Initial Port of customer statements
This commit is contained in:
Graeme Gellatly
committed by
Miquel Raïch
Miquel Raïch
parent
1ffec3d4ee
commit
ad482b33d0
4
partner_statement/wizard/__init__.py
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4
partner_statement/wizard/__init__.py
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from . import statement_common
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from . import activity_statement_wizard
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from . import outstanding_statement_wizard
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from . import res_config_settings
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44
partner_statement/wizard/activity_statement_wizard.py
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44
partner_statement/wizard/activity_statement_wizard.py
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# Copyright 2018 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from dateutil.relativedelta import relativedelta
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from odoo import api, fields, models
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class ActivityStatementWizard(models.TransientModel):
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"""Activity Statement wizard."""
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_inherit = 'statement.common.wizard'
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_name = 'activity.statement.wizard'
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_description = 'Activity Statement Wizard'
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@api.model
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def _get_date_start(self):
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return (
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fields.Date.context_today(self).replace(day=1) -
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relativedelta(days=1)
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).replace(day=1)
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date_start = fields.Date(required=True, default=_get_date_start)
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@api.onchange('aging_type')
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def onchange_aging_type(self):
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super().onchange_aging_type()
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if self.aging_type == 'months':
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self.date_start = self.date_end.replace(day=1)
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else:
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self.date_start = self.date_end - relativedelta(days=30)
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def _export(self):
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"""Export to PDF."""
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data = self._prepare_statement()
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return self.env.ref(
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'partner_statement'
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'.action_print_activity_statement').report_action(
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self, data=data)
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def _prepare_statement(self):
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res = super()._prepare_statement()
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res.update({'date_start': self.date_start})
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return res
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21
partner_statement/wizard/outstanding_statement_wizard.py
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partner_statement/wizard/outstanding_statement_wizard.py
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# Copyright 2018 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from odoo import models
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class OutstandingStatementWizard(models.TransientModel):
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"""Outstanding Statement wizard."""
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_name = 'outstanding.statement.wizard'
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_inherit = 'statement.common.wizard'
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_description = 'Outstanding Statement Wizard'
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def _export(self):
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"""Export to PDF."""
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data = self._prepare_statement()
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return self.env.ref(
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'partner_statement'
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'.action_print_outstanding_statement').report_action(
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self, data=data)
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57
partner_statement/wizard/res_config_settings.py
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57
partner_statement/wizard/res_config_settings.py
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from odoo import fields, models
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class ResConfigSettings(models.TransientModel):
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_inherit = 'res.config.settings'
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group_activity_statement = fields.Boolean(
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"Enable OCA Activity Statements",
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group='account.group_account_invoice',
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implied_group='partner_statement.group_activity_statement',
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)
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default_aging_type = fields.Selection(
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[("days", "Age by Days"), ("months", "Age by Months")],
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string="Aging Method",
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required=True,
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default_model="statement.common.wizard",
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)
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default_show_aging_buckets = fields.Boolean(
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string="Show Aging Buckets",
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default_model="statement.common.wizard",
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)
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default_filter_partners_non_due = fields.Boolean(
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string='Exclude partners with no due entries',
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default_model="statement.common.wizard",
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)
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default_filter_negative_balances = fields.Boolean(
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"Exclude Negative Balances",
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default_model="statement.common.wizard",
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)
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group_outstanding_statement = fields.Boolean(
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"Enable OCA Outstanding Statements",
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group='account.group_account_invoice',
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implied_group='partner_statement.group_outstanding_statement',
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)
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def set_values(self):
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self = self.with_context(active_test=False)
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# default values fields
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IrDefault = self.env['ir.default'].sudo()
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for name, field in self._fields.items():
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if (name.startswith("default_") and
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field.default_model == 'statement.common.wizard'):
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if isinstance(self[name], models.BaseModel):
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if self._fields[name].type == 'many2one':
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value = self[name].id
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else:
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value = self[name].ids
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else:
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value = self[name]
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IrDefault.set('activity.statement.wizard', name[8:], value)
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IrDefault.set('outstanding.statement.wizard', name[8:], value)
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return super().set_values()
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70
partner_statement/wizard/statement_common.py
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70
partner_statement/wizard/statement_common.py
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# Copyright 2018 Graeme Gellatly
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from dateutil.relativedelta import relativedelta
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from odoo import api, fields, models
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class StatementCommon(models.AbstractModel):
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_name = 'statement.common.wizard'
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_description = 'Statement Reports Common Wizard'
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name = fields.Char()
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company_id = fields.Many2one(
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comodel_name='res.company',
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default=lambda self: self.env.user.company_id,
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string='Company'
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)
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date_end = fields.Date(required=True, default=fields.Date.context_today)
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show_aging_buckets = fields.Boolean(default=True)
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number_partner_ids = fields.Integer(
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default=lambda self: len(self._context['active_ids'])
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)
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filter_partners_non_due = fields.Boolean(
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string='Don\'t show partners with no due entries', default=True)
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filter_negative_balances = fields.Boolean(
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"Exclude Negative Balances", default=True
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)
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aging_type = fields.Selection(
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[("days", "Age by Days"), ("months", "Age by Months")],
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string="Aging Method",
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default="days",
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required=True,
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)
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account_type = fields.Selection(
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[('receivable', 'Receivable'),
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('payable', 'Payable')], string='Account type', default='receivable')
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@api.onchange('aging_type')
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def onchange_aging_type(self):
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if self.aging_type == 'months':
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self.date_end = (
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fields.Date.context_today(self).replace(day=1) -
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relativedelta(days=1)
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)
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else:
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self.date_end = fields.Date.context_today(self)
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@api.multi
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def button_export_pdf(self):
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self.ensure_one()
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return self._export()
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def _prepare_statement(self):
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self.ensure_one()
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return {
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'date_end': self.date_end,
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'company_id': self.company_id.id,
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'partner_ids': self._context['active_ids'],
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'show_aging_buckets': self.show_aging_buckets,
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'filter_non_due_partners': self.filter_partners_non_due,
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'account_type': self.account_type,
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'aging_type': self.aging_type,
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'filter_negative_balances': self.filter_negative_balances,
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}
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def _export(self):
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raise NotImplementedError
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101
partner_statement/wizard/statement_wizard.xml
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101
partner_statement/wizard/statement_wizard.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
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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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<!-- wizard action on res.partner -->
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<act_window id="activity_statement_wizard_action"
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name="Partner Activity Statement"
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src_model="res.partner"
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res_model="activity.statement.wizard"
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view_type="form" view_mode="form"
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key2="client_action_multi" target="new"
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groups="partner_statement.group_activity_statement"/>
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<act_window id="outstanding_statement_wizard_action"
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name="Partner Outstanding Statement"
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src_model="res.partner"
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res_model="outstanding.statement.wizard"
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view_type="form" view_mode="form"
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key2="client_action_multi" target="new"
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groups="partner_statement.group_outstanding_statement"/>
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<!-- wizard view -->
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<record id="statement_common_view" model="ir.ui.view">
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<field name="name">Statement Common Wizard View</field>
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<field name="model">statement.common.wizard</field>
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<field name="arch" type="xml">
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<form name="Report Options">
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<div style="text-align:justify" name="info">
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<label string="Aging details can be shown in the report, expressed in aging
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buckets, so the partner can review how much is open, due or overdue." for=""/>
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</div><hr/>
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<group>
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<group name="main_info">
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<label for="account_type"/>
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<field name="account_type" nolabel="1" widget="radio"/>
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</group>
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<group name="aging_report">
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<field name="show_aging_buckets"/>
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<field name="aging_type" />
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</group>
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</group>
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<group>
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<group name="dates">
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<field name="date_end"/>
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</group>
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<group name="multiple_partners">
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<field name="number_partner_ids" readonly="1" invisible="1"/>
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<field name="filter_partners_non_due" attrs="{'invisible': [('number_partner_ids', '=', 1)]}" />
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<field name="filter_negative_balances" attrs="{'invisible': [('number_partner_ids', '=', 1)]}" />
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</group>
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</group>
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<footer>
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<button name="button_export_pdf" string="Export PDF" type="object" default_focus="1" class="oe_highlight"/>
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or
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<button string="Cancel" class="oe_link" special="cancel" />
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</footer>
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</form>
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</field>
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</record>
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<record id="outstanding_statement_wizard_view" model="ir.ui.view">
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<field name="name">Outstanding Statement Wizard</field>
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<field name="model">outstanding.statement.wizard</field>
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<field name="inherit_id" ref="partner_statement.statement_common_view" />
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<field name="mode">primary</field>
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<field name="arch" type="xml">
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<xpath expr="//div[@name='info']/label" position="before" >
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<label string="The outstanding statement provides details of all partner's outstanding
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receivables and payables up to a particular date. This includes all unpaid invoices, unclaimed
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refunds and outstanding payments. The list is displayed in chronological order and is
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split by currencies." for=""/>
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<br/><br/>
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</xpath>
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</field>
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</record>
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<record id="activity_statement_wizard_view" model="ir.ui.view">
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<field name="name">Activity Statement Wizard</field>
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<field name="model">activity.statement.wizard</field>
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<field name="inherit_id" ref="partner_statement.statement_common_view" />
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<field name="mode">primary</field>
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<field name="arch" type="xml">
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<xpath expr="//div[@name='info']/label" position="before" >
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<label string="The activity statement provides details of all activity on
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a partner's receivables and payables between two selected dates. This includes all invoices,
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refunds and payments. Any outstanding balance dated prior to the chosen statement
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period will appear as a forward balance at the top of the statement. The list is
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displayed in chronological order and is split by currencies." for=""/>
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<br/><br/>
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</xpath>
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<xpath expr="//field[@name='date_end']" position="before">
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<field name="date_start"/>
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</xpath>
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</field>
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</record>
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</odoo>
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