mis-builder/mis_builder/views/mis_report_instance.xml

<?xml version="1.0" encoding="UTF-8" ?>
<flectra>
    <template id="assets_backend" name="mis_builder" inherit_id="web.assets_backend">
        <xpath expr="." position="inside">
            <link rel="stylesheet" href="/mis_builder/static/src/css/custom.css" />
            <script
                type="text/javascript"
                src="/mis_builder/static/src/js/mis_report_widget.js"
            />
        </xpath>
    </template>
    <record model="ir.ui.view" id="mis_report_instance_result_view_form">
        <field name="name">mis.report.instance.result.view.form</field>
        <field name="model">mis.report.instance</field>
        <field name="priority" eval="20 " />
        <field name="arch" type="xml">
            <form string="MIS Report Result" edit="false" create="false" delete="false">
                <group colspan="4">
                    <field name="id" widget="mis_report_widget" nolabel="1" />
                </group>
            </form>
        </field>
    </record>
    <record model="ir.ui.view" id="mis_report_instance_view_tree">
        <field name="name">mis.report.instance.view.tree</field>
        <field name="model">mis.report.instance</field>
        <field name="arch" type="xml">
            <tree string="MIS Report Instances">
                <button
                    type="object"
                    name="preview"
                    string="Preview"
                    icon="fa-search"
                />
                <button type="object" name="print_pdf" string="Print" icon="fa-print" />
                <button
                    type="object"
                    name="export_xls"
                    string="Export"
                    icon="fa-download"
                />
                <field name="name" />
                <field name="report_id" string="Template" />
                <field name="company_id" groups="base.group_multi_company" />
                <field name="multi_company" groups="base.group_multi_company" />
                <field name="currency_id" groups="base.group_multi_currency" />
                <field name="target_move" />
                <field name="pivot_date" />
            </tree>
        </field>
    </record>
    <record model="ir.ui.view" id="mis_report_instance_view_form">
        <field name="name">mis.report.instance.view.form</field>
        <field name="model">mis.report.instance</field>
        <field name="priority" eval="15" />
        <field name="arch" type="xml">
            <form string="MIS Report Instance">
                <sheet>
                    <field name="temporary" invisible="1" />
                    <div class="oe_read_only oe_right oe_button_box" name="buttons">
                        <button
                            type="object"
                            name="preview"
                            string="Preview"
                            icon="fa-search"
                        />
                        <button
                            type="object"
                            name="print_pdf"
                            string="Print"
                            icon="fa-print"
                        />
                        <button
                            type="object"
                            name="export_xls"
                            string="Export"
                            icon="fa-download"
                        />
                        <button
                            type="action"
                            name="%(mis_report_instance_add_to_dashboard_action)d"
                            string="Add to dashboard"
                            icon="fa-plus"
                            attrs="{'invisible': [('temporary', '=', True)]}"
                        />
                        <button
                            type="object"
                            name="save_report"
                            string="Save"
                            icon="fa-save"
                            attrs="{'invisible': [('temporary', '=', False)]}"
                        />
                    </div>
                    <div class="oe_title">
                        <div class="oe_edit_only">
                            <label for="name" />
                        </div>
                        <h1>
                            <field name="name" placeholder="Name" />
                        </h1>
                        <field name="description" />
                    </div>
                    <group>
                        <group>
                            <field name="report_id" string="Template" />
                            <field
                                name="currency_id"
                                groups="base.group_multi_currency"
                            />
                            <field name="comparison_mode" />
                        </group>
                        <group>
                            <group
                                name="simple_mode"
                                attrs="{'invisible': [('comparison_mode', '=', True)]}"
                                colspan="4"
                            >
                                <field name="date_range_id" />
                                <field
                                    name="date_from"
                                    attrs="{'required': [('comparison_mode', '=', False)]}"
                                />
                                <field
                                    name="date_to"
                                    attrs="{'required': [('comparison_mode', '=', False)]}"
                                />
                            </group>
                        </group>
                    </group>
                    <notebook>
                        <page
                            string="Columns"
                            attrs="{'invisible': [('comparison_mode', '=', False)]}"
                        >
                            <group>
                                <group>
                                    <field name="date" />
                                </group>
                                <group>

                                </group>
                                <field
                                    name="period_ids"
                                    nolabel="1"
                                    colspan="4"
                                    attrs="{'required': [('comparison_mode', '=', True)]}"
                                    context="{'default_report_instance_id': id}"
                                >
                                    <tree decoration-danger="not valid">
                                        <field name="sequence" widget="handle" />
                                        <field name="name" />
                                        <field name="source" />
                                        <field name="date_from" />
                                        <field name="date_to" />
                                        <field name="valid" invisible="1" />
                                    </tree>
                                </field>
                            </group>
                        </page>
                        <page string="Filters">
                            <group name="filters">
                                <field name="target_move" widget="radio" />
                                <field
                                    name="company_id"
                                    groups="base.group_multi_company"
                                />
                                <field
                                    name="multi_company"
                                    groups="base.group_multi_company"
                                />
                                <field
                                    name="company_ids"
                                    groups="base.group_multi_company"
                                    widget="many2many_tags"
                                    domain="[('id', 'child_of', company_id)]"
                                    attrs="{'invisible': [('multi_company', '=', False)]}"
                                />
                                <field
                                    name="analytic_account_id"
                                    groups="analytic.group_analytic_accounting"
                                />
                                <field
                                    name="analytic_group_id"
                                    groups="analytic.group_analytic_accounting"
                                />
                                <field
                                    name="analytic_tag_ids"
                                    groups="analytic.group_analytic_tags"
                                    widget="many2many_tags"
                                />
                            </group>
                        </page>
                        <page string="Layout">
                            <group name="layout">
                                <field name="landscape_pdf" />
                                <field name="no_auto_expand_accounts" />
                                <field name="display_columns_description" />
                                <field name="hide_analytic_filters" />
                            </group>
                        </page>
                    </notebook>
                </sheet>
            </form>
        </field>
    </record>
    <record model="ir.actions.act_window" id="mis_report_instance_view_action">
        <field name="name">MIS Reports</field>
        <field name="view_id" ref="mis_report_instance_view_tree" />
        <field name="res_model">mis.report.instance</field>
        <field name="view_mode">tree,form</field>
        <field name="domain">[('temporary', '=', False)]</field>
    </record>
    <menuitem
        id="mis_report_finance_menu"
        parent="account.menu_finance_reports"
        name="MIS Reporting"
        sequence="101"
    />
    <menuitem
        id="mis_report_instance_view_menu"
        parent="mis_report_finance_menu"
        name="MIS Reports"
        action="mis_report_instance_view_action"
        sequence="10"
    />
    <record id="wizard_mis_report_instance_view_form" model="ir.ui.view">
        <field name="model">mis.report.instance</field>
        <field name="inherit_id" ref="mis_builder.mis_report_instance_view_form" />
        <field name="mode">primary</field>
        <field name="arch" type="xml">
            <field name="name" position="attributes">
                <attribute name="readonly">1</attribute>
            </field>
            <label for="name" position="replace" />
            <field name="report_id" position="attributes">
                <attribute name="invisible">1</attribute>
            </field>
            <div name="buttons" position="attributes">
                <attribute name="invisible">1</attribute>
            </div>
            <sheet position="after">
                <footer>
                    <button
                        type="object"
                        name="save_report"
                        string="Save"
                        icon="fa-save"
                    />
                    <button
                        type="object"
                        name="preview"
                        string="Preview"
                        icon="fa-search"
                    />
                    <button
                        type="object"
                        name="print_pdf"
                        string="Print"
                        icon="fa-print"
                    />
                    <button
                        type="object"
                        name="export_xls"
                        string="Export"
                        icon="fa-download"
                    />
                    or
                    <button string="Cancel" class="oe_link" special="cancel" />
                </footer>
            </sheet>
        </field>
    </record>
    <record model="ir.actions.act_window" id="last_mis_report_instance_view_action">
        <field name="name">Last Reports Generated</field>
        <field name="view_id" ref="mis_report_instance_view_tree" />
        <field name="res_model">mis.report.instance</field>
        <field name="view_mode">tree,form</field>
        <field name="domain">[('temporary', '=', True)]</field>
    </record>
    <menuitem
        id="last_wizard_mis_report_instance_view_menu"
        parent="mis_report_finance_menu"
        name="Last Reports Generated"
        action="last_mis_report_instance_view_action"
        sequence="20"
    />
    <record model="ir.ui.view" id="mis_report_instance_period_view_form">
        <field name="model">mis.report.instance.period</field>
        <field name="priority" eval="16" />
        <field name="arch" type="xml">
            <form>
                <group col="4">
                    <field name="name" placeholder="Name" />
                    <field
                        name="subkpi_ids"
                        domain="[('report_id', '=', parent.report_id)]"
                        widget="many2many_tags"
                        options="{'no_create': True}"
                    />
                    <field name="valid" invisible="1" />
                    <field
                        name="report_instance_id"
                        invisible="1"
                        attrs="{'required': [('id', '!=', False)]}"
                    />
                    <field name="report_id" invisible="1" />
                    <field name="id" invisible="1" />
                </group>
                <group string="Source" col="4">
                    <group colspan="2" name="source">
                        <field name="source" />
                    </group>
                    <group col="2" colspan="2" name="source_data">
                        <field
                            name="source_aml_model_id"
                            attrs="{'invisible': [('source', '!=', 'actuals_alt')], 'required': [('source', '==', 'actuals_alt')]}"
                        />
                        <field name="source_aml_model_name" invisible="1" />
                        <field
                            name="source_sumcol_ids"
                            attrs="{'invisible': [('source', '!=', 'sumcol')]}"
                            nolabel="1"
                            colspan="2"
                        >
                            <tree editable="bottom">
                                <field name="sign" />
                                <field
                                    name="period_to_sum_id"
                                    domain="[('report_instance_id', '=', parent.report_instance_id), ('id', '!=', parent.id)]"
                                    options="{'no_create': True, 'no_open': True}"
                                />
                            </tree>
                        </field>
                        <field
                            name="source_sumcol_accdet"
                            attrs="{'invisible': [('source', '!=', 'sumcol')]}"
                        />
                        <field name="allowed_cmpcol_ids" invisible="1" />
                        <field
                            name="source_cmpcol_to_id"
                            attrs="{'invisible': [('source', '!=', 'cmpcol')], 'required': [('source', '=', 'cmpcol')]}"
                            domain="[('id', 'in', allowed_cmpcol_ids)]"
                            options="{'no_create': True, 'no_open': True}"
                        />
                        <field
                            name="source_cmpcol_from_id"
                            attrs="{'invisible': [('source', '!=', 'cmpcol')], 'required': [('source', '=', 'cmpcol')]}"
                            domain="[('id', 'in', allowed_cmpcol_ids)]"
                            options="{'no_create': True, 'no_open': True}"
                        />
                    </group>
                </group>
                <group string="Dates">
                    <group colspan="4">
                        <field name="mode" widget="radio" />
                    </group>
                    <group
                        name="relative"
                        attrs="{'invisible': [('mode', '!=', 'relative')]}"
                        colspan="4"
                    >
                        <group>
                            <field
                                name="type"
                                attrs="{'required': [('mode', '=', 'relative')]}"
                            />
                            <field name="is_ytd" />
                            <field
                                name="date_range_type_id"
                                attrs="{'invisible': [('type', '!=', 'date_range')], 'required': [('type', '=', 'date_range'), ('mode', '=', 'relative')]}"
                            />
                            <field name="offset" />
                            <field name="duration" />
                        </group>
                        <group>
                            <field name="date_from" />
                            <field name="date_to" />
                        </group>
                    </group>
                    <group
                        name="fix"
                        attrs="{'invisible': [('mode', '!=', 'fix')]}"
                        colspan="4"
                    >
                        <group>
                            <field name="date_range_id" />
                        </group>
                        <group>
                            <field
                                name="manual_date_from"
                                attrs="{'required': [('mode', '=', 'fix')]}"
                            />
                            <field
                                name="manual_date_to"
                                attrs="{'required': [('mode', '=', 'fix')]}"
                            />
                        </group>
                    </group>
                </group>
                <group string="Filters">
                    <field name="analytic_account_id" />
                    <field name="analytic_group_id" />
                    <field name="analytic_tag_ids" widget="many2many_tags" />
                </group>
            </form>
        </field>
    </record>
</flectra>