[IMP] partner_statement: Show only overdue lines

partner_statement/README.rst

@@ -6,7 +6,7 @@
 Partner Statement
 =================
 
-.. 
+..
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
@@ -148,6 +148,7 @@ Contributors
 - Lois Rilo <lois.rilo@forgeflow.com>
 - Dhara Solanki <dhara.solanki@initos.com>
 - Danny Adair <danny@o4sb.com>
+- Simone Rubino <simone.rubino@pytech.it>
 
 Maintainers
 -----------
@@ -168,7 +169,7 @@ promote its widespread use.
 
 Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
 
-|maintainer-MiquelRForgeFlow| 
+|maintainer-MiquelRForgeFlow|
 
 This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/17.0/partner_statement>`_ project on GitHub.
 

partner_statement/readme/CONTRIBUTORS.md

@@ -3,3 +3,4 @@
 - Lois Rilo \<<lois.rilo@forgeflow.com>\>
 - Dhara Solanki \<<dhara.solanki@initos.com>\>
 - Danny Adair \<<danny@o4sb.com>\>
+- Simone Rubino \<<simone.rubino@pytech.it>\>

partner_statement/report/activity_statement.py

@@ -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

partner_statement/report/outstanding_statement.py

@@ -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

partner_statement/report/report_statement_common.py

@@ -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,

partner_statement/static/description/index.html

@@ -503,6 +503,7 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
 <li>Lois Rilo &lt;<a class="reference external" href="mailto:lois.rilo&#64;forgeflow.com">lois.rilo&#64;forgeflow.com</a>&gt;</li>
 <li>Dhara Solanki &lt;<a class="reference external" href="mailto:dhara.solanki&#64;initos.com">dhara.solanki&#64;initos.com</a>&gt;</li>
 <li>Danny Adair &lt;<a class="reference external" href="mailto:danny&#64;o4sb.com">danny&#64;o4sb.com</a>&gt;</li>
+<li>Simone Rubino &lt;<a class="reference external" href="mailto:simone.rubino&#64;pytech.it">simone.rubino&#64;pytech.it</a>&gt;</li>
 </ul>
 </div>
 <div class="section" id="maintainers">

partner_statement/tests/test_outstanding_statement.py

@@ -1,8 +1,9 @@
 # Copyright 2018 ForgeFlow, S.L. (https://www.forgeflow.com)
+# Copyright 2025 Simone Rubino - PyTech
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
 
-from odoo.tests import new_test_user
+from odoo import fields
-from odoo.tests.common import TransactionCase
+from odoo.tests.common import TransactionCase, new_test_user
 
 
 class TestOutstandingStatement(TransactionCase):
@@ -148,3 +149,50 @@ class TestOutstandingStatement(TransactionCase):
         other_partner = partners - invoice_partner
         other_partner_data = report["data"].get(other_partner.id)
         self.assertFalse(other_partner_data)
+
+    def test_show_only_overdue(self):
+        """If "Show Only Overdue" is enabled,
+        only overdue lines are shown.
+        """
+        # Arrange
+        partner = self.partner1
+        today = fields.Date.today()
+        overdue_invoice = self.env["account.move"].search(
+            [
+                ("partner_id", "=", partner.id),
+                ("state", "=", "posted"),
+                ("invoice_date_due", "<", today),
+            ],
+            limit=1,
+        )
+        due_invoice = self.env["account.move"].search(
+            [
+                ("partner_id", "=", partner.id),
+                ("state", "=", "posted"),
+                ("invoice_date_due", ">=", today),
+            ],
+            limit=1,
+        )
+        wizard = self.wiz.with_context(
+            active_ids=partner.ids,
+        ).create(
+            {
+                "date_end": today,
+                "show_only_overdue": True,
+            }
+        )
+        # pre-condition
+        self.assertTrue(due_invoice)
+        self.assertTrue(overdue_invoice)
+
+        # Act
+        data = wizard._prepare_statement()
+        report = self.statement_model._get_report_values(partner.ids, data)
+
+        # Assert
+        # Only the overdue invoice is shown
+        partner_data = report["data"][partner.id]["currencies"]
+        partner_move_lines = partner_data[overdue_invoice.currency_id.id]["lines"]
+        moves_names = [line["name"] for line in partner_move_lines]
+        self.assertNotIn(due_invoice.name, moves_names)
+        self.assertIn(overdue_invoice.name, moves_names)

partner_statement/wizard/statement_common.py

@@ -20,6 +20,9 @@ class StatementCommon(models.AbstractModel):
     )
     date_end = fields.Date(required=True, default=fields.Date.context_today)
     show_aging_buckets = fields.Boolean(default=True)
+    show_only_overdue = fields.Boolean(
+        help="Show only lines due before the selected date",
+    )
     number_partner_ids = fields.Integer(
         default=lambda self: len(self._context["active_ids"])
     )
@@ -94,6 +97,7 @@ class StatementCommon(models.AbstractModel):
             "company_id": self.company_id.id,
             "partner_ids": self._context["active_ids"],
             "show_aging_buckets": self.show_aging_buckets,
+            "show_only_overdue": self.show_only_overdue,
             "filter_non_due_partners": self.filter_partners_non_due,
             "account_type": self.account_type,
             "aging_type": self.aging_type,

partner_statement/wizard/statement_wizard.xml

@@ -66,6 +66,7 @@
                         <field name="excluded_accounts_selector" />
                     </group>
                     <group name="aging_report">
+                        <field name="show_only_overdue" />
                         <field name="show_aging_buckets" />
                         <field name="aging_type" />
                     </group>