[18.0][ADD] report_builder & report_builder_account

report_builder/README.rst

@@ -0,0 +1,99 @@
+==============
+Report Builder
+==============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f45b4a6b59a17fad4d9603c51083eb77b9b988b216b103b3600394c638819ffb
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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%2Freporting--engine-lightgray.png?logo=github
+    :target: https://github.com/OCA/reporting-engine/tree/18.0/report_builder
+    :alt: OCA/reporting-engine
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/reporting-engine-18-0/reporting-engine-18-0-report_builder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This modules is a grid-based KPI reporting tool that works across any
+Odoo model — not just accounting. Rows are KPIs defined by readable
+formulas referencing pre-definied KPI computations.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+This module is inspired by mis-builder and shares its goal of grid-based
+KPI reporting. However, it takes a different architectural approach:
+rather than being tightly coupled to accounting, it is designed to be
+pluggable on any Odoo model through small glue modules.
+
+A migration path from mis-builder is planned but not yet available. Both
+modules can coexist in the meantime.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20report_builder%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Dixmit
+
+Contributors
+------------
+
+- `Dixmit <https://www.dixmit.com>`__
+
+  - Enric Tobella
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
+    :target: https://github.com/etobella
+    :alt: etobella
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-etobella| 
+
+This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/18.0/report_builder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

report_builder/__init__.py

@@ -0,0 +1 @@
+from . import models

report_builder/__manifest__.py

@@ -0,0 +1,37 @@
+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Report Builder",
+    "summary": """Allow to generate dynamic reports easily in Odoo""",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Dixmit,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/reporting-engine",
+    "depends": [
+        "board",
+        "date_range",
+        "report_xlsx",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/menu.xml",
+        "views/report_instance.xml",
+        "views/report_instance_column.xml",
+        "views/report_template.xml",
+        "views/report_template_kpi.xml",
+        "views/report_style.xml",
+    ],
+    "demo": [],
+    "assets": {
+        "web.assets_backend": [
+            "report_builder/static/src/components/**/*.esm.js",
+            "report_builder/static/src/components/**/*.xml",
+            "report_builder/static/src/components/**/*.scss",
+        ],
+        "web.assets_unit_tests": [
+            "report_builder/static/tests/**/*.test.js",
+        ],
+    },
+    "maintainers": ["etobella"],
+}

report_builder/models/__init__.py

@@ -0,0 +1,7 @@
+from . import report_template
+from . import report_instance
+from . import report_template_kpi
+from . import report_template_kpi_item
+from . import report_template_kpi_query_kind
+from . import report_style
+from . import report_instance_column

report_builder/models/report_instance.py

@@ -0,0 +1,106 @@
+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+from odoo import api, fields, models
+
+
+class ReportInstance(models.Model):
+    _name = "report.instance"
+    _description = "Instance of Report"
+
+    name = fields.Char(required=True)
+    template_id = fields.Many2one("report.template", required=True)
+    source = fields.Selection(related="template_id.source", store=True)
+    show_search_bar = fields.Boolean(default=False)
+    search_view_id = fields.Many2one(related="template_id.search_view_id")
+    search_res_model = fields.Char(related="template_id.search_model_id.model")
+    show_settings = fields.Boolean(default=True)
+    show_pivot_date = fields.Boolean(default=True)
+    base_date = fields.Date()
+    currency_id = fields.Many2one(
+        "res.currency",
+        required=True,
+        default=lambda self: self.env.company.currency_id,
+    )
+
+    data = fields.Json(compute="_compute_data")
+    column_ids = fields.One2many(
+        "report.instance.column",
+        "instance_id",
+    )
+    active = fields.Boolean(default=True)
+
+    @api.depends("template_id", "column_ids")
+    def _compute_data(self):
+        for record in self:
+            record.data = record._get_data()
+
+    def _get_data(self):
+        rows = []
+        style = self.template_id.style_id._get_style()
+        for kpi in self.template_id.kpi_ids:
+            kpi_style, kpi_parameters = kpi.style_id._get_style_css(style)
+            rows.append(
+                {
+                    "id": kpi.id,
+                    "name": kpi.name,
+                    "is_currency": kpi.is_currency,
+                    "style": kpi_style,
+                    "parameters": kpi_parameters,
+                }
+            )
+        columns = self.column_ids._get_data()
+        return {
+            "date": fields.Date.to_string(self.base_date or fields.Date.today()),
+            "rows": rows,
+            "columns": columns,
+        }
+
+    def process_information(self, pivot_date, domain=None):
+        self.ensure_one()
+        cols = self.column_ids._get_data(fields.Date.from_string(pivot_date))
+        kpi_data = {}
+        self.template_id.kpi_ids._process_information(
+            cols, kpi_data, domain=domain, **self._extra_process_keys()
+        )
+        return kpi_data
+
+    def _extra_process_keys(self):
+        """
+        This method can be overridden in subclasses to provide extra keys
+        for the _process_information method.
+        """
+        return {}
+
+    def view_report_instance(self):
+        self.ensure_one()
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "report_builder.report_instance_view_act_window"
+        )
+        action.update({"res_id": self.id})
+        return action
+
+    def get_display_settings_action(self):
+        self.ensure_one()
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "report_builder.report_instance_act_window"
+        )
+        action.update(
+            {
+                "res_id": self.id,
+                "view_mode": "form",
+                "views": [view for view in action["views"] if view[1] == "form"],
+            }
+        )
+        return action
+
+    def get_pdf_report_action(self, pivot_date, domain=None):
+        # TODO: implement the method to return the action for PDF report generation
+        self.ensure_one()
+        return {}
+
+    def get_xlsx_report_action(self, pivot_date, domain=None):
+        # TODO: implement the method to return the action for XLSX report generation
+        self.ensure_one()
+        return {}

report_builder/models/report_instance_column.py

@@ -0,0 +1,104 @@
+# Copyright 2025 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models
+
+
+class ReportInstanceColumn(models.Model):
+    _name = "report.instance.column"
+    _description = "Report Instance Column"  # TODO
+
+    name = fields.Char(required=True)
+    instance_id = fields.Many2one("report.instance", required=True)
+    mode = fields.Selection(
+        [
+            ("date", "Fixed Date"),
+            ("relative", "Relative to Base Date"),
+        ],
+        default="relative",
+    )
+    date_from = fields.Date()
+    date_to = fields.Date()
+    date_type = fields.Selection(
+        [
+            ("days", "Day"),
+            ("weeks", "Week"),
+            ("months", "Month"),
+            ("years", "Year"),
+        ],
+        default="months",
+        string="Period type",
+    )
+    duration_type = fields.Selection(
+        [
+            ("days", "Day"),
+            ("weeks", "Week"),
+            ("months", "Month"),
+            ("years", "Year"),
+        ],
+        default="months",
+    )
+    is_ytd = fields.Boolean(
+        default=False,
+        string="Year to date",
+        help="Forces the start date to Jan 1st of the relevant year",
+    )
+    offset = fields.Integer(help="Offset from current period", default=-1)
+    duration = fields.Integer(help="Number of periods", default=1)
+    compute_date_from = fields.Date(
+        compute="_compute_compute_date",
+    )
+    compute_date_to = fields.Date(
+        compute="_compute_compute_date",
+    )
+    sequence = fields.Integer(
+        default=10,
+    )
+
+    @api.depends(
+        "instance_id.base_date",
+        "date_type",
+        "date_from",
+        "date_to",
+        "mode",
+        "is_ytd",
+        "offset",
+        "duration",
+        "duration_type",
+    )
+    def _compute_compute_date(self):
+        for record in self:
+            record.compute_date_from, record.compute_date_to = (
+                record._get_compute_date()
+            )
+
+    def _get_compute_date(self, pivot_date=None):
+        if self.mode == "date":
+            return self.date_from, self.date_to
+        elif self.mode == "relative":
+            compute_date_from = (
+                pivot_date or self.instance_id.base_date or fields.Date.today()
+            ) + relativedelta(**{self.date_type: self.offset})
+            compute_date_to = compute_date_from + relativedelta(
+                **{self.duration_type: self.duration}
+            )
+            if self.is_ytd:
+                compute_date_from = compute_date_from.replace(month=1, day=1)
+            return compute_date_from, compute_date_to
+
+    def _get_data(self, pivot_date=None):
+        columns = []
+        for column in self:
+            date_from, date_to = column._get_compute_date(pivot_date)
+            columns.append(
+                {
+                    "id": column.id,
+                    "name": column.name,
+                    "mode": column.mode,
+                    "date_from": fields.Date.to_string(date_from),
+                    "date_to": fields.Date.to_string(date_to),
+                }
+            )
+        return columns