OdooWiki OCA HUB

MIS Builder with PMS Properties

mis_builder_pms folder_open OCA/pms open_in_new
Reporting License: AGPL-3

Introduces the PMS property to MIS Builder report instances.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds a PMS Properties filter to MIS Builder reports, so users can restrict financial report figures to one or more properties and see which properties were used.

This module extends the MIS Builder reporting tool so that reports can be filtered by property (PMS property). On a report instance (the saved report configuration) you get a new 'PMS Properties' field, shown both in the list and the form view, where you can pick one or more properties with tags.

  • When a report instance has properties selected, every period of that report only includes journal items belonging to those properties.
  • Each report period also has its own 'PMS Properties' field, visible only when the period source is 'actuals' or 'actuals_alt'. If you set properties on a period, that period is filtered by them; if the report instance itself has properties, those are applied too.
  • On the report screen, the interactive filter box gains a 'PMS Properties Filter' selector, so you can change the property filter on the fly and the report recalculates.
  • The report header shows a description of the active property filter, for example 'PMS Properties: Property A, Property B', so readers know which properties the numbers cover.

The module touches the report instance and report period models and adds a small backend script for the report widget. It is installed automatically when both MIS Builder and PMS are present.

Depends on

Models and fields (2)
  • mis.report.instance · extends an existing modelpms_property_ids (PMS Properties)
  • mis.report.instance.period · extends an existing modelpms_property_ids (PMS Properties)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 14.0

Set the PMS property in a MIS Builder instance.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.