[IMP][16.0] mis_builder: add possibility to dynamically hide a period depending on instance date

mis_builder/models/mis_report_instance.py

@@ -284,6 +284,17 @@ def _compute_dates(self):
         help="A domain to additionally filter move lines considered in this column.",
     )
 
+    hide_period_based_on_instance_date = fields.Boolean(
+        string="Dynamically Hide Column",
+        help="""Hide this column if the pivot date is before the end date.
+        In the case of a column computed from other columns (e.g. compare column),
+        the column is displayed if all subcolumns should be displayed.
+        """,
+        compute="_compute_hide_period_base_on_instance_date",
+        store=True,
+        readonly=False,
+    )
+
     _order = "sequence, id"
 
     _sql_constraints = [
@@ -300,6 +311,14 @@ def _compute_dates(self):
         ),
     ]
 
+    @api.depends("source")
+    def _compute_hide_period_base_on_instance_date(self):
+        for rec in self:
+            # Coluwns with source 'Actuals' or 'Actuals (alternative)'
+            # will be displayed depending on their subcolumns
+            if rec.source in (SRC_CMPCOL, SRC_SUMCOL):
+                rec.hide_period_based_on_instance_date = True
+
     @api.depends("source", "report_instance_id.report_id.move_lines_source")
     def _compute_source_aml_model_id(self):
         for record in self:
@@ -458,6 +477,45 @@ def copy_data(self, default=None):
             ]
         return super().copy_data(default=default)
 
+    def _period_should_be_displayed(self, pivot_date):
+        """
+        Returns true if period should be displayed
+
+         - If the field to dynamically hide period is not set to true,
+           the col is always displayed
+         - If the mode is fix, the period is displayed if the pivot date
+           is before the end
+         - A period with a source 'Acutals' or 'Actuals (alternative)'
+           will always be displayed if the mode is not 'fix'
+         - A period that sums columnns will be displayed if its 'source
+           columns' should be displayed
+         - A period that compares columns will be displayed if its
+           'source columns' should be displayed
+        """
+        self.ensure_one()
+        if not self.hide_period_based_on_instance_date:
+            return True
+
+        if self.mode == MODE_FIX:
+            return not (self.date_to and pivot_date < self.date_to)
+
+        if self.source == SRC_ACTUALS or self.source == SRC_ACTUALS_ALT:
+            return True
+        elif self.source == SRC_SUMCOL:
+            return all(
+                sumcol.period_to_sum_id._period_should_be_displayed(pivot_date)
+                for sumcol in self.source_sumcol_ids
+            )
+        elif self.source == SRC_CMPCOL:
+            return (
+                bool(self.source_cmpcol_from_id)
+                and bool(self.source_cmpcol_to_id)
+                and self.source_cmpcol_from_id._period_should_be_displayed(pivot_date)
+                and self.source_cmpcol_to_id._period_should_be_displayed(pivot_date)
+            )
+        else:
+            return False
+
 
 class MisReportInstance(models.Model):
     """The MIS report instance combines everything to compute
@@ -844,6 +902,11 @@ def _add_column(self, aep, kpi_matrix, period, label, description):
         elif period.source == SRC_CMPCOL:
             return self._add_column_cmpcol(aep, kpi_matrix, period, label, description)
 
+    def _get_periods(self):
+        return self.period_ids.filtered(
+            lambda rec: rec._period_should_be_displayed(self.pivot_date)
+        )
+
     def _compute_matrix(self):
         """Compute a report and return a KpiMatrix.
 
@@ -853,7 +916,8 @@ def _compute_matrix(self):
         self.ensure_one()
         aep = self.report_id._prepare_aep(self.query_company_ids, self.currency_id)
         kpi_matrix = self.report_id.prepare_kpi_matrix(self.multi_company)
-        for period in self.period_ids:
+
+        for period in self._get_periods():
             description = None
             if period.mode == MODE_NONE:
                 pass

mis_builder/tests/test_mis_report_instance.py

@@ -620,6 +620,48 @@ def test_mis_report_analytic_filters(self):
             elif row.kpi.name == "k4":
                 self.assertEqual(vals, [AccountingNone, AccountingNone, 1.0])
 
+    def test_hide_period(self):
+        instance = self.report_instance
+        _, p2 = instance.period_ids
+        p2.hide_period_based_on_instance_date = True
+
+        self.assertTrue(p2.date_to <= instance.pivot_date)
+
+        matrix = instance.compute()
+        periods_header = matrix["header"][0]["cols"]
+        self.assertEqual(len(periods_header), 2)
+
+        # set date to exactly the end of period should keep period
+        instance.write({"date": "2014-12-31"})
+
+        self.assertTrue(p2.date_to <= instance.pivot_date)
+
+        matrix = instance.compute()
+        periods_header = matrix["header"][0]["cols"]
+        self.assertEqual(len(periods_header), 2)
+
+        # set date to a date in period should remove the period
+
+        instance.write({"date": "2014-12-30"})
+
+        self.assertFalse(p2.date_to <= instance.pivot_date)
+
+        matrix = instance.compute()
+        periods_header = matrix["header"][0]["cols"]
+        self.assertEqual(len(periods_header), 1)
+        self.assertEqual(periods_header[0]["label"], "p1")
+
+        # set date before period should also remove the period
+
+        instance.write({"date": "2013-12-30"})
+
+        self.assertFalse(p2.date_to <= instance.pivot_date)
+
+        matrix = instance.compute()
+        periods_header = matrix["header"][0]["cols"]
+        self.assertEqual(len(periods_header), 1)
+        self.assertEqual(periods_header[0]["label"], "p1")
+
     def test_raise_when_unknown_kpi_value_type(self):
         with self.assertRaises(SubKPIUnknownTypeError):
             self.report_instance_2.compute()

mis_builder/views/mis_report_instance.xml

@@ -414,6 +414,11 @@
                         options="{'model': 'source_aml_model_name'}"
                         attrs="{'invisible': [('source_aml_model_name', '=', False)]}"
                     />
+                    <field
+                        name="hide_period_based_on_instance_date"
+                        attrs="{'invisible': ['|',('source','in',('cmpcol','sumcol')), '&amp;',('mode', 'in', ('relative','none')),('source','in',('actuals','actuals_alt'))]}"
+                        force_save="1"
+                    />
                 </group>
             </form>
         </field>