[MIG] customer_outstanding_statement: Migration to 11.0

customer_outstanding_statement/README.rst

@@ -1,5 +1,5 @@
-.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
-   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
 
 ====================================
@@ -19,21 +19,28 @@ Configuration
 Users willing to access to this report should have proper Accounting & Finance rights:
 
 #. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
-#. In *Application / Accounting & Finance*, select *Accountant* or *Adviser* options.
+#. In *Application / Accounting & Finance*, select *Billing* or *Billing Manager*
+#. In *Technical Setting* mark *Show Full Accounting Features* options.
 
 Usage
 =====
 
 To use this module, you need to:
 
-#. Go to Customers and select one or more
+#. Go to Invoicing > Sales > Master Data > Customers and select one or more
 #. Press 'Action > Customer Outstanding Statement'
 #. Indicate if you want to display aging buckets
 
 
 .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
    :alt: Try me on Runbot
-   :target: https://runbot.odoo-community.org/runbot/91/10.0
+   :target: https://runbot.odoo-community.org/runbot/91/11.0
+
+Roadmap
+=======
+
+Have an action that prints specific report for all partners that have due amounts,
+at a specific date.
 
 Bug Tracker
 ===========
@@ -49,7 +56,7 @@ Credits
 Images
 ------
 
-* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.png>`_.
 
 Contributors
 ------------

customer_outstanding_statement/__init__.py

@@ -1,7 +1,5 @@
-# -*- coding: utf-8 -*-
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
-#   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
 from . import report
 from . import wizard
+from . import tests

customer_outstanding_statement/__manifest__.py

@@ -1,18 +1,17 @@
-# -*- coding: utf-8 -*-
+# Copyright 2018 Eficent Business and IT Consulting Services S.L.
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
 #   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
 {
     'name': 'Customer Outstanding Statement',
-    'version': '10.0.1.0.0',
+    'version': '11.0.1.0.0',
     'category': 'Accounting & Finance',
     'summary': 'OCA Financial Reports',
     'author': "Eficent, Odoo Community Association (OCA)",
     'website': 'https://github.com/OCA/account-financial-reporting',
     'license': 'AGPL-3',
     'depends': [
-        'account',
+        'account_invoicing',
     ],
     'data': [
         'views/statement.xml',

customer_outstanding_statement/report/__init__.py

@@ -1,6 +1,3 @@
-# -*- coding: utf-8 -*-
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
-#   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
 from . import customer_outstanding_statement

customer_outstanding_statement/report/customer_outstanding_statement.py

@@ -1,5 +1,4 @@
-# -*- coding: utf-8 -*-
+# Copyright 2018 Eficent Business and IT Consulting Services S.L.
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
 #   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
@@ -91,6 +90,7 @@ class CustomerOutstandingStatement(models.AbstractModel):
         partners = ', '.join([str(i) for i in partner_ids])
         date_end = datetime.strptime(
             date_end, DEFAULT_SERVER_DATE_FORMAT).date()
+        # pylint: disable=E8103
         self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s), Q3 AS (%s)
         SELECT partner_id, currency_id, move_id, date, date_maturity, debit,
                             credit, amount, open_amount, name, ref, blocked
@@ -142,6 +142,7 @@ class CustomerOutstandingStatement(models.AbstractModel):
 
     def _show_buckets_sql_q2(self, today, minus_30, minus_60, minus_90,
                              minus_120):
+        # pylint: disable=E8103
         return """
             SELECT partner_id, currency_id, date_maturity, open_due,
                             open_due_currency, move_id, company_id,
@@ -234,6 +235,7 @@ class CustomerOutstandingStatement(models.AbstractModel):
         partners = ', '.join([str(i) for i in partner_ids])
         date_end = datetime.strptime(
             date_end, DEFAULT_SERVER_DATE_FORMAT).date()
+        # pylint: disable=E8103
         self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s),
         Q3 AS (%s), Q4 AS (%s)
         SELECT partner_id, currency_id, current, b_1_30, b_30_60, b_60_90,
@@ -257,7 +259,7 @@ class CustomerOutstandingStatement(models.AbstractModel):
         return res
 
     @api.multi
-    def render_html(self, docids, data):
+    def get_report_values(self, docids, data):
         company_id = data['company_id']
         partner_ids = data['partner_ids']
         date_end = data['date_end']
@@ -305,7 +307,7 @@ class CustomerOutstandingStatement(models.AbstractModel):
                         buckets_to_display[partner_id][currency] = []
                     buckets_to_display[partner_id][currency] = line
 
-        docargs = {
+        return {
             'doc_ids': partner_ids,
             'doc_model': 'res.partner',
             'docs': self.env['res.partner'].browse(partner_ids),
@@ -318,5 +320,3 @@ class CustomerOutstandingStatement(models.AbstractModel):
             'Date_end': date_end_display,
             'Date': today_display,
         }
-        return self.env['report'].render(
-            'customer_outstanding_statement.statement', values=docargs)

customer_outstanding_statement/static/description/index.html

@@ -27,7 +27,8 @@ due, ...), so the customer can review how much is open, due or overdue.</div></p
             <p class="oe_mt32">To configure this module, you need to:
                 <ul>
                     <li>Go to <code>Settings / Users</code> and edit your user to add the corresponding access rights as follows.</li>
-                    <li>In <code>Application / Accounting & Finance</code>, select <code>Accountant</code> or <code>Adviser</code> options.</li>
+                    <li>In <code>Application / Accounting & Finance</code>, select <code>Billing</code> or <code>Billing Manager</code> options.</li>
+                    <li>In <code>Technical Setting</code> mark <code>Show Full Accounting Features</code> options.</li>
                 </ul>
             </p>
         </div>
@@ -42,7 +43,7 @@ due, ...), so the customer can review how much is open, due or overdue.</div></p
         <div class="oe_span12">
             <p class="oe_mt32">To use this module, you need to:
                 <ul>
-                    <li>Go to <code>Customers</code> and select one or more</li>
+                    <li>Go to <code>Invoicing > Sales > Master Data > Customers</code> and select one or more</li>
                     <li>Press '<code>Action > Customer Outstanding Statement</code>'</li>
                     <li>Indicate if you want to display aging buckets</li>
                 </ul>

customer_outstanding_statement/tests/__init__.py

@@ -1,6 +1,3 @@
-# -*- coding: utf-8 -*-
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
-#   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
 from . import test_customer_outstanding_statement

customer_outstanding_statement/tests/test_customer_outstanding_statement.py

@@ -1,5 +1,4 @@
-# -*- coding: utf-8 -*-
+# Copyright 2018 Eficent Business and IT Consulting Services S.L.
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
 #   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
@@ -15,8 +14,8 @@ class TestCustomerOutstandingStatement(TransactionCase):
 
         self.res_users_model = self.env['res.users']
         self.company = self.env.ref('base.main_company')
-        self.partner1 = self.env.ref('base.res_partner_1')
+        self.partner1 = self.env.ref('base.res_partner_2')
-        self.partner2 = self.env.ref('base.res_partner_2')
+        self.partner2 = self.env.ref('base.res_partner_3')
         self.g_account_user = self.env.ref('account.group_account_user')
 
         self.user = self._create_user('user_1', [self.g_account_user],
@@ -51,7 +50,7 @@ class TestCustomerOutstandingStatement(TransactionCase):
 
         self.assertDictContainsSubset(
             {
-                'type': 'ir.actions.report.xml',
+                'type': 'ir.actions.report',
                 'report_name': self.report_name,
                 'report_type': 'qweb-pdf',
             },
@@ -61,8 +60,9 @@ class TestCustomerOutstandingStatement(TransactionCase):
 
         data = wiz_id._prepare_outstanding_statement()
         docids = data['partner_ids']
-        report = self.statement_model.render_html(docids, data)
+        report = self.statement_model.get_report_values(docids, data)
-        self.assertIsInstance(report, str,
+        self.assertIsInstance(report,
+                              dict,
                               "There was an error while compiling the report.")
-        self.assertIn("<!DOCTYPE html>", report,
+        self.assertIn("Show_Buckets", report,
                       "There was an error while compiling the report.")

customer_outstanding_statement/views/statement.xml

@@ -1,7 +1,9 @@
 <?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
 <odoo>
     <template id="customer_outstanding_statement.statement_document">
-        <t t-call="report.external_layout">
+        <t t-call="web.external_layout">
             <div class="page">
                 <div class="row">
                     <div class="col-xs-5 col-xs-offset-7">
@@ -99,16 +101,16 @@
                                     </t>
                                 </tr>
                                 <tr>
-                                    <td style="border-right: 1px solid black;"></td>
+                                    <td style="border-right: 1px solid black;"/>
                                     <td style="border-right: 1px solid black;">
                                         <span t-esc="Date_end[o.id]"/>
                                     </td>
-                                    <td style="border-right: 1px solid black;"></td>
+                                    <td style="border-right: 1px solid black;"/>
                                     <td style="border-right: 1px solid black;">
                                         Ending Balance
                                     </td>
-                                    <td style="border-right: 1px solid black;"></td>
+                                    <td style="border-right: 1px solid black;"/>
-                                    <td style="border-right: 1px solid black;"></td>
+                                    <td style="border-right: 1px solid black;"/>
                                     <td class="text-right" style="border-right: 1px solid black;">
                                         <span t-esc="Amount_Due[o.id][currency]" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
                                     </td>
@@ -184,7 +186,7 @@
     </template>
 
     <template id="statement">
-        <t t-call="report.html_container">
+        <t t-call="web.html_container">
             <t t-foreach="docs" t-as="o">
                 <t t-if="not (Filter_non_due_partners and (not Lines[o.id]) and (len(doc_ids) > 1))">
                     <t t-call="customer_outstanding_statement.statement_document" t-lang="o.lang"/>

customer_outstanding_statement/wizard/__init__.py

@@ -1,6 +1,3 @@
-# -*- coding: utf-8 -*-
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
-#   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
 from . import customer_outstanding_statement_wizard

customer_outstanding_statement/wizard/customer_outstanding_statement_wizard.py

@@ -1,5 +1,4 @@
-# -*- coding: utf-8 -*-
+# Copyright 2018 Eficent Business and IT Consulting Services S.L.
-# Copyright 2017 Eficent Business and IT Consulting Services S.L.
 #   (http://www.eficent.com)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
@@ -47,5 +46,7 @@ class CustomerOutstandingStatementWizard(models.TransientModel):
     def _export(self):
         """Export to PDF."""
         data = self._prepare_outstanding_statement()
-        return self.env['report'].with_context(landscape=True).get_action(
+        return self.env.ref(
-            self, 'customer_outstanding_statement.statement', data=data)
+            'customer_outstanding_statement'
+            '.action_print_customer_outstanding_statement').report_action(
+            self, data=data)

customer_outstanding_statement/wizard/customer_outstanding_statement_wizard.xml

@@ -1,4 +1,6 @@
 <?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
 <odoo>
     <!-- wizard action on res.partner -->
     <act_window id="customer_outstanding_statement_wizard_action"