🚧 Smart Template (under development)

The Smart Template plugin enables Midaz users to easily produce dynamic, data-driven reports using templates in CSV, XML, or HTML formats. It simplifies data management by substituting complicated database queries with user-friendly placeholders, making reporting more straightforward.

By removing the necessity for complex SQL queries and database architectures, the plugin guarantees that generating reports is straightforward, customizable, and scalable.

What can this plugin do?

No matter if you're working with SQL or NoSQL data, you can leverage placeholders, loops, and conditionals to generate structured, high-performance reports with ease.

With the Smart Template, you get:

• Customizable Templates – Define and personalize report structures without modifying the API code.
• Multi-Source Data Integration – Combine datasets from different sources into a single report without manual intervention.
• Dynamic Calculations – Perform real-time calculations during report generation, eliminating rework and extra processing.
• SQL-Free Data Extraction – Retrieve data effortlessly using placeholders instead of writing complex SQL queries.

Key Capabilities

• Placeholder-Based Queries – Templates use placeholders to dynamically pull data from the database. Example: organizations.{id}.legal_document
• Looping & Conditional Logic – Apply advanced expressions like loops (organizations.*.legal_document) and conditionals ({% if organizations.{id}.balance > 1000 %}).
• Asynchronous Processing – Large reports are processed asynchronously, preventing any impact on transactional workloads.
• Flexible Output Formats – Reports are generated in CSV, XML, or HTML, always matching the input template format. For instance, an HTML template produces an HTML report.

Smart Template Usage Examples

Here’s what you can generate with the Smart Template:

• Financial Reports – Track account balances and transaction histories by filtering only completed transactions and calculating accumulated balances per account.
• Asset Inventory – Generate a structured report listing all assets, including ID, name, type, parent organization, and creation date.
• Ledger & Asset Status – Monitor operational health by reporting on ledger statuses and associated assets.

Integrations

Currently, the Smart Template is available for Midaz domains. In the future, you’ll be able to integrate it with additional plugins acting as data sources, such as:

• CRM
• Event Streaming (Webhooks)
• Fee Engine
• Interest Engine
• Bill Payments
• Pix (Brazilian Instant Payment Platform)

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How can I use this plugin?

This plugin is still under development. For more information, contact us .