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Initial Port of customer statements

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This commit is contained in:
Graeme Gellatly
2018-11-01 15:27:25 +13:00
committed by Miquel Raïch
parent 1ffec3d4ee
commit ad482b33d0
42 changed files with 4657 additions and 0 deletions
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130
partner_statement/views/activity_statement.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<template id="partner_statement.activity_statement_document">
<t t-call="web.external_layout">
<t t-set="o" t-value="o.with_context({'lang': lang})"/>
<t t-set="address">
<address t-esc="o" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' />
<div t-if="o.vat" class="mt16"><t t-esc="company.country_id.vat_label or 'Tax ID'"/>: <span t-field="o.partner_id.vat"/></div>
</t>
<div class="page">
<h2 >Statement of Account</h2>
<p>
Date: <span t-esc="d['today']" /><br/>
<t t-if="o.ref">Partner ref: <span t-field="o.ref"/></t>
</p>
<t t-if="d['currencies']">
<br/>
<t t-foreach="d['currencies'].items()" t-as="currency">
<t t-set="display_currency" t-value="Currencies[currency[0]]" />
<t t-set="currency" t-value="currency[1]" />
<p>
<span t-esc="'' if account_type == 'receivable' else 'Supplier '"/>Statement between <span t-esc="d['start']" /> and <span t-esc="d['end']" /> in <span t-esc="display_currency.name"/>
</p>
<table class="table table-condensed table-statement">
<thead>
<tr>
<th>Reference number</th>
<th>Date</th>
<th>Description</th>
<th class="amount">Amount</th>
<th class="amount">Balance</th>
</tr>
</thead>
<tbody>
<tr>
<td />
<td>
<span t-esc="d['start']"/>
</td>
<td>
Balance Forward
</td>
<td />
<td class="amount">
<span t-esc="currency['balance_forward']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
<tr t-foreach="currency['lines']" t-as="line" t-att-class="'statement-blocked' if line['blocked'] else ''">
<td>
<span t-esc="line['move_id']"/>
</td>
<td>
<span t-esc="line['date']"/>
</td>
<td>
<t t-if="line['name'] != '/'">
<t t-if="not line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['ref'] and line['name']">
<t t-if="line['name'] not in line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['ref'] not in line['name']">
<span t-esc="line['ref']"/>
</t>
</t>
</t>
<t t-if="line['name'] == '/'">
<span t-esc="line['ref']"/>
</t>
</td>
<td class="amount">
<span t-esc="line['amount']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="line['balance']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
<tr>
<td />
<td>
<span t-esc="d['end']"/>
</td>
<td>
Ending Balance
</td>
<td />
<td class="amount">
<span t-esc="currency['amount_due']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
</tbody>
</table>
<t t-call="partner_statement.aging_buckets" t-if="currency['buckets']" />
</t>
</t>
<p t-if="d.get('no_entries')">
<strong>The partner doesn't have due entries.</strong>
</p>
</div>
</t>
</template>
<template id="activity_statement">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="o">
<t t-set="d" t-value="data.get(o.id)" />
<t t-call="partner_statement.activity_statement_document" t-lang="o.lang"/>
</t>
</t>
</template>
<report id="action_print_activity_statement"
model="res.partner"
report_type="qweb-pdf"
menu="False"
string="Activity Statement"
name="partner_statement.activity_statement"
file="partner_statement.activity_statement"
/>
</odoo>

49
partner_statement/views/aging_buckets.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<template id="aging_buckets">
<p>
Aging Report at <span t-esc="d['end']" /> in <span t-esc="display_currency.name"/>:
</p>
<table class="table table-sm table-statement">
<thead>
<tr>
<t t-foreach="bucket_labels" t-as="bl">
<th class="amount">
<span t-esc="bl" />
</th>
</t>
</tr>
</thead>
<t t-set="buckets" t-value="currency['buckets']" />
<tbody>
<tr>
<td class="amount">
<span t-esc="buckets.get('current', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_1_30', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_30_60', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_60_90', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_90_120', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_over_120', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('balance', 0.0)" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
</tbody>
</table>
</template>
</odoo>

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partner_statement/views/assets.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<template id="report_assets_common" name="oca_statements report assets" inherit_id="web.report_assets_common">
<xpath expr="." position="inside">
<link rel="stylesheet" href="/partner_statement/static/src/scss/layout_statement.scss" type="text/scss" />
</xpath>
</template>
</odoo>

126
partner_statement/views/outstanding_statement.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<template id="partner_statement.outstanding_statement_document">
<t t-call="web.external_layout">
<t t-set="o" t-value="o.with_context({'lang': lang})"/>
<t t-set="address">
<address t-esc="o" t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}' />
<div t-if="o.vat" class="mt16"><t t-esc="company.country_id.vat_label or 'Tax ID'"/>: <span t-field="o.partner_id.vat"/></div>
</t>
<div class="page">
<h2 >Statement of Account</h2>
<p>
Date: <span t-esc="d['today']" /><br/>
<t t-if="o.ref">Partner ref: <span t-field="o.ref"/></t>
</p>
<t t-if="d['currencies']">
<br/>
<t t-foreach="d['currencies'].items()" t-as="currency">
<t t-set="display_currency" t-value="Currencies[currency[0]]" />
<t t-set="currency" t-value="currency[1]" />
<p>
<span t-esc="'' if account_type == 'receivable' else 'Supplier '"/>Statement up to <span t-esc="d['end']" /> in <span t-esc="display_currency.name"/>
</p>
<table class="table table-sm table-statement">
<thead>
<tr>
<th>Reference number</th>
<th>Date</th>
<th>Due Date</th>
<th>Description</th>
<th class="amount">Original</th>
<th class="amount">Open Amount</th>
<th class="amount">Balance</th>
</tr>
</thead>
<tbody>
<tr t-foreach="currency['lines']" t-as="line" t-att-class="'statement-blocked' if line['blocked'] else ''">
<td>
<span t-esc="line['move_id']"/>
</td>
<td>
<span t-esc="line['date']"/>
</td>
<td>
<span t-esc="line['date_maturity']"/>
</td>
<td>
<t t-if="line['name'] != '/'">
<t t-if="not line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['ref'] and line['name']">
<t t-if="line['name'] not in line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['ref'] not in line['name']">
<span t-esc="line['ref']"/>
</t>
</t>
</t>
<t t-if="line['name'] == '/'">
<span t-esc="line['ref']"/>
</t>
</td>
<td class="amount">
<span t-esc="line['amount']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="line['open_amount']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
<td class="amount">
<span t-esc="line['balance']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
<tr>
<td />
<td>
<span t-esc="d['end']"/>
</td>
<td>
Ending Balance
</td>
<td />
<td />
<td />
<td class="amount">
<span t-esc="currency['amount_due']" t-options="{'widget': 'monetary', 'display_currency': display_currency}"/>
</td>
</tr>
</tbody>
</table>
<t t-call="partner_statement.aging_buckets" t-if="currency['buckets']" />
</t>
</t>
<p t-if="d.get('no_entries')">
<strong>The partner doesn't have due entries.</strong>
</p>
</div>
</t>
</template>
<template id="outstanding_statement">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="o">
<t t-set="d" t-value="data.get(o.id)" />
<t t-call="partner_statement.outstanding_statement_document" t-lang="o.lang"/>
</t>
</t>
</template>
<report id="action_print_outstanding_statement"
model="res.partner"
report_type="qweb-pdf"
menu="False"
string="Outstanding Statement"
name="partner_statement.outstanding_statement"
file="partner_statement.outstanding_statement"
/>
</odoo>

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partner_statement/views/res_config_settings.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field name="name">res.config.settings.view.form (in partner_statement)</field>
<field name="model">res.config.settings</field>
<field name="priority" eval="40"/>
<field name="inherit_id" ref="account.res_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@id='account_followup']" position="after">
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
<field name="group_activity_statement" />
</div>
<div class="o_setting_right_pane">
<label for="group_activity_statement"/>
<div class="text-muted">
Activity Statements show all transactions between two dates.
</div>
<div class="content-group" attrs="{'invisible': [('group_activity_statement', '=', False), ('group_outstanding_statement', '=', False)]}">
<div class="row mt16">
<label for="default_aging_type" class="col-lg-3 o_light_label"/>
<field name="default_aging_type" />
</div>
<div >
<field name="default_show_aging_buckets" class="oe_inline" />
<label for="default_show_aging_buckets" class="o_light_label"/>
</div>
<div >
<field name="default_filter_partners_non_due" class="oe_inline" />
<label for="default_filter_partners_non_due" class="o_light_label"/>
</div>
<div >
<field name="default_filter_negative_balances" class="oe_inline" />
<label for="default_filter_negative_balances" class="o_light_label"/>
</div>
</div>
</div>
</div>
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
<field name="group_outstanding_statement" />
</div>
<div class="o_setting_right_pane">
<label for="group_outstanding_statement"/>
<div class="text-muted">
Outstanding Statements show all transactions up to a date.
</div>
<div class="text-muted" attrs="{'invisible': [('group_outstanding_statement', '=', False)]}">
Please set defaults under Activity Statements.
</div>
</div>
</div>
</xpath>
</field>
</record>
</odoo>