi">
<field name="name">assets</field>
<field name="description">Assets</field>
<field name="expression">bale[('account_type', 'like', 'asset%')][]</field>
<field name="auto_expand_accounts">true</field>
<field name="auto_expand_accounts_style_id" ref="style_details" />
<field name="style_id" ref="style_header" />
<field name="type">num</field>
<field name="compare_method">diff</field>
<field name="accumulation_method">sum</field>
<field name="sequence">0</field>
<field name="report_id" ref="report_bs" />
<field name="split_after" eval="True" />
</record>
<record id="kpi_liability_total" model="mis.report.kpi">
<field name="id">8</field>
<field name="name">liability_header</field>
<field name="description">Liability</field>
<field name="expression">liability + subreport_pl.pl_to_report</field>
@@ -54,21 +68,7 @@
<field name="sequence">100</field>
<field name="report_id" ref="report_bs" />
</record>
<record id="kpi_liability_pl_subreport" model="mis.report.kpi">
<field name="id">7</field>
<field name="name">pl</field>
<field name="description">Profit / Loss</field>
<field name="expression">subreport_pl.pl_to_report</field>
<field name="auto_expand_accounts">false</field>
<field name="style_id" ref="style_header_indent" />
<field name="type">num</field>
<field name="compare_method">pct</field>
<field name="accumulation_method">sum</field>
<field name="sequence">102</field>
<field name="report_id" ref="report_bs" />
</record>
<record id="kpi_liability" model="mis.report.kpi">
<field name="id">5</field>
<field name="name">liability</field>
<field name="description">Liabilities</field>
<field
@@ -83,19 +83,16 @@
<field name="sequence">101</field>
<field name="report_id" ref="report_bs" />
</record>
<record id="kpi_assets" model="mis.report.kpi">
<field name="id">4</field>
<field name="name">assets</field>
<field name="description">Assets</field>
<field name="expression">bale[('account_type', 'like', 'asset%')][]</field>
<field name="auto_expand_accounts">true</field>
<field name="auto_expand_accounts_style_id" ref="style_details" />
<field name="style_id" ref="style_header" />
<record id="kpi_liability_pl_subreport" model="mis.report.kpi">
<field name="name">pl</field>
<field name="description">Profit / Loss</field>
<field name="expression">subreport_pl.pl_to_report</field>
<field name="auto_expand_accounts">false</field>
<field name="style_id" ref="style_header_indent" />
<field name="type">num</field>
<field name="compare_method">diff</field>
<field name="compare_method">pct</field>
<field name="accumulation_method">sum</field>
<field name="sequence">0</field>
<field name="sequence">102</field>
<field name="report_id" ref="report_bs" />
<field name="split_after" eval="True" />
</record>
</odoo>