[13.0][IMP] partner_statement:

* show partner name at the top.
* simplify view logic for `name` and `ref` printing.
* fallback to journal entry `ref` when the journal item has no
  `ref` set.
* little query formatting changes to enhance readability.

[UPD] Update partner_statement.pot

[UPD] README.rst

partner_statement 13.0.1.1.0

Update translation files

Updated by "Update PO files to match POT (msgmerge)" hook in Weblate.

Translation: account-financial-reporting-13.0/account-financial-reporting-13.0-partner_statement
Translate-URL: https://translation.odoo-community.org/projects/account-financial-reporting-13-0/account-financial-reporting-13-0-partner_statement/

partner_statement/README.rst

@@ -113,6 +113,7 @@ Contributors
 
 * Miquel Raïch <miquel.raich@forgeflow.com>
 * Graeme Gellatly <graeme@o4sb.com>
+* Lois Rilo <lois.rilo@forgeflow.com>
 
 Maintainers
 ~~~~~~~~~~~

partner_statement/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     "name": "Partner Statement",
-    "version": "13.0.1.0.0",
+    "version": "13.0.1.1.0",
     "category": "Accounting & Finance",
     "summary": "OCA Financial Reports",
     "author": "ForgeFlow, Odoo Community Association (OCA)",

partner_statement/i18n/ca.po

@@ -84,6 +84,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -375,11 +381,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/de.po

@@ -87,6 +87,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Der Partner hat keine offenen Posten.</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -391,11 +397,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 #, fuzzy

partner_statement/i18n/es.po

@@ -87,6 +87,12 @@ msgstr "<strong>Fecha:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Código Cliente:</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -382,11 +388,6 @@ msgstr "Estado de los pendientes de la cuenta del cliente"
 msgid "Payable"
 msgstr "A pagar"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Pago"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -512,6 +513,9 @@ msgstr "en"
 msgid "or"
 msgstr "o"
 
+#~ msgid "Payment"
+#~ msgstr "Pago"
+
 #~ msgid "report.partner_statement.activity_statement"
 #~ msgstr "report.partner_statement.activity_statement"
 

partner_statement/i18n/es_AR.po

@@ -82,6 +82,12 @@ msgstr "<strong>Fecha:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Código Cliente:</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -196,7 +202,6 @@ msgstr "Creado en"
 
 #. module: partner_statement
 #: code:addons/partner_statement/report/report_statement_common.py:0
-#: code:addons/partner_statement/report/report_statement_common.py:0
 #, python-format
 msgid "Current"
 msgstr "Actual"
@@ -378,11 +383,6 @@ msgstr "Estado de los pendientes de la cuenta del cliente"
 msgid "Payable"
 msgstr "A pagar"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Pago"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -443,13 +443,13 @@ msgstr "Proveedor"
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_wizard_view
 msgid ""
-"The activity statement provides details of all activity on"
+"The activity statement provides details of all activity "
-"                     a partner's receivables and payables between two "
+"on                     a partner's receivables and payables between two "
 "selected dates. This includes all invoices,                     refunds and "
-"payments. Any outstanding balance dated prior to the chosen statement"
+"payments. Any outstanding balance dated prior to the chosen "
-"                     period will appear as a forward balance at the top of "
+"statement                     period will appear as a forward balance at the "
-"the statement. The list is                     displayed in chronological "
+"top of the statement. The list is                     displayed in "
-"order and is split by currencies."
+"chronological order and is split by currencies."
 msgstr ""
 "El estado de la cuenta proporciona detalles de toda la actividad "
 "en                     las cuentas por cobrar y por pagar del cliente entre "
@@ -463,10 +463,11 @@ msgstr ""
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_wizard_view
 msgid ""
-"The outstanding statement provides details of all partner's outstanding"
+"The outstanding statement provides details of all partner's "
-"         receivables and payables up to a particular date. This includes all"
+"outstanding         receivables and payables up to a particular date. This "
-" unpaid invoices, unclaimed         refunds and outstanding payments. The "
+"includes all unpaid invoices, unclaimed         refunds and outstanding "
-"list is displayed in chronological order and is         split by currencies."
+"payments. The list is displayed in chronological order and is         split "
+"by currencies."
 msgstr ""
 "El pendiente del estado de cuenta proporciona detalles de todas las cuentas "
 "pendientes         por cobrar y por pagar hasta una fecha en particular. "
@@ -476,7 +477,6 @@ msgstr ""
 
 #. module: partner_statement
 #: code:addons/partner_statement/report/report_statement_common.py:0
-#: code:addons/partner_statement/report/report_statement_common.py:0
 #, python-format
 msgid "Total"
 msgstr "Total"
@@ -507,3 +507,6 @@ msgstr "en"
 #: model_terms:ir.ui.view,arch_db:partner_statement.statement_common_view
 msgid "or"
 msgstr "o"
+
+#~ msgid "Payment"
+#~ msgstr "Pago"

partner_statement/i18n/fr.po

@@ -86,6 +86,12 @@ msgstr "<strong>Date:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>code du partenaire :</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -382,11 +388,6 @@ msgstr "Relevé des arriérés du partenaire"
 msgid "Payable"
 msgstr "A payer"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Paiement"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -508,6 +509,9 @@ msgstr "en"
 msgid "or"
 msgstr "ou"
 
+#~ msgid "Payment"
+#~ msgstr "Paiement"
+
 #~ msgid "report.partner_statement.activity_statement"
 #~ msgstr "report.customer_activity_statement.statement"
 

partner_statement/i18n/hr_HR.po

@@ -86,6 +86,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -379,11 +385,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/it.po

@@ -85,6 +85,12 @@ msgstr "<strong>Data:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Codice Partner:</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -379,11 +385,6 @@ msgstr "Dovuto del Partner"
 msgid "Payable"
 msgstr "Pagamenti"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Pagamento"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -496,6 +497,9 @@ msgstr "in"
 msgid "or"
 msgstr "o"
 
+#~ msgid "Payment"
+#~ msgstr "Pagamento"
+
 #~ msgid "report.partner_statement.activity_statement"
 #~ msgstr "report.partner_statement.activity_statement"
 

partner_statement/i18n/nl.po

@@ -84,6 +84,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -375,11 +381,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/nl_NL.po

@@ -85,6 +85,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -378,11 +384,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/partner_statement.pot

@@ -79,6 +79,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -371,11 +377,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/pt.po

@@ -85,6 +85,12 @@ msgstr ""
 msgid "<strong>Partner Code:</strong>"
 msgstr ""
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -378,11 +384,6 @@ msgstr ""
 msgid "Payable"
 msgstr ""
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr ""
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."

partner_statement/i18n/pt_BR.po

@@ -82,6 +82,12 @@ msgstr "<strong>Data:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Código do Parceiro:</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -376,11 +382,6 @@ msgstr "Extrato de Pendência do Parceiro"
 msgid "Payable"
 msgstr "Pagável"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Pagamento"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -505,6 +506,9 @@ msgstr "em"
 msgid "or"
 msgstr "ou"
 
+#~ msgid "Payment"
+#~ msgstr "Pagamento"
+
 #~ msgid "report.partner_statement.activity_statement"
 #~ msgstr "report.partner_statement.activity_statement"
 

partner_statement/i18n/ro.po

@@ -86,6 +86,12 @@ msgstr "<strong>Dată:</strong>"
 msgid "<strong>Partner Code:</strong>"
 msgstr "<strong>Cod Partener:</strong>"
 
+#. module: partner_statement
+#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
+#: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
+msgid "<strong>Partner Name:</strong>"
+msgstr ""
+
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
 #: model_terms:ir.ui.view,arch_db:partner_statement.outstanding_statement_document
@@ -380,11 +386,6 @@ msgstr "Solduri restante partener"
 msgid "Payable"
 msgstr "Plătibil"
 
-#. module: partner_statement
-#: model_terms:ir.ui.view,arch_db:partner_statement.activity_statement_document
-msgid "Payment"
-msgstr "Plată"
-
 #. module: partner_statement
 #: model_terms:ir.ui.view,arch_db:partner_statement.res_config_settings_view_form
 msgid "Please set defaults under Activity Statements."
@@ -507,5 +508,8 @@ msgstr "în"
 msgid "or"
 msgstr "sau"
 
+#~ msgid "Payment"
+#~ msgstr "Plată"
+
 #~ msgid "Date:"
 #~ msgstr "Data:"

partner_statement/readme/CONTRIBUTORS.rst

@@ -1,2 +1,3 @@
 * Miquel Raïch <miquel.raich@forgeflow.com>
 * Graeme Gellatly <graeme@o4sb.com>
+* Lois Rilo <lois.rilo@forgeflow.com>

partner_statement/report/activity_statement.py

@@ -83,8 +83,11 @@ class ActivityStatement(models.AbstractModel):
                     THEN l.name
                     ELSE '/'
                 END as name,
-       CASE WHEN (aj.type IN ('sale', 'purchase'))
+                CASE
+                    WHEN (aj.type IN ('sale', 'purchase')) AND l.name IS NOT NULL
                         THEN l.ref
+                    WHEN aj.type IN ('sale', 'purchase') AND l.name IS NULL
+                        THEN m.ref
                     WHEN (aj.type in ('bank', 'cash'))
                         THEN 'Payment'
                     ELSE ''
@@ -115,8 +118,11 @@ class ActivityStatement(models.AbstractModel):
                     THEN l.name
                     ELSE '/'
                 END,
-                CASE WHEN (aj.type IN ('sale', 'purchase'))
+                CASE
+                    WHEN (aj.type IN ('sale', 'purchase')) AND l.name IS NOT NULL
                         THEN l.ref
+                    WHEN aj.type IN ('sale', 'purchase') AND l.name IS NULL
+                        THEN m.ref
                     WHEN (aj.type in ('bank', 'cash'))
                         THEN 'Payment'
                     ELSE ''

partner_statement/report/outstanding_statement.py

@@ -17,7 +17,11 @@ class OutstandingStatement(models.AbstractModel):
             self._cr.mogrify(
                 """
             SELECT m.name AS move_id, l.partner_id, l.date, l.name,
-                            l.ref, l.blocked, l.currency_id, l.company_id,
+                            l.blocked, l.currency_id, l.company_id,
+            CASE WHEN l.ref IS NOT NULL
+                THEN l.ref
+                ELSE m.ref
+            END as ref,
             CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
                 THEN avg(l.amount_currency)
                 ELSE avg(l.debit)
@@ -62,8 +66,11 @@ class OutstandingStatement(models.AbstractModel):
                                   (pd.id IS NULL AND pc.id IS NULL)
                                 ) AND l.date <= %(date_end)s AND m.state IN ('posted')
             GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
-                                l.ref, l.blocked, l.currency_id,
+                CASE WHEN l.ref IS NOT NULL
-                                l.balance, l.amount_currency, l.company_id
+                    THEN l.ref
+                    ELSE m.ref
+                END,
+                l.blocked, l.currency_id, l.balance, l.amount_currency, l.company_id
             """,
                 locals(),
             ),

partner_statement/static/description/index.html

@@ -465,6 +465,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
 <ul class="simple">
 <li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;forgeflow.com">miquel.raich&#64;forgeflow.com</a>&gt;</li>
 <li>Graeme Gellatly &lt;<a class="reference external" href="mailto:graeme&#64;o4sb.com">graeme&#64;o4sb.com</a>&gt;</li>
+<li>Lois Rilo &lt;<a class="reference external" href="mailto:lois.rilo&#64;forgeflow.com">lois.rilo&#64;forgeflow.com</a>&gt;</li>
 </ul>
 </div>
 <div class="section" id="maintainers">

partner_statement/views/activity_statement.xml

@@ -21,6 +21,10 @@
                         <strong>Date:</strong>
                         <p t-esc="d['today']" class="m-0" />
                     </div>
+                    <div class="col-3 bm-2">
+                        <strong>Partner Name:</strong>
+                        <p t-field="o.name" class="m-0" />
+                    </div>
                     <div t-if="o.ref" class="col-3 bm-2">
                         <strong>Partner Code:</strong>
                         <p t-field="o.ref" class="m-0" />
@@ -80,12 +84,15 @@
                                     </td>
                                     <td>
                                         <t t-if="line['name'] != '/'">
-                                            <t t-if="not line['ref']">
+                                            <t t-if="not line['ref'] and line['name']">
                                                 <span t-esc="line['name']" />
                                             </t>
+                                            <t t-if="line['ref'] and not line['name']">
+                                                <span t-esc="line['ref']" />
+                                            </t>
                                             <t t-if="line['ref'] and line['name']">
                                                 <t
-                                                    t-if="line['name'] not in line['ref']"
+                                                    t-if="line['name'] not in line['ref'] or line['name'] == line['ref']"
                                                 >
                                                     <span t-esc="line['name']" />
                                                 </t>
@@ -94,16 +101,10 @@
                                                 >
                                                     <span t-esc="line['ref']" />
                                                 </t>
-                                                <t t-if="line['name'] == line['ref']">
-                                                    <span t-esc="line['name']" />
-                                                </t>
                                             </t>
                                         </t>
                                         <t t-if="line['name'] == '/'">
-                                            <span
+                                            <span t-esc="line['ref']" />
-                                                t-if="line['ref'] == 'Payment'"
-                                            >Payment</span>
-                                            <span t-else="" t-esc="line['ref']" />
                                         </t>
                                     </td>
                                     <td class="amount">

partner_statement/views/outstanding_statement.xml

@@ -22,6 +22,10 @@
                         <strong>Date:</strong>
                         <p t-esc="d['today']" class="m-0" />
                     </div>
+                    <div class="col-3 bm-2">
+                        <strong>Partner Name:</strong>
+                        <p t-field="o.name" class="m-0" />
+                    </div>
                     <div t-if="o.ref" class="col-3 bm-2">
                         <strong>Partner Code:</strong>
                         <p t-field="o.ref" class="m-0" />
@@ -71,9 +75,12 @@
                                             <t t-if="not line['ref']">
                                                 <span t-esc="line['name']" />
                                             </t>
+                                            <t t-if="line['ref'] and not line['name']">
+                                                <span t-esc="line['ref']" />
+                                            </t>
                                             <t t-if="line['ref'] and line['name']">
                                                 <t
-                                                    t-if="line['name'] not in line['ref']"
+                                                    t-if="line['name'] not in line['ref'] or line['name'] == line['ref']"
                                                 >
                                                     <span t-esc="line['name']" />
                                                 </t>
@@ -82,9 +89,6 @@
                                                 >
                                                     <span t-esc="line['ref']" />
                                                 </t>
-                                                <t t-if="line['ref'] == line['name']">
-                                                    <span t-esc="line['name']" />
-                                                </t>
                                             </t>
                                         </t>
                                         <t t-if="line['name'] == '/'">