account-financial-reporting/partner_statement/report/outstanting_statement_xlsx.py

245 lines
9.8 KiB
Python

# Author: Christopher Ormaza
# Copyright 2021 ForgeFlow S.L.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from odoo import _, fields, models
class OutstandingStatementXslx(models.AbstractModel):
_name = "report.p_s.report_outstanding_statement_xlsx"
_description = "Outstanding Statement XLSL Report"
_inherit = "report.report_xlsx.abstract"
def _get_report_name(self, report, data=False):
company_id = data.get("company_id", False)
report_name = _("Outstanding Statement")
if company_id:
company = self.env["res.company"].browse(company_id)
suffix = " - {} - {}".format(company.name, company.currency_id.name)
report_name = report_name + suffix
return report_name
def _write_currency_lines(self, row_pos, sheet, partner, currency, data):
partner_data = data.get("data", {}).get(partner.id, {})
currency_data = partner_data.get("currencies", {}).get(currency.id)
account_type = data.get("account_type", False)
row_pos += 2
statement_header = _(
"%sStatement up to %s in %s"
% (
account_type == "payable" and _("Supplier ") or "",
partner_data.get("end"),
currency.display_name,
)
)
sheet.merge_range(
row_pos, 0, row_pos, 6, statement_header, self.format_right_bold
)
row_pos += 1
sheet.write(
row_pos, 0, _("Reference Number"), self.format_theader_yellow_center
)
sheet.write(row_pos, 1, _("Date"), self.format_theader_yellow_center)
sheet.write(row_pos, 2, _("Due Date"), self.format_theader_yellow_center)
sheet.write(row_pos, 3, _("Description"), self.format_theader_yellow_center)
sheet.write(row_pos, 4, _("Original"), self.format_theader_yellow_center)
sheet.write(row_pos, 5, _("Open Amount"), self.format_theader_yellow_center)
sheet.write(row_pos, 6, _("Balance"), self.format_theader_yellow_center)
for line in currency_data.get("lines"):
row_pos += 1
name_to_show = (
line.get("name", "") == "/" or not line.get("name", "")
) and line.get("ref", "")
if line.get("name", "") != "/":
if not line.get("ref", ""):
name_to_show = line.get("name", "")
else:
if (line.get("name", "") in line.get("ref", "")) or (
line.get("name", "") == line.get("ref", "")
):
name_to_show = line.get("name", "")
elif line.get("ref", "") not in line.get("name", ""):
name_to_show = line.get("ref", "")
sheet.write(row_pos, 0, line.get("move_id", ""), self.format_tcell_left)
sheet.write(row_pos, 1, line.get("date", ""), self.format_tcell_date_left)
sheet.write(
row_pos, 2, line.get("date_maturity", ""), self.format_tcell_date_left
)
sheet.write(row_pos, 3, name_to_show, self.format_distributed)
sheet.write(row_pos, 4, line.get("amount", ""), self.current_money_format)
sheet.write(
row_pos, 5, line.get("open_amount", ""), self.current_money_format
)
sheet.write(row_pos, 6, line.get("balance", ""), self.current_money_format)
row_pos += 1
sheet.write(row_pos, 1, partner_data.get("end"), self.format_tcell_date_left)
sheet.merge_range(
row_pos, 2, row_pos, 4, _("Ending Balance"), self.format_tcell_left
)
sheet.write(
row_pos, 6, currency_data.get("amount_due"), self.current_money_format
)
return row_pos
def _write_currency_buckets(self, row_pos, sheet, partner, currency, data):
report_model = self.env["report.partner_statement.outstanding_statement"]
partner_data = data.get("data", {}).get(partner.id, {})
currency_data = partner_data.get("currencies", {}).get(currency.id)
if currency_data.get("buckets"):
row_pos += 2
buckets_header = _("Aging Report at %s in %s") % (
partner_data.get("end"),
currency.display_name,
)
sheet.merge_range(
row_pos, 0, row_pos, 6, buckets_header, self.format_right_bold
)
buckets_data = currency_data.get("buckets")
buckets_labels = report_model._get_bucket_labels(
partner_data.get("end"), data.get("aging_type")
)
row_pos += 1
for i in range(len(buckets_labels)):
sheet.write(
row_pos, i, buckets_labels[i], self.format_theader_yellow_center
)
row_pos += 1
sheet.write(
row_pos, 0, buckets_data.get("current", 0.0), self.current_money_format
)
sheet.write(
row_pos, 1, buckets_data.get("b_1_30", 0.0), self.current_money_format
)
sheet.write(
row_pos, 2, buckets_data.get("b_30_60", 0.0), self.current_money_format
)
sheet.write(
row_pos, 3, buckets_data.get("b_60_90", 0.0), self.current_money_format
)
sheet.write(
row_pos, 4, buckets_data.get("b_90_120", 0.0), self.current_money_format
)
sheet.write(
row_pos,
5,
buckets_data.get("b_over_120", 0.0),
self.current_money_format,
)
sheet.write(
row_pos, 6, buckets_data.get("balance", 0.0), self.current_money_format
)
return row_pos
def _size_columns(self, sheet):
for i in range(7):
sheet.set_column(0, i, 20)
def generate_xlsx_report(self, workbook, data, objects):
report_model = self.env["report.partner_statement.outstanding_statement"]
self._define_formats(workbook)
self.format_distributed = workbook.add_format({"align": "vdistributed"})
company_id = data.get("company_id", False)
if company_id:
company = self.env["res.company"].browse(company_id)
else:
company = self.env.user.company_id
data.update(report_model._get_report_values(data.get("partner_ids"), data))
partners = self.env["res.partner"].browse(data.get("partner_ids"))
sheet = workbook.add_worksheet(_("Outstanding Statement"))
sheet.set_landscape()
row_pos = 0
sheet.merge_range(
row_pos,
0,
row_pos,
6,
_("Statement of Account from %s" % (company.display_name)),
self.format_ws_title,
)
row_pos += 1
sheet.write(row_pos, 1, _("Date:"), self.format_theader_yellow_right)
sheet.write(
row_pos,
2,
fields.Date.from_string(data.get("date_end")),
self.format_date_left,
)
self._size_columns(sheet)
for partner in partners:
invoice_address = data.get(
"get_inv_addr", lambda x: self.env["res.partner"]
)(partner)
row_pos += 3
sheet.write(
row_pos, 1, _("Statement to:"), self.format_theader_yellow_right
)
sheet.merge_range(
row_pos,
2,
row_pos,
3,
invoice_address.display_name,
self.format_left,
)
if invoice_address.vat:
sheet.write(
row_pos,
4,
_("VAT:"),
self.format_theader_yellow_right,
)
sheet.write(
row_pos,
5,
invoice_address.vat,
self.format_left,
)
row_pos += 1
sheet.write(
row_pos, 1, _("Statement from:"), self.format_theader_yellow_right
)
sheet.merge_range(
row_pos,
2,
row_pos,
3,
company.partner_id.display_name,
self.format_left,
)
if company.vat:
sheet.write(
row_pos,
4,
_("VAT:"),
self.format_theader_yellow_right,
)
sheet.write(
row_pos,
5,
company.vat,
self.format_left,
)
partner_data = data.get("data", {}).get(partner.id)
currencies = partner_data.get("currencies", {}).keys()
if currencies:
row_pos += 1
for currency_id in currencies:
currency = self.env["res.currency"].browse(currency_id)
if currency.position == "after":
money_string = "#,##0.%s " % (
"0" * currency.decimal_places
) + "[${}]".format(currency.symbol)
elif currency.position == "before":
money_string = "[${}]".format(currency.symbol) + " #,##0.%s" % (
"0" * currency.decimal_places
)
self.current_money_format = workbook.add_format(
{"align": "right", "num_format": money_string}
)
row_pos = self._write_currency_lines(
row_pos, sheet, partner, currency, data
)
row_pos = self._write_currency_buckets(
row_pos, sheet, partner, currency, data
)