[MIG] partner_statement: Migration to 15.0
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@ -1,9 +1,9 @@
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# Copyright 2018 ForgeFlow, S.L. (http://www.forgeflow.com)
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# Copyright 2022 ForgeFlow, S.L. (http://www.forgeflow.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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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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{
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"name": "Partner Statement",
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"name": "Partner Statement",
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"version": "14.0.1.1.0",
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"version": "15.0.1.0.0",
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"category": "Accounting & Finance",
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"category": "Accounting & Finance",
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"summary": "OCA Financial Reports",
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"summary": "OCA Financial Reports",
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"author": "ForgeFlow, Odoo Community Association (OCA)",
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"author": "ForgeFlow, Odoo Community Association (OCA)",
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@ -16,11 +16,15 @@
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"security/statement_security.xml",
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"security/statement_security.xml",
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"views/activity_statement.xml",
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"views/activity_statement.xml",
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"views/outstanding_statement.xml",
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"views/outstanding_statement.xml",
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"views/assets.xml",
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"views/aging_buckets.xml",
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"views/aging_buckets.xml",
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"views/res_config_settings.xml",
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"views/res_config_settings.xml",
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"wizard/statement_wizard.xml",
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"wizard/statement_wizard.xml",
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],
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],
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"assets": {
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"web.report_assets_common": [
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"/partner_statement/static/src/scss/layout_statement.scss",
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],
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},
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"installable": True,
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"installable": True,
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"application": False,
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"application": False,
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}
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}
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@ -6,8 +6,8 @@ Users willing to access to this report should have proper Accounting & Finance r
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To configure this module, you need to:
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To configure this module, you need to:
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#. Go to *Configuration / Settings*
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#. Go to *Invoicing / Configuration / Settings*
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#. Under the *Followup Section* of *Accounting* option select either or both of OCA Activity or Outstanding Statement
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#. Under the *Partner Statements* of *Accounting* option select either or both of OCA Activity or Outstanding Statement
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#. Once selected, you may set default options for the reports.
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#. Once selected, you may set default options for the reports.
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#. Click *Save*
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#. Click *Save*
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@ -56,25 +56,31 @@ class TestActivityStatement(TransactionCase):
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statement = wiz_id.button_export_pdf()
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statement = wiz_id.button_export_pdf()
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self.assertDictContainsSubset(
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self.assertDictEqual(
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{
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"type": "ir.actions.report",
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"report_name": self.report_name,
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"report_type": "qweb-pdf",
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},
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statement,
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statement,
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{
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**{
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"type": "ir.actions.report",
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"report_name": self.report_name,
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"report_type": "qweb-pdf",
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},
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**statement,
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},
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"There was an error and the PDF report was not generated.",
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"There was an error and the PDF report was not generated.",
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)
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)
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statement_xlsx = wiz_id.button_export_xlsx()
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statement_xlsx = wiz_id.button_export_xlsx()
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self.assertDictContainsSubset(
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self.assertDictEqual(
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{
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"type": "ir.actions.report",
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"report_name": self.report_name_xlsx,
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"report_type": "xlsx",
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},
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statement_xlsx,
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statement_xlsx,
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{
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**{
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"type": "ir.actions.report",
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"report_name": self.report_name_xlsx,
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"report_type": "xlsx",
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},
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**statement_xlsx,
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},
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"There was an error and the PDF report was not generated.",
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"There was an error and the PDF report was not generated.",
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)
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)
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@ -52,25 +52,31 @@ class TestOutstandingStatement(TransactionCase):
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statement = wiz_id.button_export_pdf()
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statement = wiz_id.button_export_pdf()
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self.assertDictContainsSubset(
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self.assertDictEqual(
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{
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"type": "ir.actions.report",
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"report_name": self.report_name,
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"report_type": "qweb-pdf",
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},
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statement,
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statement,
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{
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**{
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"type": "ir.actions.report",
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"report_name": self.report_name,
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"report_type": "qweb-pdf",
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},
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**statement,
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},
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"There was an error and the PDF report was not generated.",
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"There was an error and the PDF report was not generated.",
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)
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)
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statement_xlsx = wiz_id.button_export_xlsx()
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statement_xlsx = wiz_id.button_export_xlsx()
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self.assertDictContainsSubset(
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self.assertDictEqual(
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{
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"type": "ir.actions.report",
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"report_name": self.report_name_xlsx,
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"report_type": "xlsx",
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},
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statement_xlsx,
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statement_xlsx,
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{
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**{
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"type": "ir.actions.report",
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"report_name": self.report_name_xlsx,
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"report_type": "xlsx",
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},
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**statement_xlsx,
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},
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"There was an error and the PDF report was not generated.",
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"There was an error and the PDF report was not generated.",
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)
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)
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@ -1,18 +0,0 @@
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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2018 ForgeFlow, S.L. (https://www.forgeflow.com)
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
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<odoo>
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<template
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id="report_assets_common"
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name="oca_statements report assets"
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inherit_id="web.report_assets_common"
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>
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<xpath expr="." position="inside">
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<link
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rel="stylesheet"
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href="/partner_statement/static/src/scss/layout_statement.scss"
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type="text/scss"
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/>
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</xpath>
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</template>
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</odoo>
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@ -7,76 +7,79 @@
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<field name="inherit_id" ref="account.res_config_settings_view_form" />
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<field name="inherit_id" ref="account.res_config_settings_view_form" />
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<field name="arch" type="xml">
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<field name="arch" type="xml">
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<xpath
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<xpath
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expr="//field[@name='module_account_payment']/../.."
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expr="//div[@name='main_currency_setting_container']"
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position="after"
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position="after"
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>
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>
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<div class="col-12 col-lg-6 o_setting_box">
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<h2>Partner Statements</h2>
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<div class="o_setting_left_pane">
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<div class="row mt16 o_settings_container" name="partner_statement">
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<field name="group_activity_statement" />
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<div class="col-12 col-lg-6 o_setting_box">
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</div>
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<div class="o_setting_left_pane">
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<div class="o_setting_right_pane">
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<field name="group_activity_statement" />
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<label for="group_activity_statement" />
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<div class="text-muted">
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Activity Statements show all transactions between two dates.
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</div>
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</div>
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<div
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<div class="o_setting_right_pane">
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class="content-group"
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<label for="group_activity_statement" />
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attrs="{'invisible': [('group_activity_statement', '=', False), ('group_outstanding_statement', '=', False)]}"
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<div class="text-muted">
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>
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Activity Statements show all transactions between two dates.
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<div class="row mt16">
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<label
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for="default_aging_type"
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class="col-lg-3 o_light_label"
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/>
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<field name="default_aging_type" />
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</div>
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</div>
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<div>
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<div
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<field
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class="content-group"
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name="default_show_aging_buckets"
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attrs="{'invisible': [('group_activity_statement', '=', False), ('group_outstanding_statement', '=', False)]}"
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class="oe_inline"
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>
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/>
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<div class="row mt16">
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<label
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<label
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for="default_show_aging_buckets"
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for="default_aging_type"
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class="o_light_label"
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class="col-lg-3 o_light_label"
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/>
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/>
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</div>
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<field name="default_aging_type" />
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<div>
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</div>
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<field
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<div>
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name="default_filter_partners_non_due"
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<field
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class="oe_inline"
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name="default_show_aging_buckets"
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/>
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class="oe_inline"
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<label
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/>
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for="default_filter_partners_non_due"
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<label
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class="o_light_label"
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for="default_show_aging_buckets"
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/>
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class="o_light_label"
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</div>
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/>
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<div>
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</div>
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<field
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<div>
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name="default_filter_negative_balances"
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<field
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class="oe_inline"
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name="default_filter_partners_non_due"
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/>
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class="oe_inline"
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<label
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/>
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for="default_filter_negative_balances"
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<label
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class="o_light_label"
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for="default_filter_partners_non_due"
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/>
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class="o_light_label"
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/>
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</div>
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<div>
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<field
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name="default_filter_negative_balances"
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class="oe_inline"
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/>
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<label
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for="default_filter_negative_balances"
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class="o_light_label"
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/>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<div class="o_setting_left_pane">
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<field name="group_outstanding_statement" />
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<field name="group_outstanding_statement" />
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</div>
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<div class="o_setting_right_pane">
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<label for="group_outstanding_statement" />
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<div class="text-muted">
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Outstanding Statements show all transactions up to a date.
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</div>
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</div>
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<div
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<div class="o_setting_right_pane">
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class="text-muted"
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<label for="group_outstanding_statement" />
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attrs="{'invisible': [('group_outstanding_statement', '=', False)]}"
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<div class="text-muted">
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>
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Outstanding Statements show all transactions up to a date.
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Please set defaults under Activity Statements.
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</div>
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<div
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class="text-muted"
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attrs="{'invisible': [('group_outstanding_statement', '=', False)]}"
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>
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Please set defaults under Activity Statements.
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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