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88 changes: 88 additions & 0 deletions mis_builder_wizard_export_xlsx/README.rst
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==============================
Mis Builder Wizard Export Xlsx
==============================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:7d619af62e93a1182c42c86d76e37a8fceec986f794aaa8b79b32d69062fc8c5
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.. |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%2Fmis--builder--contrib-lightgray.png?logo=github
:target: https://github.com/OCA/mis-builder-contrib/tree/16.0/mis_builder_wizard_export_xlsx
:alt: OCA/mis-builder-contrib
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/mis-builder-contrib-16-0/mis-builder-contrib-16-0-mis_builder_wizard_export_xlsx
: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/mis-builder-contrib&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This modules allows user to add some options when exporting some MIS
reports to xlsx:

- Generate multiple reports as sheets in one xlsx.
- Selecting custom pivot dates for each report.
- Computing one report for multiple companies but having one sheet per
company as if we executed multiple times the export.

**Table of contents**

.. contents::
:local:

Usage
=====

Action 'Custom Export XLS' in ``Accounting>Reporting>MIS Reports`` to
open the wizard to export to xlsx.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/mis-builder-contrib/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/mis-builder-contrib/issues/new?body=module:%20mis_builder_wizard_export_xlsx%0Aversion:%2016.0%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
-------

* ACSONE SA/NV

Contributors
------------

- Zina Rasoamanana zina.rasoamanana@acsone.eu (https://www.acsone.eu/)

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.

This module is part of the `OCA/mis-builder-contrib <https://github.com/OCA/mis-builder-contrib/tree/16.0/mis_builder_wizard_export_xlsx>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions mis_builder_wizard_export_xlsx/__init__.py
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from . import models
from . import wizards
21 changes: 21 additions & 0 deletions mis_builder_wizard_export_xlsx/__manifest__.py
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# Copyright 2025 ACSONE SA/NV
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Mis Builder Wizard Export Xlsx",
"summary": """
Wizard to select various options when exporting a mis report as xlsx""",
"version": "16.0.1.0.0",
"license": "AGPL-3",
"author": "ACSONE SA/NV,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/mis-builder-contrib",
"depends": [
"mis_builder",
],
"data": [
"security/mis_builder_custom_export_xls_wizard.xml",
"security/mis_builder_custom_export_xls_wizard_line.xml",
"wizards/mis_builder_custom_export_xls_wizard.xml",
],
"demo": [],
}
2 changes: 2 additions & 0 deletions mis_builder_wizard_export_xlsx/models/__init__.py
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from . import mis_report_instance
from . import report_mis_builder_mis_report_instance_xlsx
27 changes: 27 additions & 0 deletions mis_builder_wizard_export_xlsx/models/mis_report_instance.py
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# Copyright 2025 ACSONE SA/NV
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import models


class MisReportInstance(models.Model):

_inherit = "mis.report.instance"

def open_wizard_custom_export_xls(self):
return self.env["ir.actions.act_window"]._for_xml_id(
"mis_builder_wizard_export_xlsx.mis_builder_custom_export_xls_wizard_act_window"
)

def _compute_pivot_date(self):
ret = super()._compute_pivot_date()
report_id_by_pivot_date = self.env.context.get(
"mis_builder_xls_report_id_by_pivot_date"
)
if report_id_by_pivot_date:
for rec in self:
pivot_date = report_id_by_pivot_date.get(str(rec.id))
if pivot_date:
rec.pivot_date = pivot_date

return ret
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# Copyright 2025 ACSONE SA/NV
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import models


class MisBuilderXlsx(models.AbstractModel):

_inherit = "report.mis_builder.mis_report_instance_xlsx"

def generate_xlsx_report(self, workbook, data, objects):
company_ids = self.env.context.get("mis_builder_xls_custom_company_ids")
if company_ids:
if self.env.context.get("mis_builder_xls_company_by_company"):
for company_id in company_ids:
res = super().generate_xlsx_report(
workbook,
data,
objects.with_context(**{"allowed_company_ids": [company_id]}),
)
else:
res = super().generate_xlsx_report(
workbook,
data,
objects.with_context(**{"allowed_company_ids": company_ids}),
)
else:
res = super().generate_xlsx_report(workbook, data, objects)

return res
1 change: 1 addition & 0 deletions mis_builder_wizard_export_xlsx/readme/CONTRIBUTORS.md
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- Zina Rasoamanana <zina.rasoamanana@acsone.eu> (https://www.acsone.eu/)
4 changes: 4 additions & 0 deletions mis_builder_wizard_export_xlsx/readme/DESCRIPTION.md
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This modules allows user to add some options when exporting some MIS reports to xlsx:
- Generate multiple reports as sheets in one xlsx.
- Selecting custom pivot dates for each report.
- Computing one report for multiple companies but having one sheet per company as if we executed multiple times the export.
1 change: 1 addition & 0 deletions mis_builder_wizard_export_xlsx/readme/USAGE.md
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Action 'Custom Export XLS' in `Accounting>Reporting>MIS Reports` to open the wizard to export to xlsx.
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 ACSONE SA/NV
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
<odoo>

<record model="ir.model.access" id="mis_builder_custom_export_xls_wizard_access">
<field name="name">mis.builder.custom.export.xls.wizard access</field>
<field name="model_id" ref="model_mis_builder_custom_export_xls_wizard" />
<field name="group_id" ref="base.group_user" />
<field name="perm_read" eval="1" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
</record>

</odoo>
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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 ACSONE SA/NV
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
<odoo>

<record
model="ir.model.access"
id="mis_builder_custom_export_xls_wizard_line_access"
>
<field name="name">mis.builder.custom.export.xls.wizard.line access</field>
<field name="model_id" ref="model_mis_builder_custom_export_xls_wizard_line" />
<field name="group_id" ref="base.group_user" />
<field name="perm_read" eval="1" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
</record>

</odoo>
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