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[ADD] mis_builder_custom_reports: add new module
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‎mis_builder_custom_reports/README.rst

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==========================
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MIS Builder Custom Reports
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==========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c309fd02cb551b03bdcd5e50d341d3f242b34340e8e2e2af9ae7e4ecd3b411c9
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-Escodoo%2Faccount--addons-lightgray.png?logo=github
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:target: https://github.com/Escodoo/account-addons/tree/14.0/mis_builder_custom_reports
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:alt: Escodoo/account-addons
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|badge1| |badge2| |badge3|
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This module includes some changes in MIS Builder Reports.
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- Exclude KPIs with name `check` when export to PDF.
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- Change KPI description from Profit to Loss when the sum of the row is negative.
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- Add custom header and footer to MIS Builder PDF Report.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module, you need to:
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- Create KPIs for checking results using the name `check`, this KPIs will be invisible when export to PDF.
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- Check the "Is Profit or Loss?" field.
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- Fill the description with the key word `Lucro` (Profit).
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- This word will change to `Prejuizo` (Loss) when the sum of the row is negative.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/Escodoo/account-addons/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/Escodoo/account-addons/issues/new?body=module:%20mis_builder_custom_reports%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Escodoo
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Contributors
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~~~~~~~~~~~~
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* `Escodoo <https://www.escodoo.com.br>`_:
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* Marcel Savegnago <[email protected]>
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* Wesley Oliveira <[email protected]>
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Maintainers
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~~~~~~~~~~~
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This module is part of the `Escodoo/account-addons <https://github.com/Escodoo/account-addons/tree/14.0/mis_builder_custom_reports>`_ project on GitHub.
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You are welcome to contribute.

‎mis_builder_custom_reports/__init__.py

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from . import models

‎mis_builder_custom_reports/__manifest__.py

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# Copyright 2024 - TODAY, Escodoo
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "MIS Builder Custom Reports",
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"summary": """
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MIS Builder Custom Reports""",
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"version": "14.0.1.0.0",
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"license": "AGPL-3",
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"author": "Escodoo",
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"website": "https://github.com/Escodoo/account-addons",
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"depends": ["mis_builder"],
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"data": [
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"views/mis_report.xml",
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"report/mis_report_instance_qweb.xml",
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],
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"demo": [],
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}

‎mis_builder_custom_reports/i18n/pt_BR.po

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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * mis_builder_custom_reports
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 14.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-11-08 20:40+0000\n"
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"PO-Revision-Date: 2024-11-08 20:40+0000\n"
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"Last-Translator: Wesley Oliveira, 2024"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: mis_builder_custom_reports
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#: model_terms:ir.ui.view,arch_db:mis_builder_custom_reports.report_mis_report_instance
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msgid "<span>(In thousands of reais - R$)</span>"
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msgstr "<span>(Em milhares de reais - R$)</span>"
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#. module: mis_builder_custom_reports
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#: model:ir.model.fields,field_description:mis_builder_custom_reports.field_mis_report_kpi__display_name
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msgid "Display Name"
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msgstr "Exibir Nome"
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#. module: mis_builder_custom_reports
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#: model:ir.model.fields,field_description:mis_builder_custom_reports.field_mis_report_kpi__id
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msgid "ID"
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msgstr ""
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#. module: mis_builder_custom_reports
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#: model:ir.model.fields,field_description:mis_builder_custom_reports.field_mis_report_kpi__is_profit_loss
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msgid "Is Profit or Loss?"
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msgstr "É Lucro ou Prejuizo?"
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#. module: mis_builder_custom_reports
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#: model:ir.model.fields,field_description:mis_builder_custom_reports.field_mis_report_kpi____last_update
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msgid "Last Modified on"
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msgstr "Última atualização em"
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#. module: mis_builder_custom_reports
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#: model_terms:ir.ui.view,arch_db:mis_builder_custom_reports.report_mis_report_instance
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msgid "Logo"
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msgstr ""
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#. module: mis_builder_custom_reports
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#: model:ir.model,name:mis_builder_custom_reports.model_mis_report_kpi
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msgid "MIS Report KPI"
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msgstr "Relatório KPI"

‎mis_builder_custom_reports/models/__init__.py

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from . import kpimatrix
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from . import mis_report

‎mis_builder_custom_reports/models/kpimatrix.py

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# Copyright 2024 - TODAY, Wesley Oliveira <[email protected]>
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo.addons.mis_builder.models.kpimatrix import KpiMatrixRow
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def sum_row(self):
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cells = self.iter_cells()
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total = 0
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for cell in cells:
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if cell and cell.val not in (None, "AccountingNone"):
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total += float(cell.val)
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return total
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@property
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def custom_label(self):
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label = self.kpi.description
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if self.account_id:
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label = self._matrix.get_account_name(self.account_id)
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if self.sum_row() < 0 and self.kpi.is_profit_loss:
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return label.replace("Lucro", "Prejuízo")
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return label
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KpiMatrixRow.sum_row = sum_row
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KpiMatrixRow.label = custom_label

‎mis_builder_custom_reports/models/mis_report.py

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# Copyright 2024 - TODAY, Wesley Oliveira <[email protected]>
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import fields, models
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class MisReportKpi(models.Model):
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_inherit = "mis.report.kpi"
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is_profit_loss = fields.Boolean(string="Is Profit or Loss?", default=False)

‎mis_builder_custom_reports/readme/CONTRIBUTORS.rst

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* `Escodoo <https://www.escodoo.com.br>`_:
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* Marcel Savegnago <[email protected]>
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* Wesley Oliveira <[email protected]>

‎mis_builder_custom_reports/readme/DESCRIPTION.rst

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This module includes some changes in MIS Builder Reports.
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- Exclude KPIs with name `check` when export to PDF.
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- Change KPI description from Profit to Loss when the sum of the row is negative.
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- Add custom header and footer to MIS Builder PDF Report.

‎mis_builder_custom_reports/readme/USAGE.rst

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To use this module, you need to:
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- Create KPIs for checking results using the name `check`, this KPIs will be invisible when export to PDF.
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- Check the "Is Profit or Loss?" field.
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- Fill the description with the key word `Lucro` (Profit).
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- This word will change to `Prejuizo` (Loss) when the sum of the row is negative.

‎mis_builder_custom_reports/report/mis_report_instance_qweb.xml

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<?xml version="1.0" encoding="UTF-8" ?>
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<!-- Copyright 2024 - TODAY, Wesley Oliveira <[email protected]>
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License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
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<odoo>
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<template
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id="assets_report"
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name="mis_builder_custom_reports"
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inherit_id="web.report_assets_common"
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>
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<xpath expr="." position="inside">
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<link
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href="/mis_builder_custom_reports/static/src/css/report.css"
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rel="stylesheet"
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/>
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</xpath>
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</template>
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<template
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id="report_mis_report_instance"
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inherit_id="mis_builder.report_mis_report_instance"
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>
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<xpath expr="//t[@t-call='web.internal_layout']" position="attributes">
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<attribute name="t-call">web.basic_layout</attribute>
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</xpath>
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<xpath expr="//div[@class='page']" position="before">
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<t t-set="company_id" t-value="o.query_company_ids[0]" />
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<div
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t-attf-class="header o_company_#{company_id.id}_layout"
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t-att-style="report_header_style"
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>
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<div class="row mb-3">
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<div class="col-3">
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<t t-set="company_id" t-value="o.query_company_ids[0]" />
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<img
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t-if="company_id.logo"
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t-att-src="image_data_uri(company_id.logo)"
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style="max-height: 45px; border-right: 1px solid gray;"
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alt="Logo"
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/>
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</div>
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</div>
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<div class="row">
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<div class="col-12">
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<span
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style="text-decoration: underline; text-transform: uppercase;"
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t-field="company_id.legal_name"
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/>
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</div>
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</div>
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<div class="row">
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<div class="col-12">
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<span
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style="text-transform: uppercase;"
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t-field="o.description"
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/>
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</div>
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</div>
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<div class="row">
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<div class="col-12">
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<span>(In thousands of reais - R$)</span>
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</div>
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</div>
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<div
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t-if="company_id.logo or company_id.report_header"
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class="row zero_min_height"
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>
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<div class="col-12">
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<div style="border-bottom: 1px solid black;" />
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</div>
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</div>
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</div>
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</xpath>
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<xpath expr="//div[@class='page']/h3" position="replace">
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<h3 />
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</xpath>
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<xpath
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expr="//div[hasclass('mis_tbody')]/t[@t-as='row']/div[hasclass('mis_row')]"
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position="attributes"
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>
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<attribute name="t-if">
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not ((row.style_props.hide_empty and row.is_empty())
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or row.style_props.hide_always) and row.row_id != "check"
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</attribute>
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</xpath>
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<xpath expr="//div[@class='page']/h3" position="after">
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<div
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t-attf-class="footer o_standard_footer o_company_#{company_id.id}_layout"
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>
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<div class="row">
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<div class="col-12">
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<span
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style="text-decoration: underline; text-transform: uppercase;"
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t-field="company_id.legal_name"
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/>
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</div>
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</div>
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<div class="row">
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<div class="col-12" name="company_address">
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<span t-field="company_id.partner_id.street_name" />,
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<span t-field="company_id.partner_id.street_number" />,
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<t t-if="company_id.partner_id.street2">
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<span t-field="company_id.partner_id.street2" />,
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</t>
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<span t-field="company_id.partner_id.district" />,
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<span t-field="company_id.partner_id.zip" />,
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<span t-field="company_id.partner_id.city_id.name" /> -
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<span t-field="company_id.partner_id.state_id.name" />,
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<span t-field="company_id.partner_id.country_id.name" />
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</div>
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</div>
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</div>
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</xpath>
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</template>
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</odoo>

‎mis_builder_custom_reports/static/description/icon.png

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