Review of OCA Aged Partner Balance Report PDF

2016-07-25 13:04:09 +02:00 · 2016-07-25 13:04:09 +02:00 · 8628652d9c
parent ca438bddb6
commit 8628652d9c
4 changed files with 134 additions and 44 deletions
--- a/account_financial_report_qweb/menuitems.xml
+++ b/account_financial_report_qweb/menuitems.xml
@ -15,12 +15,6 @@
            id="menu_general_ledger_wizard"
            />

-        <menuitem
-            parent="menu_oca_reports"
-            action='action_aged_partner_balance_wizard'
-            id='menu_aged_partner_balance_wizard'
-            />
-
        <menuitem icon="STOCK_PRINT" name="Partner Balance"
            parent="menu_oca_reports" action="action_account_partner_balance_wizard_view"
            groups="account.group_account_manager,account.group_account_user" id="menu_account_partner_balance_report"/>
@ -40,6 +34,12 @@
            id='menu_open_items_wizard'
            />

+        <menuitem
+            parent="menu_oca_reports"
+            action='action_aged_partner_balance_wizard'
+            id='menu_aged_partner_balance_wizard'
+            />
+
    </data>
 </openerp>

--- a/account_financial_report_qweb/report/aged_partner_balance.py
+++ b/account_financial_report_qweb/report/aged_partner_balance.py
@ -8,10 +8,19 @@ from openerp import models, fields, api
 class AgedPartnerBalanceReport(models.TransientModel):
    """ Here, we just define class fields.
    For methods, go more bottom at this file.
+
+    The class hierarchy is :
+    * AgedPartnerBalanceReport
+    ** AgedPartnerBalanceAccount
+    *** AgedPartnerBalancePartner
+    **** AgedPartnerBalanceLine
+    **** AgedPartnerBalanceMoveLine
+            If "show_move_line_details" is selected
    """

    _name = 'report_aged_partner_balance_qweb'

+    # Filters fields, used for data computation
    date_at = fields.Date()
    only_posted_moves = fields.Boolean()
    company_id = fields.Many2one(comodel_name='res.company')
@ -19,8 +28,10 @@ class AgedPartnerBalanceReport(models.TransientModel):
    filter_partner_ids = fields.Many2many(comodel_name='res.partner')
    show_move_line_details = fields.Boolean()

+    # Open Items Report Data fields, used as base for compute the data reports
    open_items_id = fields.Many2one(comodel_name='report_open_items_qweb')

+    # Data fields, used to browse report data
    account_ids = fields.One2many(
        comodel_name='report_aged_partner_balance_qweb_account',
        inverse_name='report_id'
@ -37,10 +48,14 @@ class AgedPartnerBalanceAccount(models.TransientModel):
        ondelete='cascade',
        index=True
    )
+
+    # Data fields, used to keep link with real object
    account_id = fields.Many2one(
        'account.account',
        index=True
    )
+
+    # Data fields, used for report display
    code = fields.Char()
    name = fields.Char()

@ -59,6 +74,7 @@ class AgedPartnerBalanceAccount(models.TransientModel):
    percent_age_120_days = fields.Float(digits=(16, 2))
    percent_older = fields.Float(digits=(16, 2))

+    # Data fields, used to browse report data
    partner_ids = fields.One2many(
        comodel_name='report_aged_partner_balance_qweb_partner',
        inverse_name='report_account_id'
@ -74,17 +90,21 @@ class AgedPartnerBalancePartner(models.TransientModel):
        ondelete='cascade',
        index=True
    )
+
+    # Data fields, used to keep link with real object
    partner_id = fields.Many2one(
        'res.partner',
        index=True
    )
+
+    # Data fields, used for report display
    name = fields.Char()

+    # Data fields, used to browse report data
    move_line_ids = fields.One2many(
        comodel_name='report_aged_partner_balance_qweb_move_line',
        inverse_name='report_partner_id'
    )
-
    line_ids = fields.One2many(
        comodel_name='report_aged_partner_balance_qweb_line',
        inverse_name='report_partner_id'
@ -92,14 +112,16 @@ class AgedPartnerBalancePartner(models.TransientModel):

    @api.model
    def _generate_order_by(self, order_spec, query):
+        """Custom order to display "No partner allocated" at last position."""
        return """
 ORDER BY
-CASE
-    WHEN "report_aged_partner_balance_qweb_partner"."partner_id" IS NOT NULL
-    THEN 0
-    ELSE 1
+    CASE
+        WHEN
+            "report_aged_partner_balance_qweb_partner"."partner_id" IS NOT NULL
+        THEN 0
+        ELSE 1
    END,
-"report_aged_partner_balance_qweb_partner"."name"
+    "report_aged_partner_balance_qweb_partner"."name"
        """


@ -112,6 +134,8 @@ class AgedPartnerBalanceLine(models.TransientModel):
        ondelete='cascade',
        index=True
    )
+
+    # Data fields, used for report display
    partner = fields.Char()
    amount_residual = fields.Float(digits=(16, 2))
    current = fields.Float(digits=(16, 2))
@ -131,7 +155,11 @@ class AgedPartnerBalanceMoveLine(models.TransientModel):
        ondelete='cascade',
        index=True
    )
+
+    # Data fields, used to keep link with real object
    move_line_id = fields.Many2one('account.move.line')
+
+    # Data fields, used for report display
    date = fields.Date()
    date_due = fields.Date()
    entry = fields.Char()
@ -150,24 +178,30 @@ class AgedPartnerBalanceMoveLine(models.TransientModel):


 class AgedPartnerBalanceReportCompute(models.TransientModel):
+    """ Here, we just define methods.
+    For class fields, go more top at this file.
+    """

    _inherit = 'report_aged_partner_balance_qweb'

-    @api.model
+    @api.multi
    def print_report(self):
        self.ensure_one()
        self.compute_data_for_report()
+        report_name = 'account_financial_report_qweb.' \
+                      'report_aged_partner_balance_qweb'
        return {
            'type': 'ir.actions.report.xml',
-            'report_name':
-                'account_financial_report_qweb.'
-                'report_aged_partner_balance_qweb',
+            'report_name': report_name,
            'datas': {'ids': [self.id]},
        }

-    @api.model
+    @api.multi
    def compute_data_for_report(self):
        self.ensure_one()
+        # Compute Open Items Report Data.
+        # The data of Aged Partner Balance Report
+        # are based on Open Items Report data.
        model = self.env['report_open_items_qweb']
        self.open_items_id = model.create({
            'date_at': self.date_at,
@ -178,16 +212,18 @@ class AgedPartnerBalanceReportCompute(models.TransientModel):
        })
        self.open_items_id.compute_data_for_report()

-        self.inject_account_values()
-        self.inject_partner_values()
-        self.inject_line_values()
-        self.inject_line_values(only_empty_partner_line=True)
+        # Compute report data
+        self._inject_account_values()
+        self._inject_partner_values()
+        self._inject_line_values()
+        self._inject_line_values(only_empty_partner_line=True)
        if self.show_move_line_details:
-            self.inject_move_line_values()
-            self.inject_move_line_values(only_empty_partner_line=True)
-        self.compute_accounts_cumul()
+            self._inject_move_line_values()
+            self._inject_move_line_values(only_empty_partner_line=True)
+        self._compute_accounts_cumul()

-    def inject_account_values(self):
+    def _inject_account_values(self):
+        """Inject report values for report_aged_partner_balance_qweb_account"""
        query_inject_account = """
 INSERT INTO
    report_aged_partner_balance_qweb_account
@ -218,7 +254,8 @@ WHERE
        )
        self.env.cr.execute(query_inject_account, query_inject_account_params)

-    def inject_partner_values(self):
+    def _inject_partner_values(self):
+        """Inject report values for report_aged_partner_balance_qweb_partner"""
        query_inject_partner = """
 INSERT INTO
    report_aged_partner_balance_qweb_partner
@ -252,7 +289,12 @@ AND ra.report_id = %s
        )
        self.env.cr.execute(query_inject_partner, query_inject_partner_params)

-    def inject_line_values(self, only_empty_partner_line=False):
+    def _inject_line_values(self, only_empty_partner_line=False):
+        """ Inject report values for report_aged_partner_balance_qweb_line.
+
+        The "only_empty_partner_line" value is used
+        to compute data without partner.
+        """
        query_inject_line = """
 WITH
    date_range AS
@ -363,7 +405,12 @@ GROUP BY
        )
        self.env.cr.execute(query_inject_line, query_inject_line_params)

-    def inject_move_line_values(self, only_empty_partner_line=False):
+    def _inject_move_line_values(self, only_empty_partner_line=False):
+        """ Inject report values for report_aged_partner_balance_qweb_move_line
+
+        The "only_empty_partner_line" value is used
+        to compute data without partner.
+        """
        query_inject_move_line = """
 WITH
    date_range AS
@ -473,7 +520,10 @@ AND ra.report_id = %s
        self.env.cr.execute(query_inject_move_line,
                            query_inject_move_line_params)

-    def compute_accounts_cumul(self):
+    def _compute_accounts_cumul(self):
+        """ Compute cumulative amount for
+        report_aged_partner_balance_qweb_account.
+        """
        query_compute_accounts_cumul = """
 WITH
    cumuls AS
--- a/account_financial_report_qweb/report/templates/aged_partner_balance.xml
+++ b/account_financial_report_qweb/report/templates/aged_partner_balance.xml
@ -4,54 +4,65 @@
    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb">
        <t t-call="report.html_container">
            <t t-foreach="docs" t-as="o">
+                <!-- Saved flag fields into variables, used to define columns display -->
                <t t-set="show_move_line_details" t-value="o.show_move_line_details"/>

                <t t-call="account_financial_report_qweb.internal_layout">
+                    <!-- Defines global variables used by internal layout -->
                    <t t-set="title" t-value='"Aged Partner Balance"'/>
                    <t t-set="company_name" t-value="o.company_id.name"/>
+
                    <div class="page">
-                        <div class="act_as_table data_table" style="width: 1140px !important;">
-                            <div class="act_as_row labels">
-                                <div class="act_as_cell">Date at filter</div>
-                                <div class="act_as_cell">Target moves filter</div>
-                            </div>
-                            <div class="act_as_row">
-                                <div class="act_as_cell">
-                                    <span t-field="o.date_at"/>
-                                </div>
-                                <div class="act_as_cell">
-                                    <t t-if="o.only_posted_moves">All posted entries</t>
-                                    <t t-if="not o.only_posted_moves">All entries</t>
-                                </div>
-                            </div>
-                        </div>
+                        <!-- Display filters -->
+                        <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_filters"/>
+
                        <t t-foreach="o.account_ids" t-as="account">
                            <div class="page_break">
+                                <!-- Display account header -->
                                <div class="act_as_table list_table" style="margin-top: 10px;"/>
                                <div class="act_as_caption account_title" style="width: 1141px !important;">
                                    <span t-field="account.code"/> - <span t-field="account.name"/>
                                </div>
+
+                                <!-- Display account lines -->
                                <t t-if="not show_move_line_details">
                                    <div class="act_as_table data_table" style="width: 1140px !important;">
+                                        <!-- Display account header -->
                                        <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_lines_header"/>
+
                                        <t t-foreach="account.partner_ids" t-as="partner">
+
+                                            <!-- Display one line per partner -->
                                            <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_lines"/>
                                        </t>
                                    </div>
+
+                                    <!-- Display account footer -->
                                    <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_account_ending_cumul"/>
                                </t>
+
+                                <!-- Display account move lines -->
                                <t t-if="show_move_line_details">
+
+                                    <!-- Display account partners -->
                                    <t t-foreach="account.partner_ids" t-as="partner">
                                        <div class="page_break">
+                                            <!-- Display partner header -->
                                            <div class="act_as_caption account_title">
                                                <span t-field="partner.name"/>
                                            </div>
+
+                                            <!-- Display partner move lines -->
                                            <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_move_lines"/>
+
+                                            <!-- Display partner footer -->
                                            <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_partner_ending_cumul">
                                                <t t-set="partner_cumul_line" t-value="partner.line_ids"/>
                                            </t>
                                        </div>
                                    </t>
+
+                                    <!-- Display account footer -->
                                    <t t-call="account_financial_report_qweb.report_aged_partner_balance_qweb_account_ending_cumul"/>
                                </t>
                            </div>
@ -62,7 +73,26 @@
        </t>
    </template>

+    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_filters">
+        <div class="act_as_table data_table" style="width: 1140px !important;">
+            <div class="act_as_row labels">
+                <div class="act_as_cell">Date at filter</div>
+                <div class="act_as_cell">Target moves filter</div>
+            </div>
+            <div class="act_as_row">
+                <div class="act_as_cell">
+                    <span t-field="o.date_at"/>
+                </div>
+                <div class="act_as_cell">
+                    <t t-if="o.only_posted_moves">All posted entries</t>
+                    <t t-if="not o.only_posted_moves">All entries</t>
+                </div>
+            </div>
+        </div>
+    </template>
+
    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_lines_header">
+        <!-- Display table headers for lines -->
        <div class="act_as_thead">
            <div class="act_as_row labels">
                <!--## partner-->
@ -86,6 +116,7 @@
    </template>

    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_lines">
+        <!-- Display each lines -->
        <t t-foreach="partner.line_ids" t-as="line">
            <!-- # lines -->
            <div class="act_as_row lines">
@ -111,6 +142,7 @@

    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_move_lines">
        <div class="act_as_table data_table" style="width: 1140px !important;">
+            <!-- Display table headers for move lines -->
            <div class="act_as_thead">
                <div class="act_as_row labels">
                    <!--## date-->
@ -143,6 +175,7 @@
                    <div class="act_as_cell" style="width: 70px;">Older</div>
                </div>
            </div>
+            <!-- Display each move lines -->
            <t t-foreach="partner.move_line_ids" t-as="line">
                <!-- # lines or centralized lines -->
                <div class="act_as_row lines">
@ -180,6 +213,7 @@
    </template>

    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_partner_ending_cumul">
+        <!-- Display ending balance line for partner -->
        <div class="act_as_table list_table" style="width: 1141px !important;">
            <div class="act_as_row labels" style="font-weight: bold;">
                <!--## date-->
@ -205,6 +239,7 @@
    </template>

    <template id="account_financial_report_qweb.report_aged_partner_balance_qweb_account_ending_cumul">
+        <!-- Display ending balance line for account -->
        <div class="act_as_table list_table" style="width: 1141px !important;">
            <div class="act_as_row labels" style="font-weight: bold;">
                <t t-if="not show_move_line_details">
--- a/account_financial_report_qweb/wizard/aged_partner_balance_wizard.py
+++ b/account_financial_report_qweb/wizard/aged_partner_balance_wizard.py
@ -63,6 +63,11 @@ class AgedPartnerBalance(models.TransientModel):

    @api.multi
    def button_export_pdf(self):
+        self.ensure_one()
+        return self._export()
+
+    def _export(self):
+        """Default export is PDF."""
        model = self.env['report_aged_partner_balance_qweb']
        report = model.create({
            'date_at': self.date_at,