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[FIX] partner_statement: use partner lang in xlsx reports

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Miquel Raïch
2023-03-09 18:10:05 +01:00
parent 1eb23d561b
commit fbc12488b0
9 changed files with 298 additions and 89 deletions
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partner_statement/static/description/index.html
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<?xml version="1.0" encoding="utf-8" ?>
<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Partner Statement</title>
<style type="text/css">
/*
:Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet.
*/
@@ -366,40 +366,45 @@ ul.auto-toc {
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:ace03cb14af0a659f14338b2c1875faa47b062a395f2d7eabf1f145e04d66c7a
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/15.0/partner_statement"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-reporting-15-0/account-financial-reporting-15-0-partner_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/91/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-reporting/tree/15.0/partner_statement"><img alt="OCA/account-financial-reporting" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-reporting-15-0/account-financial-reporting-15-0-partner_statement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&amp;target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of Invoicing to support the printing of customer and vendor statements.
There are two types of statements, Activity and Outstanding. Aging details can be shown in the reports, expressed in aging buckets,
so the customer or vendor can review how much is open, due or overdue.</p>
There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown
in the reports, expressed in aging buckets, so the customer or vendor can review how much is open, due or overdue.</p>
<p>The activity statement provides details of all activity on the partner receivables or payables
between two selected dates. This includes all invoices, refunds and payments.
Any outstanding balance dated prior to the chosen statement period will appear
as a forward balance at the top of the statement. The list is displayed in chronological
order and is split by currencies.</p>
<p>The detailed activity statement is an extension of the previous statement, and intends to explain the transactions
that have happened during the period, also providing with a Prior Balance section and an Ending Balance section.</p>
<p>The outstanding statement provides details of all outstanding partner receivables or payables
up to a particular date. This includes all unpaid invoices, unclaimed refunds and
outstanding payments. The list is displayed in chronological order and is split by currencies.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="id5">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id6">12.0.1.0.0 (2018-11-08)</a></li>
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#changelog" id="toc-entry-4">Changelog</a><ul>
<li><a class="reference internal" href="#section-1" id="toc-entry-5">12.0.1.0.0 (2018-11-08)</a></li>
<li><a class="reference internal" href="#section-2" id="toc-entry-6">14.0.2.0.0 (2022-12-16)</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id8">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id9">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>Users willing to access to this report should have proper Accounting &amp; Finance rights:</p>
<ol class="arabic simple">
<li>Go to <em>Settings / Users</em> and edit your user to add the corresponding access rights as follows.</li>
@@ -415,7 +420,7 @@ outstanding payments. The list is displayed in chronological order and is split
<p>Removing the wizard from menus follows the same process.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Go to a list of Partners, Contacts, Customer or Vendors and select one or more.</li>
@@ -425,7 +430,7 @@ outstanding payments. The list is displayed in chronological order and is split
</ol>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Email template.</li>
<li>Expose reports (using defaults) to billing users while restricting the wizard to managers option.</li>
@@ -433,9 +438,9 @@ outstanding payments. The list is displayed in chronological order and is split
</ul>
</div>
<div class="section" id="changelog">
<h1><a class="toc-backref" href="#id5">Changelog</a></h1>
<div class="section" id="id1">
<h2><a class="toc-backref" href="#id6">12.0.1.0.0 (2018-11-08)</a></h2>
<h1><a class="toc-backref" href="#toc-entry-4">Changelog</a></h1>
<div class="section" id="section-1">
<h2><a class="toc-backref" href="#toc-entry-5">12.0.1.0.0 (2018-11-08)</a></h2>
<ul class="simple">
<li>[BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.</li>
<li>[ADD] New features.
@@ -443,25 +448,31 @@ outstanding payments. The list is displayed in chronological order and is split
* Filter negative balances</li>
</ul>
</div>
<div class="section" id="section-2">
<h2><a class="toc-backref" href="#toc-entry-6">14.0.2.0.0 (2022-12-16)</a></h2>
<ul class="simple">
<li>[ADD] Detailed Activity Statement.</li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id7">Bug Tracker</a></h1>
<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id8">Credits</a></h1>
<h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id9">Authors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
<ul class="simple">
<li>ForgeFlow</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id10">Contributors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
<ul class="simple">
<li>Miquel Raïch &lt;<a class="reference external" href="mailto:miquel.raich&#64;forgeflow.com">miquel.raich&#64;forgeflow.com</a>&gt;</li>
<li>Graeme Gellatly &lt;<a class="reference external" href="mailto:graeme&#64;o4sb.com">graeme&#64;o4sb.com</a>&gt;</li>
@@ -469,12 +480,14 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id11">Maintainers</a></h2>
<h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/MiquelRForgeFlow"><img alt="MiquelRForgeFlow" src="https://github.com/MiquelRForgeFlow.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-reporting/tree/15.0/partner_statement">OCA/account-financial-reporting</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>