[ADD] Customer Outstanding Statement
mreficent
parent
678d5cf6cd
commit
85b26f3125
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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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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====================================
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Print Customer Outstanding Statement
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====================================
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The outstanding statement provides details of all outstanding customer receivables
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up to a particular date. This includes all unpaid invoices, unclaimed refunds and
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outstanding payments. The list is displayed in chronological order and is split by currencies.
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Aging details can be shown in the report, expressed in aging buckets (30 days
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due, ...), so the customer can review how much is open, due or overdue.
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Configuration
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=============
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Users willing to access to this report should have proper Accounting & Finance rights:
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#. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
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#. In *Application / Accounting & Finance*, select *Accountant* or *Adviser* options.
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Usage
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=====
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To use this module, you need to:
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#. Go to Customers and select one or more
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#. Press 'Action > Customer Outstanding Statement'
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#. Indicate if you want to display aging buckets
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/91/9.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble,
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please check there if your issue has already been reported. If you spotted it
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first, help us smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
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Contributors
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------------
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* Miquel Raïch <miquel.raich@eficent.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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# -*- coding: utf-8 -*-
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# Copyright 2017 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from . import report
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from . import wizard
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# -*- coding: utf-8 -*-
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# Copyright 2017 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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{
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'name': 'Customer Outstanding Statement',
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'version': '9.0.1.0.0',
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'category': 'Reports/pdf',
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'summary': 'OCA Financial Reports',
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'author': "Eficent, Odoo Community Association (OCA)",
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'website': 'https://github.com/OCA/account-financial-reporting',
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'license': 'AGPL-3',
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'depends': [
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'account',
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],
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'data': [
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'views/statement.xml',
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'wizard/customer_outstanding_statement_wizard.xml',
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],
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'installable': True,
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'application': False,
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}
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# -*- coding: utf-8 -*-
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# Copyright 2017 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from . import customer_outstanding_statement
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# -*- coding: utf-8 -*-
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# Copyright 2017 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from datetime import datetime, timedelta
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from openerp.tools import DEFAULT_SERVER_DATE_FORMAT
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from openerp import api, fields, models
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class CustomerOutstandingStatement(models.AbstractModel):
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"""Model of Customer Outstanding Statement"""
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_name = 'report.customer_outstanding_statement.statement'
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def _format_date_to_partner_lang(self, str_date, partner_id):
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lang_code = self.env['res.partner'].browse(partner_id).lang
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lang_id = self.env['res.lang']._lang_get(lang_code)
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lang = self.env['res.lang'].browse(lang_id)
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date = datetime.strptime(str_date, DEFAULT_SERVER_DATE_FORMAT).date()
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return date.strftime(lang.date_format)
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def _display_lines_sql_q1(self, partners, date_end):
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return """
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SELECT m.name as move_id, l.partner_id, l.date, l.name,
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l.ref, l.blocked, l.currency_id, l.company_id,
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CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
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THEN sum(l.amount_currency)
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ELSE sum(l.debit)
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END as debit,
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CASE WHEN (l.currency_id is not null AND l.amount_currency < 0.0)
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THEN sum(l.amount_currency * (-1))
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ELSE sum(l.credit)
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END as credit,
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CASE WHEN l.balance > 0.0
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THEN l.balance - sum(coalesce(pd.amount, 0.0))
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ELSE l.balance + sum(coalesce(pc.amount, 0.0))
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END AS open_amount,
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CASE WHEN l.balance > 0.0
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THEN l.amount_currency - sum(coalesce(pd.amount_currency, 0.0))
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ELSE l.amount_currency + sum(coalesce(pc.amount_currency, 0.0))
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END AS open_amount_currency,
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CASE WHEN l.date_maturity is null
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THEN l.date
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ELSE l.date_maturity
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END as date_maturity
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FROM account_move_line l
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JOIN account_account_type at ON (at.id = l.user_type_id)
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JOIN account_move m ON (l.move_id = m.id)
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LEFT JOIN (SELECT pr.*
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FROM account_partial_reconcile pr
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INNER JOIN account_move_line l2
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ON pr.credit_move_id = l2.id
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WHERE l2.date <= '%s'
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) as pd ON pd.debit_move_id = l.id
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LEFT JOIN (SELECT pr.*
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FROM account_partial_reconcile pr
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INNER JOIN account_move_line l2
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ON pr.debit_move_id = l2.id
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WHERE l2.date <= '%s'
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) as pc ON pc.credit_move_id = l.id
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WHERE l.partner_id IN (%s) AND at.type = 'receivable'
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AND not l.reconciled AND l.date <= '%s'
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GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
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l.ref, l.blocked, l.currency_id,
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l.balance, l.amount_currency, l.company_id
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""" % (date_end, date_end, partners, date_end)
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def _display_lines_sql_q2(self):
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return """
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SELECT partner_id, currency_id, move_id, date, date_maturity,
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debit, credit, name, ref, blocked, company_id,
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CASE WHEN currency_id is not null
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THEN open_amount_currency
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ELSE open_amount
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END as open_amount
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FROM Q1
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"""
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def _display_lines_sql_q3(self, company_id):
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return """
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SELECT Q2.partner_id, move_id, date, date_maturity, Q2.name, ref,
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debit, credit, debit-credit AS amount, blocked,
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COALESCE(Q2.currency_id, c.currency_id) AS currency_id, open_amount
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FROM Q2
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JOIN res_company c ON (c.id = Q2.company_id)
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WHERE c.id = %s
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""" % company_id
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def _get_account_display_lines(self, company_id, partner_ids, date_end):
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res = dict(map(lambda x: (x, []), partner_ids))
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partners = ', '.join([str(i) for i in partner_ids])
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date_end = datetime.strptime(
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date_end, DEFAULT_SERVER_DATE_FORMAT).date()
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self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s), Q3 AS (%s)
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SELECT partner_id, currency_id, move_id, date, date_maturity, debit,
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credit, amount, open_amount, name, ref, blocked
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FROM Q3
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ORDER BY date, date_maturity, move_id""" % (
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self._display_lines_sql_q1(partners, date_end),
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self._display_lines_sql_q2(),
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self._display_lines_sql_q3(company_id)))
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for row in self.env.cr.dictfetchall():
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res[row.pop('partner_id')].append(row)
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return res
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def _show_buckets_sql_q1(self, partners, date_end):
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return """
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SELECT l.partner_id, l.currency_id, l.company_id, l.move_id,
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l.balance - sum(coalesce(pr.amount, 0.0)) as open_due,
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l.amount_currency - sum(coalesce(pr.amount_currency, 0.0))
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AS open_due_currency,
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CASE WHEN l.date_maturity is null
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THEN l.date
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ELSE l.date_maturity
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END as date_maturity
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FROM account_move_line l
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JOIN account_account_type at ON (at.id = l.user_type_id)
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JOIN account_move m ON (l.move_id = m.id)
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LEFT JOIN (
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SELECT pr.*
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FROM account_partial_reconcile pr
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INNER JOIN account_move_line l2
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ON pr.credit_move_id = l2.id
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WHERE l2.date <= '%s'
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) as pr
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ON pr.debit_move_id = l.id
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WHERE l.partner_id IN (%s) AND at.type = 'receivable'
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AND not l.reconciled AND not l.blocked
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AND l.balance > 0.0
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GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
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l.amount_currency, l.balance, l.move_id,
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l.company_id
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""" % (date_end, partners)
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def _show_buckets_sql_q2(self, today, minus_30, minus_60, minus_90,
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minus_120):
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return """
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SELECT partner_id, currency_id, date_maturity, open_due,
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open_due_currency, move_id, company_id,
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CASE
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WHEN '%s' <= date_maturity AND currency_id is null
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THEN open_due
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WHEN '%s' <= date_maturity AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as current,
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CASE
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WHEN '%s' < date_maturity AND date_maturity < '%s'
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AND currency_id is null THEN open_due
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WHEN '%s' < date_maturity AND date_maturity < '%s'
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AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as b_1_30,
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CASE
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is null THEN open_due
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as b_30_60,
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CASE
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is null THEN open_due
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as b_60_90,
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CASE
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is null THEN open_due
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WHEN '%s' < date_maturity AND date_maturity <= '%s'
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AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as b_90_120,
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CASE
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WHEN date_maturity <= '%s' AND currency_id is null
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THEN open_due
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WHEN date_maturity <= '%s' AND currency_id is not null
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THEN open_due_currency
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ELSE 0.0
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END as b_over_120
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FROM Q1
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GROUP BY partner_id, currency_id, date_maturity, open_due,
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open_due_currency, move_id, company_id
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""" % (today, today, minus_30, today, minus_30, today, minus_60,
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minus_30, minus_60, minus_30, minus_90, minus_60, minus_90,
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minus_60, minus_120, minus_90, minus_120, minus_90, minus_120,
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minus_120)
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def _show_buckets_sql_q3(self, company_id):
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return """
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SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120,
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b_over_120,
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COALESCE(Q2.currency_id, c.currency_id) AS currency_id
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FROM Q2
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JOIN res_company c ON (c.id = Q2.company_id)
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WHERE c.id = %s
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""" % company_id
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def _show_buckets_sql_q4(self):
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return """
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SELECT partner_id, currency_id, sum(current) as current,
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sum(b_1_30) as b_1_30,
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sum(b_30_60) as b_30_60,
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sum(b_60_90) as b_60_90,
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sum(b_90_120) as b_90_120,
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sum(b_over_120) as b_over_120
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FROM Q3
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GROUP BY partner_id, currency_id
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"""
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_bucket_dates = {
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'today': fields.date.today(),
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'minus_30': fields.date.today() - timedelta(days=30),
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'minus_60': fields.date.today() - timedelta(days=60),
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'minus_90': fields.date.today() - timedelta(days=90),
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'minus_120': fields.date.today() - timedelta(days=120),
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}
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def _get_account_show_buckets(self, company_id, partner_ids, date_end):
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res = dict(map(lambda x: (x, []), partner_ids))
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partners = ', '.join([str(i) for i in partner_ids])
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date_end = datetime.strptime(
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date_end, DEFAULT_SERVER_DATE_FORMAT).date()
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self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s),
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Q3 AS (%s), Q4 AS (%s)
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SELECT partner_id, currency_id, current, b_1_30, b_30_60, b_60_90,
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b_90_120, b_over_120,
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current+b_1_30+b_30_60+b_60_90+b_90_120+b_over_120
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AS balance
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FROM Q4
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||||||
|
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_q1(partners, date_end),
|
||||||
|
self._show_buckets_sql_q2(
|
||||||
|
self._bucket_dates['today'],
|
||||||
|
self._bucket_dates['minus_30'],
|
||||||
|
self._bucket_dates['minus_60'],
|
||||||
|
self._bucket_dates['minus_90'],
|
||||||
|
self._bucket_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 render_html(self, data):
|
||||||
|
company_id = data['company_id']
|
||||||
|
partner_ids = data['partner_ids']
|
||||||
|
date_end = data['date_end']
|
||||||
|
today = fields.Date.today()
|
||||||
|
|
||||||
|
buckets_to_display = {}
|
||||||
|
lines_to_display, amount_due = {}, {}
|
||||||
|
currency_to_display = {}
|
||||||
|
today_display, date_end_display = {}, {}
|
||||||
|
|
||||||
|
lines = self._get_account_display_lines(
|
||||||
|
company_id, partner_ids, date_end)
|
||||||
|
|
||||||
|
for partner_id in partner_ids:
|
||||||
|
lines_to_display[partner_id], amount_due[partner_id] = {}, {}
|
||||||
|
currency_to_display[partner_id] = {}
|
||||||
|
today_display[partner_id] = self._format_date_to_partner_lang(
|
||||||
|
today, partner_id)
|
||||||
|
date_end_display[partner_id] = self._format_date_to_partner_lang(
|
||||||
|
date_end, 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
|
||||||
|
amount_due[partner_id][currency] = 0.0
|
||||||
|
if not line['blocked']:
|
||||||
|
amount_due[partner_id][currency] += line['open_amount']
|
||||||
|
line['balance'] = amount_due[partner_id][currency]
|
||||||
|
line['date'] = self._format_date_to_partner_lang(
|
||||||
|
line['date'], partner_id)
|
||||||
|
line['date_maturity'] = self._format_date_to_partner_lang(
|
||||||
|
line['date_maturity'], partner_id)
|
||||||
|
lines_to_display[partner_id][currency].append(line)
|
||||||
|
|
||||||
|
if data['show_aging_buckets']:
|
||||||
|
buckets = self._get_account_show_buckets(
|
||||||
|
company_id, partner_ids, date_end)
|
||||||
|
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
|
||||||
|
|
||||||
|
docargs = {
|
||||||
|
'doc_ids': partner_ids,
|
||||||
|
'doc_model': 'res.partner',
|
||||||
|
'docs': self.env['res.partner'].browse(partner_ids),
|
||||||
|
'Amount_Due': amount_due,
|
||||||
|
'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_end': date_end_display,
|
||||||
|
'Date': today_display,
|
||||||
|
}
|
||||||
|
return self.env['report'].render(
|
||||||
|
'customer_outstanding_statement.statement', values=docargs)
|
||||||
Binary file not shown.
|
After Width: | Height: | Size: 24 KiB |
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,75 @@
|
||||||
|
<section class="oe_container">
|
||||||
|
<div class="oe_row oe_spaced">
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h2 class="oe_slogan">Customer Outstanding Statement</h2>
|
||||||
|
</div>
|
||||||
|
<div class="oe_span6">
|
||||||
|
<div class="oe_demo oe_picture oe_screenshot">
|
||||||
|
<img src="Outstanding_Statement.png">
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="oe_span6">
|
||||||
|
<p class="oe_mt32"><div style="text-align:justify">The outstanding statement provides details of all outstanding
|
||||||
|
customer receivables up to a particular date. This includes all unpaid invoices, unclaimed
|
||||||
|
refunds and outstanding payments. The list is displayed in chronological order and is split
|
||||||
|
by currencies.<br><br>Aging details can be shown in the report, expressed in aging buckets (30 days
|
||||||
|
due, ...), so the customer can review how much is open, due or overdue.</div></p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</section>
|
||||||
|
|
||||||
|
<section class="oe_container">
|
||||||
|
<div class="oe_row oe_spaced">
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h2 class="oe_slogan">Configuration</h2>
|
||||||
|
</div>
|
||||||
|
<div class="oe_span12">
|
||||||
|
<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>
|
||||||
|
</ul>
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</section>
|
||||||
|
|
||||||
|
<section class="oe_container oe_dark">
|
||||||
|
<div class="oe_row oe_spaced">
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h2 class="oe_slogan">Usage</h2>
|
||||||
|
</div>
|
||||||
|
<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>Press '<code>Action > Customer Outstanding Statement</code>'</li>
|
||||||
|
<li>Indicate if you want to display aging buckets</li>
|
||||||
|
</ul>
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</section>
|
||||||
|
|
||||||
|
<section class="oe_container oe_dark">
|
||||||
|
<div class="oe_row">
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h2 class="oe_slogan">Credits</h2>
|
||||||
|
</div>
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h3>Contributors</h3>
|
||||||
|
<ul>
|
||||||
|
<li>Miquel Raïch <<a href="mailto:miquel.raich@eficent.com">miquel.raich@eficent.com</a>></li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="oe_span12">
|
||||||
|
<h3>Maintainer</h3>
|
||||||
|
<p>
|
||||||
|
This module is maintained by the OCA.<br/>
|
||||||
|
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.<br/>
|
||||||
|
To contribute to this module, please visit <a href="http://odoo-community.org">http://odoo-community.org</a>.<br/>
|
||||||
|
<a href="http://odoo-community.org"><img class="oe_picture oe_centered" src="http://odoo-community.org/logo.png"></a>
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</section>
|
||||||
|
|
@ -0,0 +1,6 @@
|
||||||
|
# -*- 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
|
||||||
|
|
@ -0,0 +1,67 @@
|
||||||
|
# -*- 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 openerp.tests.common import TransactionCase
|
||||||
|
|
||||||
|
|
||||||
|
class TestCustomerOutstandingStatement(TransactionCase):
|
||||||
|
"""
|
||||||
|
Tests for Customer Outstanding Statement.
|
||||||
|
"""
|
||||||
|
def setUp(self):
|
||||||
|
super(TestCustomerOutstandingStatement, self).setUp()
|
||||||
|
|
||||||
|
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.partner2 = self.env.ref('base.res_partner_2')
|
||||||
|
self.g_account_user = self.env.ref('account.group_account_user')
|
||||||
|
|
||||||
|
self.user = self._create_user('user_1', [self.g_account_user],
|
||||||
|
self.company).id
|
||||||
|
|
||||||
|
self.statement_model = \
|
||||||
|
self.env['report.customer_outstanding_statement.statement']
|
||||||
|
self.wiz = self.env['customer.outstanding.statement.wizard']
|
||||||
|
self.report_name = 'customer_outstanding_statement.statement'
|
||||||
|
self.report_title = 'Customer Outstanding Statement'
|
||||||
|
|
||||||
|
def _create_user(self, login, groups, company):
|
||||||
|
group_ids = [group.id for group in groups]
|
||||||
|
user = self.res_users_model.create({
|
||||||
|
'name': login,
|
||||||
|
'login': login,
|
||||||
|
'password': 'demo',
|
||||||
|
'email': 'example@yourcompany.com',
|
||||||
|
'company_id': company.id,
|
||||||
|
'company_ids': [(4, company.id)],
|
||||||
|
'groups_id': [(6, 0, group_ids)]
|
||||||
|
})
|
||||||
|
return user
|
||||||
|
|
||||||
|
def test_customer_outstanding_statement(self):
|
||||||
|
|
||||||
|
wiz_id = self.wiz.with_context(
|
||||||
|
active_ids=[self.partner1.id, self.partner2.id],
|
||||||
|
).create({})
|
||||||
|
|
||||||
|
statement = wiz_id.button_export_pdf()
|
||||||
|
|
||||||
|
self.assertDictContainsSubset(
|
||||||
|
{
|
||||||
|
'type': 'ir.actions.report.xml',
|
||||||
|
'report_name': self.report_name,
|
||||||
|
'report_type': 'qweb-pdf',
|
||||||
|
},
|
||||||
|
statement,
|
||||||
|
'There was an error and the PDF report was not generated.'
|
||||||
|
)
|
||||||
|
|
||||||
|
data = wiz_id._prepare_outstanding_statement()
|
||||||
|
report = self.statement_model.render_html(data)
|
||||||
|
self.assertIsInstance(report, str,
|
||||||
|
"There was an error while compiling the report.")
|
||||||
|
self.assertIn("<!DOCTYPE html>", report,
|
||||||
|
"There was an error while compiling the report.")
|
||||||
|
|
@ -0,0 +1,202 @@
|
||||||
|
<?xml version="1.0" encoding="utf-8"?>
|
||||||
|
<odoo>
|
||||||
|
<template id="customer_outstanding_statement.statement_document">
|
||||||
|
<t t-call="report.external_layout">
|
||||||
|
<div class="page">
|
||||||
|
<div class="row">
|
||||||
|
<div class="col-xs-5 col-xs-offset-7">
|
||||||
|
<span t-field="o.name"/><br/>
|
||||||
|
<span t-raw="o._address_display(None, None)[o.id].replace('\n\n', '\n').replace('\n', '<br>')"/>
|
||||||
|
<span t-field="o.vat"/>
|
||||||
|
</div>
|
||||||
|
<p>
|
||||||
|
Document: Customer outstanding statement<br/>
|
||||||
|
Date: <span t-esc="Date[o.id]" /><br/>
|
||||||
|
<t t-if="o.ref">Partner ref: <span t-field="o.ref"/></t>
|
||||||
|
</p>
|
||||||
|
|
||||||
|
<t t-if="Lines[o.id]">
|
||||||
|
<br/> <br/>
|
||||||
|
<t t-foreach="Lines[o.id]" t-as="currency">
|
||||||
|
<br t-if="not currency_first" />
|
||||||
|
<p>
|
||||||
|
Outstanding Statement in <span t-esc="Currencies[o.id][currency].name"/>:
|
||||||
|
</p>
|
||||||
|
<table class="table table-condensed" style="border: 1px solid black; border-collapse: collapse;">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th style="border-right: 1px solid black;">Reference number</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">Date</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">Due Date</th>
|
||||||
|
<th style="border-right: 1px solid black;">Description</th>
|
||||||
|
<th class="text-right" style="border-right: 1px solid black;">Original Amount</th>
|
||||||
|
<th class="text-right" style="border-right: 1px solid black;">Open Amount</th>
|
||||||
|
<th class="text-right" style="border-right: 1px solid black;">Balance</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tr t-foreach="Lines[o.id][currency]" t-as="line">
|
||||||
|
<t t-if="not line['blocked']">
|
||||||
|
<td style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['move_id']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['date']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['date_maturity']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black;">
|
||||||
|
<t t-if="line['name'] != '/'">
|
||||||
|
<t t-if="not line['ref']"><span t-esc="line['name']"/></t>
|
||||||
|
<t t-if="line['ref'] and line['name']">
|
||||||
|
<t t-if="line['name'] not in line['ref']"><span t-esc="line['name']"/></t>
|
||||||
|
<t t-if="line['ref'] not in line['name']"><span t-esc="line['ref']"/></t>
|
||||||
|
</t>
|
||||||
|
</t>
|
||||||
|
<t t-if="line['name'] == '/'"><span t-esc="line['ref']"/></t>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['open_amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="line['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
</t>
|
||||||
|
<t t-if="line['blocked']">
|
||||||
|
<td style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['move_id']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['date']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['date_maturity']"/>
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<t t-if="line['name'] != '/'">
|
||||||
|
<t t-if="not line['ref']"><span t-esc="line['name']"/></t>
|
||||||
|
<t t-if="line['ref'] and line['name']">
|
||||||
|
<t t-if="line['name'] not in line['ref']"><span t-esc="line['name']"/></t>
|
||||||
|
<t t-if="line['ref'] not in line['name']"><span t-esc="line['ref']"/></t>
|
||||||
|
</t>
|
||||||
|
</t>
|
||||||
|
<t t-if="line['name'] == '/'"><span t-esc="line['ref']"/></t>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['open_amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
|
||||||
|
<span t-esc="line['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
</t>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td style="border-right: 1px solid black;"></td>
|
||||||
|
<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;">
|
||||||
|
Ending Balance
|
||||||
|
</td>
|
||||||
|
<td style="border-right: 1px solid black;"></td>
|
||||||
|
<td style="border-right: 1px solid black;"></td>
|
||||||
|
<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>
|
||||||
|
</tr>
|
||||||
|
</table>
|
||||||
|
<table class="table table-condensed" t-if="Show_Buckets" style="border: 1px solid black; border-collapse: collapse;">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">Current Due</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">1-30 Days Due</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">30-60 Days Due</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">60-90 Days Due</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">90-120 Days Due</th>
|
||||||
|
<th class="text-center" style="border-right: 1px solid black;">+120 Days Due</th>
|
||||||
|
<th class="text-right" style="border-right: 1px solid black;">Balance Due</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tr t-if="currency in Buckets[o.id]">
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['current']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['b_1_30']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['b_30_60']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['b_60_90']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['b_90_120']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['b_over_120']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="Buckets[o.id][currency]['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr t-if="currency not in Buckets[o.id]">
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
<td class="text-right" style="border-right: 1px solid black;">
|
||||||
|
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</table>
|
||||||
|
</t>
|
||||||
|
</t>
|
||||||
|
<p t-if="not Lines[o.id]">
|
||||||
|
<strong>The partner doesn't have due entries.</strong>
|
||||||
|
</p>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</t>
|
||||||
|
</template>
|
||||||
|
|
||||||
|
<template id="statement">
|
||||||
|
<t t-call="report.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"/>
|
||||||
|
</t>
|
||||||
|
</t>
|
||||||
|
</t>
|
||||||
|
</template>
|
||||||
|
|
||||||
|
<report id="action_print_customer_outstanding_statement"
|
||||||
|
model="res.partner"
|
||||||
|
report_type="qweb-pdf"
|
||||||
|
menu="False"
|
||||||
|
string="Statement Action to PDF"
|
||||||
|
name="customer_outstanding_statement.statement"
|
||||||
|
file="customer_outstanding_statement.statement"
|
||||||
|
/>
|
||||||
|
</odoo>
|
||||||
|
|
@ -0,0 +1,6 @@
|
||||||
|
# -*- 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
|
||||||
|
|
@ -0,0 +1,51 @@
|
||||||
|
# -*- 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 datetime import date
|
||||||
|
from openerp 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)
|
||||||
|
|
||||||
|
@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,
|
||||||
|
}
|
||||||
|
|
||||||
|
def _export(self):
|
||||||
|
"""Export to PDF."""
|
||||||
|
data = self._prepare_outstanding_statement()
|
||||||
|
return self.env['report'].with_context(landscape=True).get_action(
|
||||||
|
self, 'customer_outstanding_statement.statement', data=data)
|
||||||
|
|
@ -0,0 +1,49 @@
|
||||||
|
<?xml version="1.0" encoding="utf-8"?>
|
||||||
|
<openerp>
|
||||||
|
<data>
|
||||||
|
<!-- wizard action on res.partner -->
|
||||||
|
<act_window id="customer_outstanding_statement_wizard_action"
|
||||||
|
name="Customer Outstanding Statement"
|
||||||
|
src_model="res.partner"
|
||||||
|
res_model="customer.outstanding.statement.wizard"
|
||||||
|
view_type="form" view_mode="form"
|
||||||
|
key2="client_action_multi" target="new"
|
||||||
|
groups="account.group_account_user"/>
|
||||||
|
|
||||||
|
<!-- wizard view -->
|
||||||
|
<record id="customer_outstanding_statement_wizard_view" model="ir.ui.view">
|
||||||
|
<field name="name">Customer Outstanding Statement Wizard</field>
|
||||||
|
<field name="model">customer.outstanding.statement.wizard</field>
|
||||||
|
<field name="arch" type="xml">
|
||||||
|
<form name="Report Options">
|
||||||
|
<div style="text-align:justify">
|
||||||
|
<label string="The outstanding statement provides details of all outstanding
|
||||||
|
customer receivables up to a particular date. This includes all unpaid invoices, unclaimed
|
||||||
|
refunds and outstanding payments. The list is displayed in chronological order and is
|
||||||
|
split by currencies."/><br/><br/>
|
||||||
|
<label string="Aging details can be shown in the report, expressed in aging
|
||||||
|
buckets (30 days due, ...), so the customer can review how much is open, due or overdue."/>
|
||||||
|
</div><hr/>
|
||||||
|
<group name="main_info">
|
||||||
|
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
|
||||||
|
</group>
|
||||||
|
<group name="dates">
|
||||||
|
<field name="date_end"/>
|
||||||
|
</group>
|
||||||
|
<group name="aging_report">
|
||||||
|
<field name="show_aging_buckets"/>
|
||||||
|
</group>
|
||||||
|
<group name="multiple_partners">
|
||||||
|
<field name="number_partner_ids" readonly="1" invisible="1"/>
|
||||||
|
<field name="filter_partners_non_due" attrs="{'invisible': [('number_partner_ids', '=', 1)]}"/>
|
||||||
|
</group>
|
||||||
|
<footer>
|
||||||
|
<button name="button_export_pdf" string="Export PDF" type="object" default_focus="1" class="oe_highlight"/>
|
||||||
|
or
|
||||||
|
<button string="Cancel" class="oe_link" special="cancel" />
|
||||||
|
</footer>
|
||||||
|
</form>
|
||||||
|
</field>
|
||||||
|
</record>
|
||||||
|
</data>
|
||||||
|
</openerp>
|
||||||
Loading…
Reference in New Issue