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[IMP] partner_statement: Show only overdue lines

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This commit is contained in:
Simone Rubino
2025-06-10 15:30:20 +02:00
committed by Miquel Raïch
parent 795f9c60fe
commit 9703003eca
9 changed files with 84 additions and 4 deletions
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6
partner_statement/report/activity_statement.py
View File

@@ -163,6 +163,7 @@ class ActivityStatement(models.AbstractModel):
excluded_accounts_ids = tuple(
self.env.context.get("excluded_accounts_ids", [])
) or (-1,)
show_only_overdue = self.env.context.get("show_only_overdue", False)
payment_ref = _("Payment")
return str(
self._cr.mogrify(
@@ -203,6 +204,11 @@ class ActivityStatement(models.AbstractModel):
AND l.date <= %(date_end)s
AND m.state IN ('posted')
AND aa.account_type = %(account_type)s
AND CASE
WHEN %(show_only_overdue)s
THEN COALESCE(l.date_maturity, l.date) <= %(date_end)s
ELSE TRUE
END
GROUP BY l.partner_id, m.name, l.date, l.date_maturity,
CASE WHEN (aj.type IN ('sale', 'purchase'))
THEN l.name

6
partner_statement/report/outstanding_statement.py
View File

@@ -29,6 +29,7 @@ class OutstandingStatement(models.AbstractModel):
excluded_accounts_ids = tuple(
self.env.context.get("excluded_accounts_ids", [])
) or (-1,)
show_only_overdue = self.env.context.get("show_only_overdue", False)
return str(
self._cr.mogrify(
"""
@@ -83,6 +84,11 @@ class OutstandingStatement(models.AbstractModel):
(pd.id IS NULL AND pc.id IS NULL)
) AND l.date <= %(date_end)s AND m.state IN ('posted')
AND aa.account_type = %(account_type)s
AND CASE
WHEN %(show_only_overdue)s
THEN COALESCE(l.date_maturity, l.date) <= %(date_end)s
ELSE TRUE
END
GROUP BY l.id, l.partner_id, m.name, l.date, l.date_maturity, l.name,
CASE WHEN l.ref IS NOT NULL
THEN l.ref

12
partner_statement/report/report_statement_common.py
View File

@@ -62,6 +62,7 @@ class ReportStatementCommon(models.AbstractModel):
excluded_accounts_ids = tuple(
self.env.context.get("excluded_accounts_ids", [])
) or (-1,)
show_only_overdue = self.env.context.get("show_only_overdue", False)
return str(
self._cr.mogrify(
"""
@@ -104,6 +105,11 @@ class ReportStatementCommon(models.AbstractModel):
) AND l.date <= %(date_end)s AND not l.blocked
AND m.state IN ('posted')
AND aa.account_type = %(account_type)s
AND CASE
WHEN %(show_only_overdue)s
THEN COALESCE(l.date_maturity, l.date) <= %(date_end)s
ELSE TRUE
END
GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
l.amount_currency, l.balance, l.move_id, l.company_id, l.id
""",
@@ -366,6 +372,11 @@ class ReportStatementCommon(models.AbstractModel):
self = self.with_context(
excluded_accounts_ids=excluded_accounts_ids,
)
show_only_overdue = data["show_only_overdue"]
if show_only_overdue:
self = self.with_context(
show_only_overdue=show_only_overdue,
)
aging_type = data["aging_type"]
is_activity = data.get("is_activity")
is_detailed = data.get("is_detailed")
@@ -592,6 +603,7 @@ class ReportStatementCommon(models.AbstractModel):
"Currencies": currencies,
"account_type": account_type,
"excluded_accounts_ids": excluded_accounts_ids,
"show_only_overdue": show_only_overdue,
"is_detailed": is_detailed,
"bucket_labels": bucket_labels,
"get_inv_addr": self._get_invoice_address,