WIP Statements
Graeme Gellatly
parent
cb431ca466
commit
710ef4aa7a
|
|
@ -1,60 +0,0 @@
|
|||
# Copyright 2018 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 datetime import date
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CustomerActivityStatementWizard(models.TransientModel):
|
||||
"""Customer Activity Statement wizard."""
|
||||
|
||||
_name = 'customer.activity.statement.wizard'
|
||||
_description = 'Customer Activity Statement Wizard'
|
||||
|
||||
company_id = fields.Many2one(
|
||||
comodel_name='res.company',
|
||||
default=lambda self: self.env.user.company_id,
|
||||
string='Company'
|
||||
)
|
||||
|
||||
date_start = fields.Date(required=True,
|
||||
default=fields.Date.to_string(
|
||||
date(date.today().year, 1, 1)))
|
||||
date_end = fields.Date(required=True,
|
||||
default=fields.Date.to_string(date.today()))
|
||||
show_aging_buckets = fields.Boolean(string='Include Aging Buckets',
|
||||
default=True)
|
||||
number_partner_ids = fields.Integer(
|
||||
default=lambda self: len(self._context['active_ids'])
|
||||
)
|
||||
filter_partners_non_due = fields.Boolean(
|
||||
string='Don\'t show partners with no due entries', default=True)
|
||||
account_type = fields.Selection(
|
||||
[('receivable', 'Receivable'),
|
||||
('payable', 'Payable')], string='Account type', default='receivable')
|
||||
|
||||
@api.multi
|
||||
def button_export_pdf(self):
|
||||
self.ensure_one()
|
||||
return self._export()
|
||||
|
||||
def _prepare_activity_statement(self):
|
||||
self.ensure_one()
|
||||
return {
|
||||
'date_start': self.date_start,
|
||||
'date_end': self.date_end,
|
||||
'company_id': self.company_id.id,
|
||||
'partner_ids': self._context['active_ids'],
|
||||
'show_aging_buckets': self.show_aging_buckets,
|
||||
'filter_non_due_partners': self.filter_partners_non_due,
|
||||
'account_type': self.account_type,
|
||||
}
|
||||
|
||||
def _export(self):
|
||||
"""Export to PDF."""
|
||||
data = self._prepare_activity_statement()
|
||||
return self.env.ref(
|
||||
'customer_activity_statement'
|
||||
'.action_print_customer_activity_statement').report_action(
|
||||
self, data=data)
|
||||
|
|
@ -10,16 +10,11 @@ from odoo import api, fields, models
|
|||
class CustomerOutstandingStatement(models.AbstractModel):
|
||||
"""Model of Customer Outstanding Statement"""
|
||||
|
||||
_inherit = 'report.statement.common'
|
||||
_name = 'report.customer_outstanding_statement.statement'
|
||||
|
||||
def _format_date_to_partner_lang(self, str_date, partner_id):
|
||||
lang_code = self.env['res.partner'].browse(partner_id).lang
|
||||
lang = self.env['res.lang']._lang_get(lang_code)
|
||||
date = datetime.strptime(str_date, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
return date.strftime(lang.date_format)
|
||||
|
||||
def _display_lines_sql_q0(self, date_end):
|
||||
return """
|
||||
return self._cr.mogrify("""
|
||||
SELECT l1.id,
|
||||
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
|
||||
THEN max(pd.max_date)
|
||||
|
|
@ -32,20 +27,22 @@ class CustomerOutstandingStatement(models.AbstractModel):
|
|||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pd ON pd.debit_move_id = l1.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pc ON pc.credit_move_id = l1.id
|
||||
GROUP BY l1.id
|
||||
""" % (date_end, date_end)
|
||||
""", locals()
|
||||
)
|
||||
|
||||
def _display_lines_sql_q1(self, partners, date_end, account_type):
|
||||
return """
|
||||
SELECT m.name as move_id, l.partner_id, l.date, l.name,
|
||||
partners = tuple(partners)
|
||||
return 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,
|
||||
CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
|
||||
THEN avg(l.amount_currency)
|
||||
|
|
@ -75,25 +72,25 @@ class CustomerOutstandingStatement(models.AbstractModel):
|
|||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pd ON pd.debit_move_id = l.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pc ON pc.credit_move_id = l.id
|
||||
WHERE l.partner_id IN (%s) AND at.type = '%s'
|
||||
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
|
||||
AND (Q0.reconciled_date is null or
|
||||
Q0.reconciled_date > '%s')
|
||||
AND l.date <= '%s'
|
||||
Q0.reconciled_date > %(date_end)s)
|
||||
AND l.date <= %(date_end)s
|
||||
GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
|
||||
l.ref, l.blocked, l.currency_id,
|
||||
l.balance, l.amount_currency, l.company_id
|
||||
""" % (date_end, date_end, partners, account_type, date_end, date_end)
|
||||
""", locals())
|
||||
|
||||
def _display_lines_sql_q2(self):
|
||||
return """
|
||||
return self._cr.mogrify("""
|
||||
SELECT partner_id, currency_id, move_id, date, date_maturity,
|
||||
debit, credit, name, ref, blocked, company_id,
|
||||
CASE WHEN currency_id is not null
|
||||
|
|
@ -101,27 +98,28 @@ class CustomerOutstandingStatement(models.AbstractModel):
|
|||
ELSE open_amount
|
||||
END as open_amount
|
||||
FROM Q1
|
||||
"""
|
||||
""", locals())
|
||||
|
||||
def _display_lines_sql_q3(self, company_id):
|
||||
return """
|
||||
return self._cr.mogrify("""
|
||||
SELECT Q2.partner_id, move_id, date, date_maturity, Q2.name, ref,
|
||||
debit, credit, debit-credit AS amount, blocked,
|
||||
COALESCE(Q2.currency_id, c.currency_id) AS currency_id, open_amount
|
||||
FROM Q2
|
||||
JOIN res_company c ON (c.id = Q2.company_id)
|
||||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
WHERE c.id = %(company_id)s
|
||||
""", locals())
|
||||
|
||||
def _get_account_display_lines(self, company_id, partner_ids, date_end,
|
||||
account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
partners = ', '.join([str(i) for i in partner_ids])
|
||||
date_end = datetime.strptime(
|
||||
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
partners = tuple(partner_ids)
|
||||
# pylint: disable=E8103
|
||||
self.env.cr.execute("""
|
||||
WITH Q0 as (%s), Q1 AS (%s), Q2 AS (%s), Q3 AS (%s)
|
||||
WITH Q0 as (%s),
|
||||
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
|
||||
FROM Q3
|
||||
|
|
@ -134,192 +132,6 @@ class CustomerOutstandingStatement(models.AbstractModel):
|
|||
res[row.pop('partner_id')].append(row)
|
||||
return res
|
||||
|
||||
def _show_buckets_sql_q0(self, date_end):
|
||||
return """
|
||||
SELECT l1.id,
|
||||
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
|
||||
THEN max(pd.max_date)
|
||||
WHEN l1.reconciled = TRUE and l1.balance < 0.0
|
||||
THEN max(pc.max_date)
|
||||
ELSE null
|
||||
END as reconciled_date
|
||||
FROM account_move_line l1
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
) as pd ON pd.debit_move_id = l1.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
) as pc ON pc.credit_move_id = l1.id
|
||||
GROUP BY l1.id
|
||||
""" % (date_end, date_end)
|
||||
|
||||
def _show_buckets_sql_q1(self, partners, date_end, account_type):
|
||||
return """
|
||||
SELECT l.partner_id, l.currency_id, l.company_id, l.move_id,
|
||||
CASE WHEN l.balance > 0.0
|
||||
THEN l.balance - sum(coalesce(pd.amount, 0.0))
|
||||
ELSE l.balance + sum(coalesce(pc.amount, 0.0))
|
||||
END AS open_due,
|
||||
CASE WHEN l.balance > 0.0
|
||||
THEN l.amount_currency - sum(coalesce(pd.amount_currency, 0.0))
|
||||
ELSE l.amount_currency + sum(coalesce(pc.amount_currency, 0.0))
|
||||
END AS open_due_currency,
|
||||
CASE WHEN l.date_maturity is null
|
||||
THEN l.date
|
||||
ELSE l.date_maturity
|
||||
END as date_maturity
|
||||
FROM account_move_line l
|
||||
JOIN account_account_type at ON (at.id = l.user_type_id)
|
||||
JOIN account_move m ON (l.move_id = m.id)
|
||||
LEFT JOIN Q0 ON Q0.id = l.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
) as pd ON pd.debit_move_id = l.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
) as pc ON pc.credit_move_id = l.id
|
||||
WHERE l.partner_id IN (%s) AND at.type = '%s'
|
||||
AND (Q0.reconciled_date is null or
|
||||
Q0.reconciled_date > '%s')
|
||||
AND l.date <= '%s' AND not l.blocked
|
||||
GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
|
||||
l.amount_currency, l.balance, l.move_id,
|
||||
l.company_id
|
||||
""" % (date_end, date_end, partners, account_type, date_end, date_end)
|
||||
|
||||
def _show_buckets_sql_q2(self, date_end, minus_30, minus_60, minus_90,
|
||||
minus_120):
|
||||
return """
|
||||
SELECT partner_id, currency_id, date_maturity, open_due,
|
||||
open_due_currency, move_id, company_id,
|
||||
CASE
|
||||
WHEN '%s' <= date_maturity AND currency_id is null
|
||||
THEN open_due
|
||||
WHEN '%s' <= date_maturity AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as current,
|
||||
CASE
|
||||
WHEN '%s' < date_maturity AND date_maturity < '%s'
|
||||
AND currency_id is null THEN open_due
|
||||
WHEN '%s' < date_maturity AND date_maturity < '%s'
|
||||
AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as b_1_30,
|
||||
CASE
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is null THEN open_due
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as b_30_60,
|
||||
CASE
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is null THEN open_due
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as b_60_90,
|
||||
CASE
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is null THEN open_due
|
||||
WHEN '%s' < date_maturity AND date_maturity <= '%s'
|
||||
AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as b_90_120,
|
||||
CASE
|
||||
WHEN date_maturity <= '%s' AND currency_id is null
|
||||
THEN open_due
|
||||
WHEN date_maturity <= '%s' AND currency_id is not null
|
||||
THEN open_due_currency
|
||||
ELSE 0.0
|
||||
END as b_over_120
|
||||
FROM Q1
|
||||
GROUP BY partner_id, currency_id, date_maturity, open_due,
|
||||
open_due_currency, move_id, company_id
|
||||
""" % (date_end, date_end, minus_30, date_end, minus_30, date_end,
|
||||
minus_60, minus_30, minus_60, minus_30, minus_90, minus_60,
|
||||
minus_90, minus_60, minus_120, minus_90, minus_120, minus_90,
|
||||
minus_120, minus_120)
|
||||
|
||||
def _show_buckets_sql_q3(self, company_id):
|
||||
return """
|
||||
SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120,
|
||||
b_over_120,
|
||||
COALESCE(Q2.currency_id, c.currency_id) AS currency_id
|
||||
FROM Q2
|
||||
JOIN res_company c ON (c.id = Q2.company_id)
|
||||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
|
||||
def _show_buckets_sql_q4(self):
|
||||
return """
|
||||
SELECT partner_id, currency_id, sum(current) as current,
|
||||
sum(b_1_30) as b_1_30,
|
||||
sum(b_30_60) as b_30_60,
|
||||
sum(b_60_90) as b_60_90,
|
||||
sum(b_90_120) as b_90_120,
|
||||
sum(b_over_120) as b_over_120
|
||||
FROM Q3
|
||||
GROUP BY partner_id, currency_id
|
||||
"""
|
||||
|
||||
def _get_bucket_dates(self, date_end):
|
||||
return {
|
||||
'date_end': date_end,
|
||||
'minus_30': date_end - timedelta(days=30),
|
||||
'minus_60': date_end - timedelta(days=60),
|
||||
'minus_90': date_end - timedelta(days=90),
|
||||
'minus_120': date_end - timedelta(days=120),
|
||||
}
|
||||
|
||||
def _get_account_show_buckets(self, company_id, partner_ids, date_end,
|
||||
account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
partners = ', '.join([str(i) for i in partner_ids])
|
||||
date_end = datetime.strptime(
|
||||
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
full_dates = self._get_bucket_dates(date_end)
|
||||
# pylint: disable=E8103
|
||||
self.env.cr.execute("""
|
||||
WITH Q0 AS (%s), 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,
|
||||
b_90_120, b_over_120,
|
||||
current+b_1_30+b_30_60+b_60_90+b_90_120+b_over_120
|
||||
AS balance
|
||||
FROM Q4
|
||||
GROUP BY partner_id, currency_id, current, b_1_30, b_30_60, b_60_90,
|
||||
b_90_120, b_over_120""" % (
|
||||
self._show_buckets_sql_q0(date_end),
|
||||
self._show_buckets_sql_q1(partners, date_end, account_type),
|
||||
self._show_buckets_sql_q2(
|
||||
full_dates['date_end'],
|
||||
full_dates['minus_30'],
|
||||
full_dates['minus_60'],
|
||||
full_dates['minus_90'],
|
||||
full_dates['minus_120']),
|
||||
self._show_buckets_sql_q3(company_id),
|
||||
self._show_buckets_sql_q4()))
|
||||
for row in self.env.cr.dictfetchall():
|
||||
res[row.pop('partner_id')].append(row)
|
||||
return res
|
||||
|
||||
@api.multi
|
||||
def get_report_values(self, docids, data):
|
||||
company_id = data['company_id']
|
||||
|
|
@ -359,16 +171,8 @@ class CustomerOutstandingStatement(models.AbstractModel):
|
|||
lines_to_display[partner_id][currency].append(line)
|
||||
|
||||
if data['show_aging_buckets']:
|
||||
buckets = self._get_account_show_buckets(
|
||||
buckets_to_display = self._get_account_show_buckets(
|
||||
company_id, partner_ids, date_end, account_type)
|
||||
for partner_id in partner_ids:
|
||||
buckets_to_display[partner_id] = {}
|
||||
for line in buckets[partner_id]:
|
||||
currency = self.env['res.currency'].browse(
|
||||
line['currency_id'])
|
||||
if currency not in buckets_to_display[partner_id]:
|
||||
buckets_to_display[partner_id][currency] = []
|
||||
buckets_to_display[partner_id][currency] = line
|
||||
|
||||
return {
|
||||
'doc_ids': partner_ids,
|
||||
|
|
|
|||
|
|
@ -1,56 +0,0 @@
|
|||
# Copyright 2018 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 datetime import date
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CustomerOutstandingStatementWizard(models.TransientModel):
|
||||
"""Customer Outstanding Statement wizard."""
|
||||
|
||||
_name = 'customer.outstanding.statement.wizard'
|
||||
_description = 'Customer Outstanding Statement Wizard'
|
||||
|
||||
company_id = fields.Many2one(
|
||||
comodel_name='res.company',
|
||||
default=lambda self: self.env.user.company_id,
|
||||
string='Company'
|
||||
)
|
||||
|
||||
date_end = fields.Date(required=True,
|
||||
default=fields.Date.to_string(date.today()))
|
||||
show_aging_buckets = fields.Boolean(string='Include Aging Buckets',
|
||||
default=True)
|
||||
number_partner_ids = fields.Integer(
|
||||
default=lambda self: len(self._context['active_ids'])
|
||||
)
|
||||
filter_partners_non_due = fields.Boolean(
|
||||
string='Don\'t show partners with no due entries', default=True)
|
||||
account_type = fields.Selection(
|
||||
[('receivable', 'Receivable'),
|
||||
('payable', 'Payable')], string='Account type', default='receivable')
|
||||
|
||||
@api.multi
|
||||
def button_export_pdf(self):
|
||||
self.ensure_one()
|
||||
return self._export()
|
||||
|
||||
def _prepare_outstanding_statement(self):
|
||||
self.ensure_one()
|
||||
return {
|
||||
'date_end': self.date_end,
|
||||
'company_id': self.company_id.id,
|
||||
'partner_ids': self._context['active_ids'],
|
||||
'show_aging_buckets': self.show_aging_buckets,
|
||||
'filter_non_due_partners': self.filter_partners_non_due,
|
||||
'account_type': self.account_type,
|
||||
}
|
||||
|
||||
def _export(self):
|
||||
"""Export to PDF."""
|
||||
data = self._prepare_outstanding_statement()
|
||||
return self.env.ref(
|
||||
'customer_outstanding_statement'
|
||||
'.action_print_customer_outstanding_statement').report_action(
|
||||
self, data=data)
|
||||
|
|
@ -2,3 +2,5 @@
|
|||
|
||||
from . import report
|
||||
from . import wizard
|
||||
from . import models
|
||||
from . import wizards
|
||||
|
|
@ -14,6 +14,7 @@
|
|||
'account_invoicing',
|
||||
],
|
||||
'data': [
|
||||
'views/account_payment_term.xml',
|
||||
'views/statement.xml',
|
||||
'wizard/customer_activity_statement_wizard.xml',
|
||||
],
|
||||
|
|
@ -0,0 +1,13 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!-- Copyright 2018 Graeme Gellatly
|
||||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
|
||||
|
||||
<odoo noupdate="1">
|
||||
|
||||
<!-- TODO
|
||||
<record model="account.payment.term" id="account_payment_term_demo_1">
|
||||
<field name="name">...</field>
|
||||
</record>
|
||||
-->
|
||||
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import account_payment_term
|
||||
|
|
@ -0,0 +1,18 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
# Copyright 2018 Graeme Gellatly
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
|
||||
|
||||
class AccountPaymentTerm(models.Model):
|
||||
|
||||
_inherit = 'account.payment.term'
|
||||
|
||||
aging_periods = fields.Integer(string='Aging Periods to show', default=4)
|
||||
|
||||
@api.constrains('aging_periods')
|
||||
def _aging_period_limits(self):
|
||||
periods = self.mapped('aging_periods')
|
||||
if max(periods) > 5 or min(periods) < 0:
|
||||
raise ValidationError(_('Only between 0 and 5 Aging periods allowed'))
|
||||
|
|
@ -0,0 +1,207 @@
|
|||
# Copyright 2018 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 datetime import datetime, timedelta
|
||||
from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
|
||||
from odoo import api, fields, models
|
||||
from collections import defaultdict
|
||||
|
||||
|
||||
class CustomerActivityStatement(models.AbstractModel):
|
||||
"""Model of Customer Activity Statement"""
|
||||
|
||||
_inherit = 'report.statement.common'
|
||||
_name = 'report.customer_activity_statement.statement'
|
||||
|
||||
def _initial_balance_sql_q1(self, partners, date_start, account_type):
|
||||
return self._cr.mogrify("""
|
||||
SELECT l.partner_id, l.currency_id, l.company_id,
|
||||
CASE WHEN l.currency_id is not null AND l.amount_currency > 0.0
|
||||
THEN sum(l.amount_currency)
|
||||
ELSE sum(l.debit)
|
||||
END as debit,
|
||||
CASE WHEN l.currency_id is not null AND l.amount_currency < 0.0
|
||||
THEN sum(l.amount_currency * (-1))
|
||||
ELSE sum(l.credit)
|
||||
END as credit
|
||||
FROM account_move_line l
|
||||
JOIN account_account_type at ON (at.id = l.user_type_id)
|
||||
JOIN account_move m ON (l.move_id = m.id)
|
||||
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
|
||||
AND l.date < %(date_start)s AND not l.blocked
|
||||
GROUP BY l.partner_id, l.currency_id, l.amount_currency,
|
||||
l.company_id
|
||||
""", locals())
|
||||
|
||||
def _initial_balance_sql_q2(self, company_id):
|
||||
return """
|
||||
SELECT Q1.partner_id, debit-credit AS balance,
|
||||
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
|
||||
FROM Q1
|
||||
JOIN res_company c ON (c.id = Q1.company_id)
|
||||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
|
||||
def _get_account_initial_balance(self, company_id, partner_ids,
|
||||
date_start, account_type, currencies):
|
||||
balance_start = dict(map(lambda x: (x, []), partner_ids))
|
||||
balance_start_to_display = defaultdict({})
|
||||
partners = tuple(partner_ids)
|
||||
# pylint: disable=E8103
|
||||
self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s)
|
||||
SELECT partner_id, currency_id, balance
|
||||
FROM Q2""" % (self._initial_balance_sql_q1(partners, date_start,
|
||||
account_type),
|
||||
self._initial_balance_sql_q2(company_id)))
|
||||
for row in self.env.cr.dictfetchall():
|
||||
balance_start[row.pop('partner_id')].append(row)
|
||||
|
||||
for partner_id, line in balance_start.items():
|
||||
currency = currencies.get(
|
||||
line['currency_id'],
|
||||
self.env['res.currency'].browse(line['currency_id'])
|
||||
)
|
||||
balance_start_to_display[partner_id][currency] = \
|
||||
line['balance']
|
||||
return balance_start_to_display
|
||||
|
||||
def _display_lines_sql_q1(self, partners, date_start, date_end,
|
||||
account_type):
|
||||
return 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,
|
||||
CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
|
||||
THEN sum(l.amount_currency)
|
||||
ELSE sum(l.debit)
|
||||
END as debit,
|
||||
CASE WHEN (l.currency_id is not null AND l.amount_currency < 0.0)
|
||||
THEN sum(l.amount_currency * (-1))
|
||||
ELSE sum(l.credit)
|
||||
END as credit,
|
||||
CASE WHEN l.date_maturity is null
|
||||
THEN l.date
|
||||
ELSE l.date_maturity
|
||||
END as date_maturity
|
||||
FROM account_move_line l
|
||||
JOIN account_account_type at ON (at.id = l.user_type_id)
|
||||
JOIN account_move m ON (l.move_id = m.id)
|
||||
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
|
||||
AND %(date_start)s <= l.date AND l.date <= %(date_end)s
|
||||
GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
|
||||
l.ref, l.blocked, l.currency_id,
|
||||
l.amount_currency, l.company_id
|
||||
""", locals())
|
||||
|
||||
def _display_lines_sql_q2(self, company_id):
|
||||
return self._cr.mogrify("""
|
||||
SELECT Q1.partner_id, move_id, date, date_maturity, Q1.name, ref,
|
||||
debit, credit, debit-credit as amount, blocked,
|
||||
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
|
||||
FROM Q1
|
||||
JOIN res_company c ON (c.id = Q1.company_id)
|
||||
WHERE c.id = %(company_id)s
|
||||
""", locals())
|
||||
|
||||
def _get_account_display_lines(self, company_id, partner_ids, date_start,
|
||||
date_end, account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
partners = tuple(partner_ids)
|
||||
|
||||
# pylint: disable=E8103
|
||||
self.env.cr.execute("""
|
||||
WITH Q1 AS (%s),
|
||||
Q2 AS (%s)
|
||||
SELECT partner_id, move_id, date, date_maturity, name, ref, debit,
|
||||
credit, amount, blocked, currency_id
|
||||
FROM Q2
|
||||
ORDER BY date, date_maturity, move_id""" % (
|
||||
self._display_lines_sql_q1(partners, date_start, date_end,
|
||||
account_type),
|
||||
self._display_lines_sql_q2(company_id)))
|
||||
for row in self.env.cr.dictfetchall():
|
||||
res[row.pop('partner_id')].append(row)
|
||||
return res
|
||||
|
||||
@api.multi
|
||||
def get_report_values(self, docids, data):
|
||||
if not data:
|
||||
wiz = self.env["customer.activity.statement.wizard"].with_context(
|
||||
active_ids=docids, model="res.partner"
|
||||
)
|
||||
data = wiz.create({})._prepare_statement()
|
||||
company_id = data['company_id']
|
||||
partner_ids = data['partner_ids']
|
||||
date_start = data['date_start']
|
||||
date_end = data['date_end']
|
||||
account_type = data['account_type']
|
||||
today = fields.Date.today()
|
||||
|
||||
# There should be relatively few of these, so to speed performance we cache them
|
||||
self._cr.execute("""
|
||||
SELECT p.id, l.date_format
|
||||
FROM res_partner p LEFT JOIN res_lang l ON p.lang=l.id
|
||||
WHERE p.id IN %(partner_ids)s""", {"partner_ids": tuple(partner_ids)})
|
||||
date_formats = {r[0]: r[1] for r in self._cr.fetchall()}
|
||||
currencies = {x.id: x for x in self.env['res.currency'].search([])}
|
||||
|
||||
|
||||
buckets_to_display = {}
|
||||
lines_to_display = defaultdict({})
|
||||
amount_due = defaultdict({})
|
||||
currency_to_display = defaultdict({})
|
||||
today_display, date_start_display, date_end_display = {}, {}, {}
|
||||
|
||||
balance_start_to_display = self._get_account_initial_balance(
|
||||
company_id, partner_ids, date_start, account_type, currencies)
|
||||
|
||||
lines = self._get_account_display_lines(
|
||||
company_id, partner_ids, date_start, date_end, account_type)
|
||||
|
||||
for partner_id in partner_ids:
|
||||
today_display[partner_id] = self._format_date_to_partner_lang(
|
||||
today, partner_id, date_formats['partner_id'])
|
||||
date_start_display[partner_id] = self._format_date_to_partner_lang(
|
||||
date_start, partner_id, date_formats['partner_id'])
|
||||
date_end_display[partner_id] = self._format_date_to_partner_lang(
|
||||
date_end, partner_id, date_formats['partner_id'])
|
||||
|
||||
for line in lines[partner_id]:
|
||||
currency = self.env['res.currency'].browse(line['currency_id'])
|
||||
if currency not in lines_to_display[partner_id]:
|
||||
lines_to_display[partner_id][currency] = []
|
||||
currency_to_display[partner_id][currency] = currency
|
||||
if currency in balance_start_to_display[partner_id]:
|
||||
amount_due[partner_id][currency] = \
|
||||
balance_start_to_display[partner_id][currency]
|
||||
else:
|
||||
amount_due[partner_id][currency] = 0.0
|
||||
if not line['blocked']:
|
||||
amount_due[partner_id][currency] += line['amount']
|
||||
line['balance'] = amount_due[partner_id][currency]
|
||||
line['date'] = self._format_date_to_partner_lang(
|
||||
line['date'], partner_id, date_formats['partner_id'])
|
||||
line['date_maturity'] = self._format_date_to_partner_lang(
|
||||
line['date_maturity'], partner_id, date_formats['partner_id'])
|
||||
lines_to_display[partner_id][currency].append(line)
|
||||
|
||||
if data['show_aging_buckets']:
|
||||
buckets_to_display = self._get_account_show_buckets(
|
||||
company_id, partner_ids, date_end, account_type)
|
||||
|
||||
return {
|
||||
'doc_ids': partner_ids,
|
||||
'doc_model': 'res.partner',
|
||||
'docs': self.env['res.partner'].browse(partner_ids),
|
||||
'Amount_Due': amount_due,
|
||||
'Balance_forward': balance_start_to_display,
|
||||
'Lines': lines_to_display,
|
||||
'Buckets': buckets_to_display,
|
||||
'Currencies': currency_to_display,
|
||||
'Show_Buckets': data['show_aging_buckets'],
|
||||
'Filter_non_due_partners': data['filter_non_due_partners'],
|
||||
'Date_start': date_start_display,
|
||||
'Date_end': date_end_display,
|
||||
'Date': today_display,
|
||||
'account_type': account_type,
|
||||
}
|
||||
|
|
@ -7,46 +7,18 @@ from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
|
|||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CustomerActivityStatement(models.AbstractModel):
|
||||
"""Model of Customer Activity Statement"""
|
||||
class ReportStatementCommon(models.AbstractModel):
|
||||
"""Abstract Report Statement for use in other models"""
|
||||
|
||||
_name = 'report.customer_activity_statement.statement'
|
||||
_name = 'report.statement.common'
|
||||
|
||||
def _format_date_to_partner_lang(self, str_date, partner_id):
|
||||
lang_code = self.env['res.partner'].browse(partner_id).lang
|
||||
lang = self.env['res.lang']._lang_get(lang_code)
|
||||
date = datetime.strptime(str_date, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
def _format_date_to_partner_lang(self, date, partner_id, date_formats=DEFAULT_SERVER_DATE_FORMAT):
|
||||
"""
|
||||
Note: Function kept for backwards compatibility in V12 in case of override.
|
||||
Consider deprecating in v13 migration or removing
|
||||
"""
|
||||
return date.strftime(lang.date_format)
|
||||
|
||||
def _initial_balance_sql_q1(self, partners, date_start, account_type):
|
||||
return """
|
||||
SELECT l.partner_id, l.currency_id, l.company_id,
|
||||
CASE WHEN l.currency_id is not null AND l.amount_currency > 0.0
|
||||
THEN sum(l.amount_currency)
|
||||
ELSE sum(l.debit)
|
||||
END as debit,
|
||||
CASE WHEN l.currency_id is not null AND l.amount_currency < 0.0
|
||||
THEN sum(l.amount_currency * (-1))
|
||||
ELSE sum(l.credit)
|
||||
END as credit
|
||||
FROM account_move_line l
|
||||
JOIN account_account_type at ON (at.id = l.user_type_id)
|
||||
JOIN account_move m ON (l.move_id = m.id)
|
||||
WHERE l.partner_id IN (%s) AND at.type = '%s'
|
||||
AND l.date < '%s' AND not l.blocked
|
||||
GROUP BY l.partner_id, l.currency_id, l.amount_currency,
|
||||
l.company_id
|
||||
""" % (partners, account_type, date_start)
|
||||
|
||||
def _initial_balance_sql_q2(self, company_id):
|
||||
return """
|
||||
SELECT Q1.partner_id, debit-credit AS balance,
|
||||
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
|
||||
FROM Q1
|
||||
JOIN res_company c ON (c.id = Q1.company_id)
|
||||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
|
||||
def _get_account_initial_balance(self, company_id, partner_ids,
|
||||
date_start, account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
|
|
@ -100,29 +72,8 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
|
||||
def _get_account_display_lines(self, company_id, partner_ids, date_start,
|
||||
date_end, account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
partners = ', '.join([str(i) for i in partner_ids])
|
||||
date_start = datetime.strptime(
|
||||
date_start, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
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)
|
||||
SELECT partner_id, move_id, date, date_maturity, name, ref, debit,
|
||||
credit, amount, blocked, currency_id
|
||||
FROM Q2
|
||||
ORDER BY date, date_maturity, move_id""" % (
|
||||
self._display_lines_sql_q1(partners, date_start, date_end,
|
||||
account_type),
|
||||
self._display_lines_sql_q2(company_id)))
|
||||
for row in self.env.cr.dictfetchall():
|
||||
res[row.pop('partner_id')].append(row)
|
||||
return res
|
||||
|
||||
def _show_buckets_sql_q0(self, date_end):
|
||||
return """
|
||||
return self._cr_mogrify("""
|
||||
SELECT l1.id,
|
||||
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
|
||||
THEN max(pd.max_date)
|
||||
|
|
@ -135,19 +86,19 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pd ON pd.debit_move_id = l1.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pc ON pc.credit_move_id = l1.id
|
||||
GROUP BY l1.id
|
||||
""" % (date_end, date_end)
|
||||
""", locals())
|
||||
|
||||
def _show_buckets_sql_q1(self, partners, date_end, account_type):
|
||||
return """
|
||||
return self._cr.mogrify("""
|
||||
SELECT l.partner_id, l.currency_id, l.company_id, l.move_id,
|
||||
CASE WHEN l.balance > 0.0
|
||||
THEN l.balance - sum(coalesce(pd.amount, 0.0))
|
||||
|
|
@ -169,22 +120,22 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.credit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pd ON pd.debit_move_id = l.id
|
||||
LEFT JOIN (SELECT pr.*
|
||||
FROM account_partial_reconcile pr
|
||||
INNER JOIN account_move_line l2
|
||||
ON pr.debit_move_id = l2.id
|
||||
WHERE l2.date <= '%s'
|
||||
WHERE l2.date <= %(date_end)s
|
||||
) as pc ON pc.credit_move_id = l.id
|
||||
WHERE l.partner_id IN (%s) AND at.type = '%s'
|
||||
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
|
||||
AND (Q0.reconciled_date is null or
|
||||
Q0.reconciled_date > '%s')
|
||||
AND l.date <= '%s' AND not l.blocked
|
||||
Q0.reconciled_date > %(date_end)s)
|
||||
AND l.date <= %(date_end)s AND not l.blocked
|
||||
GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
|
||||
l.amount_currency, l.balance, l.move_id,
|
||||
l.company_id
|
||||
""" % (date_end, date_end, partners, account_type, date_end, date_end)
|
||||
""", locals())
|
||||
|
||||
def _show_buckets_sql_q2(self, date_end, minus_30, minus_60, minus_90,
|
||||
minus_120):
|
||||
|
|
@ -246,14 +197,14 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
minus_120, minus_120)
|
||||
|
||||
def _show_buckets_sql_q3(self, company_id):
|
||||
return """
|
||||
return self._cr.mogrify("""
|
||||
SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120,
|
||||
b_over_120,
|
||||
COALESCE(Q2.currency_id, c.currency_id) AS currency_id
|
||||
FROM Q2
|
||||
JOIN res_company c ON (c.id = Q2.company_id)
|
||||
WHERE c.id = %s
|
||||
""" % company_id
|
||||
WHERE c.id = %(company_id)s
|
||||
""", locals())
|
||||
|
||||
def _show_buckets_sql_q4(self):
|
||||
return """
|
||||
|
|
@ -267,7 +218,13 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
GROUP BY partner_id, currency_id
|
||||
"""
|
||||
|
||||
def _get_bucket_dates(self, date_end):
|
||||
def _get_bucket_dates(self, date_end, aging_type):
|
||||
return getattr(
|
||||
self, '_get_bucket_dates_%s' % aging_type,
|
||||
self._get_bucket_dates_days
|
||||
)(date_end)
|
||||
|
||||
def _get_bucket_dates_days(date_end):
|
||||
return {
|
||||
'date_end': date_end,
|
||||
'minus_30': date_end - timedelta(days=30),
|
||||
|
|
@ -276,9 +233,23 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
'minus_120': date_end - timedelta(days=120),
|
||||
}
|
||||
|
||||
def _get_bucket_dates_months(date_end):
|
||||
res = {}
|
||||
d = date_end
|
||||
for k in (
|
||||
"date_end",
|
||||
"minus_30",
|
||||
"minus_60",
|
||||
"minus_90",
|
||||
"minus_120",
|
||||
):
|
||||
res[k] = d
|
||||
d = d.replace(day=1) - timedelta(days=1)
|
||||
return res
|
||||
|
||||
def _get_account_show_buckets(self, company_id, partner_ids, date_end,
|
||||
account_type):
|
||||
res = dict(map(lambda x: (x, []), partner_ids))
|
||||
buckets = dict(map(lambda x: (x, []), partner_ids))
|
||||
partners = ', '.join([str(i) for i in partner_ids])
|
||||
date_end = datetime.strptime(
|
||||
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
|
||||
|
|
@ -301,14 +272,24 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
full_dates['minus_60'],
|
||||
full_dates['minus_90'],
|
||||
full_dates['minus_120']),
|
||||
self._show_buckets_sql_q3(company_id),
|
||||
self._show_buckets_sql
|
||||
_q3(company_id),
|
||||
self._show_buckets_sql_q4()))
|
||||
for row in self.env.cr.dictfetchall():
|
||||
res[row.pop('partner_id')].append(row)
|
||||
return res
|
||||
buckets[row.pop('partner_id')].append(row)
|
||||
for partner_id in partner_ids:
|
||||
buckets_to_display[partner_id] = {}
|
||||
for line in buckets[partner_id]:
|
||||
currency = self.env['res.currency'].browse(
|
||||
line['currency_id'])
|
||||
if currency not in buckets_to_display[partner_id]:
|
||||
buckets_to_display[partner_id][currency] = []
|
||||
buckets_to_display[partner_id][currency] = line
|
||||
return buckets_to_display
|
||||
|
||||
@api.multi
|
||||
def get_report_values(self, docids, data):
|
||||
|
||||
company_id = data['company_id']
|
||||
partner_ids = data['partner_ids']
|
||||
date_start = data['date_start']
|
||||
|
|
@ -365,16 +346,9 @@ class CustomerActivityStatement(models.AbstractModel):
|
|||
lines_to_display[partner_id][currency].append(line)
|
||||
|
||||
if data['show_aging_buckets']:
|
||||
buckets = self._get_account_show_buckets(
|
||||
buckets_to_display = self._get_account_show_buckets(
|
||||
company_id, partner_ids, date_end, account_type)
|
||||
for partner_id in partner_ids:
|
||||
buckets_to_display[partner_id] = {}
|
||||
for line in buckets[partner_id]:
|
||||
currency = self.env['res.currency'].browse(
|
||||
line['currency_id'])
|
||||
if currency not in buckets_to_display[partner_id]:
|
||||
buckets_to_display[partner_id][currency] = []
|
||||
buckets_to_display[partner_id][currency] = line
|
||||
|
||||
|
||||
return {
|
||||
'doc_ids': partner_ids,
|
||||
|
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 34 KiB |
|
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,34 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!-- Copyright 2018 Graeme Gellatly
|
||||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
|
||||
|
||||
<odoo>
|
||||
|
||||
<record model="ir.ui.view" id="account_payment_term_form_view">
|
||||
<field name="name">account.payment.term.form (in customer_activity_statement)</field>
|
||||
<field name="model">account.payment.term</field>
|
||||
<field name="inherit_id" ref="TODO othermodule.form_view"/>
|
||||
<field name="arch" type="xml">
|
||||
<!-- TODO -->
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="account_payment_term_search_view">
|
||||
<field name="name">account.payment.term.search (in customer_activity_statement)</field>
|
||||
<field name="model">account.payment.term</field>
|
||||
<field name="inherit_id" ref="TODO othermodule.search_view"/>
|
||||
<field name="arch" type="xml">
|
||||
<!-- TODO -->
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record model="ir.ui.view" id="account_payment_term_tree_view">
|
||||
<field name="name">account.payment.term.tree (in customer_activity_statement)</field>
|
||||
<field name="model">account.payment.term</field>
|
||||
<field name="inherit_id" ref="TODO othermodule.tree_view"/>
|
||||
<field name="arch" type="xml">
|
||||
<!-- TODO -->
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,38 @@
|
|||
# Copyright 2018 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 datetime import date
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CustomerActivityStatementWizard(models.TransientModel):
|
||||
"""Customer Activity Statement wizard."""
|
||||
|
||||
_inherit = 'statement.common'
|
||||
_name = 'customer.activity.statement.wizard'
|
||||
_description = 'Customer Activity Statement Wizard'
|
||||
|
||||
|
||||
def _get_date_start(self):
|
||||
for record in self:
|
||||
record.date_start = fields.Date.context_today() - relativedelta(day=1)
|
||||
|
||||
date_start = fields.Date(required=True, default='_get_date_start')
|
||||
|
||||
account_type = fields.Selection(
|
||||
[('receivable', 'Receivable'),
|
||||
('payable', 'Payable')], string='Account type', default='receivable')
|
||||
|
||||
def _export(self):
|
||||
"""Export to PDF."""
|
||||
data = self._prepare_statement()
|
||||
return self.env.ref(
|
||||
'customer_statement'
|
||||
'.action_print_customer_activity_statement').report_action(
|
||||
self, data=data)
|
||||
|
||||
def _prepare_activity_statement(self):
|
||||
res = super()._prepare_activity_statement()
|
||||
res.update({'date_start': self.date_start})
|
||||
return res
|
||||
|
|
@ -0,0 +1,27 @@
|
|||
# Copyright 2018 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 datetime import date
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CustomerOutstandingStatementWizard(models.TransientModel):
|
||||
"""Customer Outstanding Statement wizard."""
|
||||
|
||||
_name = 'customer.outstanding.statement.wizard'
|
||||
_description = 'Customer Outstanding Statement Wizard'
|
||||
|
||||
company_id = fields.Many2one(
|
||||
comodel_name='res.company',
|
||||
default=lambda self: self.env.user.company_id,
|
||||
string='Company'
|
||||
)
|
||||
|
||||
def _export(self):
|
||||
"""Export to PDF."""
|
||||
data = self._prepare_statement()
|
||||
return self.env.ref(
|
||||
'customer_statement'
|
||||
'.action_print_customer_outstanding_statement').report_action(
|
||||
self, data=data)
|
||||
|
|
@ -0,0 +1,47 @@
|
|||
# -*- coding: utf-8 -*-
|
||||
# Copyright 2018 Graeme Gellatly
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import api, fields, models, _
|
||||
|
||||
|
||||
class StatementCommon(models.AbstractModel):
|
||||
|
||||
_name = 'statement.common'
|
||||
|
||||
name = fields.Char()
|
||||
company_id = fields.Many2one(
|
||||
comodel_name='res.company',
|
||||
default=lambda self: self.env.user.company_id,
|
||||
string='Company'
|
||||
)
|
||||
date_end = fields.Date(required=True,
|
||||
default=fields.Date.context_today)
|
||||
show_aging_buckets = fields.Selection(
|
||||
[('auto', 'Auto'), ('always', 'Always'), ('never', 'Never')],
|
||||
string='Include Aging Buckets', default=True)
|
||||
number_partner_ids = fields.Integer(
|
||||
default=lambda self: len(self._context['active_ids'])
|
||||
)
|
||||
filter_partners_non_due = fields.Boolean(
|
||||
string='Don\'t show partners with no due entries', default=True)
|
||||
|
||||
@api.multi
|
||||
def button_export_pdf(self):
|
||||
self.ensure_one()
|
||||
return self._export()
|
||||
|
||||
def _prepare_statement(self):
|
||||
self.ensure_one()
|
||||
return {
|
||||
'date_start': self.date_start,
|
||||
'date_end': self.date_end,
|
||||
'company_id': self.company_id.id,
|
||||
'partner_ids': self._context['active_ids'],
|
||||
'show_aging_buckets': self.show_aging_buckets,
|
||||
'filter_non_due_partners': self.filter_partners_non_due,
|
||||
'account_type': self.account_type,
|
||||
}
|
||||
|
||||
def _export(self):
|
||||
raise NotImplementedError
|
||||
Loading…
Reference in New Issue